Getting More Out of Excel and Dynamics GP

GPUG® Summit 2011November 8-11

Caesars Palace – Las Vegas, NV

Mark Polino - I.B.I.S., Inc.Principal Consultant, Microsoft

GPUG Summit 2011– Las Vegas www.gpug.com

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Agenda

Ways to Get Data Out of Excel

What Can You Do with Data Once it’s in Excel?–Analyze It–Present It

10 Ways to get Data From Microsoft

Dynamics® GP to Excel1. SmartList Export2. SmartList Export Solution3. Navigation List Export4. Report Writer5. FRx / Management Reporter

Dynamics GP to Excel6. SQL Server Reporting Services

Dynamics GP to Excel7. Refreshable Excel Reports8. MS Query9. Analysis Cubes10.SQL Query

Leftovers11.Support Debugging Tool

http://blogs.msdn.com/b/developingfordynamicsgp/archive/2009/08/07/support-debugging-tool.aspx

12.Third Party Tools

Once Microsoft Dynamics GP Data is in Excel

• Analyze it• What to Analyze• How to Analyze

• Present It

What to Analyze• Data

• Transaction • Sales by Salesperson• Sales by Customer• Associated item sales• Customer who haven’t bought a particular item

• Performance• Vendor Delivery Performance• Sales Shipment Performance• Customer Payment Performance

What to Analyze

• Aggregated Data• Gross Margin• YTD Profit• Current Ratio

• Meta Data• Workload Volume• Staff Performance

How to Analyze Data• Transform Data• Subtotal Data• Pivot Data• Pivot Lots of Data• Chart Data• Use Statistical Data

Presenting Information• Tables• Charts• Trend Lines• Conditional Formatting• Sparklines• Slicers

Presenting Information

• Dashboards• Online• Microsoft SharePoint• Excel Services

More Tips Microsoft Dynamics GP

2010 Cookbook Book, Kindle and PDF

optionsAmazon, Barnes and Noble, Packt Publishing

Follow Up• Follow up PowerPoint deck has lots of

detail and links for more information• Fill out your evaluation!• Follow up:

• mpolino@gmail.com• www.DynamicAccounting.net• Twitter.com/DynAcctNet• Facebook.com/DynAcctNet

10 Ways to get Data From Dynamics GP to Excel

1. SmartList Export Push the Big Excel Button

2. SmartList Export SolutionExport to Excel with consistent name and Excel Macros before/after exporthttp://msdynamicsgp.blogspot.com/2009/08/weekly-review-excel-ing-with-smartlists.html

3. Navigation List ExportGoTo > Send to Excel

4. Report WriterDex.ini setting ExportOneLineBody=TRUE - eliminate line wrapping when exporting reports to comma or tab delimited filesAlso possible with Support Debugging Tool - http://blogs.msdn.com/b/developingfordynamicsgp/archive/2009/08/07/support-debugging-tool.aspx

5. FRx / Management Reporter

10 Ways to get Data From Dynamics GP to Excel

6. SQL Server Reporting ServicesExport | Select a Format > Excel

7. Refreshable Excel Reportshttp://msdynamicsgp.blogspot.com/2008/03/weekly-dynamicexcel-reports-in-dynamics.htmlhttp://www.dynamicscare.com/blog/index.php/how-to-deploy-200-excel-reports-with-direct-data-connection-to-dynamics-gp-100/ http://msdynamicsgp.blogspot.com/2011/02/frequently-asked-questions-about-excel.html

8. MS Queryhttp://msdynamicsgp.blogspot.com/2010/04/weekly-dynamic-portable-excel-reports.html http://msdynamicsgp.blogspot.com/2010/05/weekly-dynamic-portable-excel-reports.html

9. Analysis CubesTalk to your partner

10. SQL QuerySet Header to export by default in SQL Server Management Studiohttp://msdynamicsgp.blogspot.com/2009/10/weekly-dynamic-copy-headings-and-data.html

Leftovers• Support Debugging Tool

http://blogs.msdn.com/b/developingfordynamicsgp/archive/2009/08/07/support-debugging-tool.aspx

