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Dynamics GP and Microsoft Excel

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

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Page 1: 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

Dynamics GP and Microsoft Excel

Page 2: 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

Ben Atkinson

• Dynamics GP Consultant – 3 Years

• Business Intelligence Analyst – 1 Year

• Atlanta Based

• Love of Mountain Biking

Page 3: 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

Agenda

• Custom Smartlists to Excel

• GP Excel Reports

• Direct Query Excel Reports

• Analysis Cubes for Excel

• Advanced Examples

Page 4: 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

DEMO TIME!

Page 5: 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

Connecting to GP Deployed Excel Reports

• Security: Assign AD Accounts to have access to the folders.

Page 6: 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

Connecting to GP Deployed Excel Reports

Page 7: 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

Connecting Excel to SQL

• SQL Security for the Windows/SQL User:

Page 8: 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

Connecting Excel to SQL

Page 9: 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

Connecting Excel to Microsoft Query

Page 10: 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

Connecting Excel to the Cubes

• Security for the Windows User:

Page 11: 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

Connecting Excel to the Cubes

Page 12: 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

Report Examples!

Page 13: 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

Questions?

• Contact: [email protected]

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