• 3rd Party Toolshttp://www.isv-central.com

Once Dynamics GP Data is in Excel

• Analyze it• What to Analyze• How to Analyze

• Present It

What to Analyze• Data

• Transactions• Sales by Salesperson• Sales by Customer• Associated item sales - http://

msdynamicsgp.blogspot.com/2010/06/weekly-dynamic-customers-who-bought-x.html • Customer who haven’t bought a particular item - http://

vstoolsforum.com/blogs/sqlserver/archive/2008/04/30/how-to-get-a-query-of-all-customers-that-have-not-been-shipped-a-product.aspx

• Performance• Vendor Delivery Performance• Sales Shipment Performance• Customer Payment Performance

What to Analyze• Aggregated Data

• Gross Margin• YTD Profit• Current Ratio

• Meta Data• Workload Volume

• http://msdynamicsgp.blogspot.com/2010/06/weekly-dynamic-counting-ap-transactions.html • http://msdynamicsgp.blogspot.com/2010/07/weekly-dynamics-count-purchase-orders.html • http://msdynamicsgp.blogspot.com/2010/07/weekly-dynamic-count-of-fixed-assets.html

• Staff Performance

How to Analyze Data• Transform Data• Subtotal Data

http://msdynamicsgp.blogspot.com/2005/10/weekly-featureexcel-subtotals.html

• Pivot Data• Pivot Lots of Data

http://www.powerpivot.com

• Chart Data• Use Statistical Data

Presenting Information• Tables• Charts• Trend Lines• Conditional Formatting• Sparklines• Slicers

Presenting Information

• Dashboards• Online• Microsoft SharePoint• Excel Services

More Tips Microsoft Dynamics GP 2010

Cookbook Book, Kindle and PDF options

Amazon, Barnes and Noble, Packt Publishing

Follow Up• Follow up PowerPoint deck has lots of

detail and links for more information• Fill out your evaluation!• Follow up:

• mpolino@gmail.com• www.DynamicAccounting.net• Twitter.com/DynAcctNet• Facebook.com/DynAcctNet

Getting More Out of Excel and Dynamics GP

Documents

Analyze Dynamics GP Data Using Microsoft PowerPivot for Excel · 5/21/2013 1 Analyze Dynamics GP Data Using Microsoft PowerPivot for Excel Charles Allen Managing Consultant BKD Technologies

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Microsoft Dynamics GP PaymentDocumentManagement

Dynamics GP Architecture

Microsoft Dynamics GP Roadmap - Collins Computing · Microsoft Dynamics GP Microsoft Dynamics CRM ... • Excel, SSRS and MR content • Available in Windows store Apple iPad •

DHS Microsoft Dynamics GP 2010

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Menus for Visual Studio Tools for Microsoft Dynamics GP ... · PDF file15.06.2010 · Provided by Microsoft Dynamics GP Developer Support 1 Microsoft Dynamics GP Developer Support

Microsoft Dynamics GP Upgrades

Excel-Based &Native Budgeting for Dynamics GP

Microsoft Dynamics GP Overview

Microsoft Dynamics GP What’s New - WordPress.com · • What’s new in GP 2018 • What’s new in Dynamics GP 2016 R2 • What’s new in Dynamics GP 2016 • What’s new in

Dynamics GP and Microsoft Excel - Velosio · Microsoft Dynamics GP Reports Print Cards Sclcl tc Rename Remove from My Reports Report Excel Report SQL Report Administration All Reports

Chapter 1: Personalizing Dynamics GP - Packt · Chapter 8: Harnessing the ... Chapter 10: Connecting Dynamics GP to Microsoft Office 2016 . Chapter 11: Maintaining Dynamics GP . Chapter

Microsoft Dynamics GP 2010

Microsoft Dynamics GP Architecture - Encore · Microsoft Dynamics® GP . Architecture . White Paper . Date: June, ... Dynamics GP, you can set up ... The Microsoft Dynamics GP architecture

Excel, as a GP Report Writernetcomlearning.s3.amazonaws.com/webinars/...Excel, as a GP Report Writer Learning Excel Pivot Tables by building a GP General Ledger Trial Balance By Belinda

GPUG Academy - Microsoft Excel & Microsoft Dynamics GP Payables Management (May 2014)

Microsoft Dynamics GP 2013 Financial Management … · Microsoft Dynamics GP 2013 Financial Management . Microsoft Dynamics GP is an Enterprise Resource Planning system from Microsoft