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Dynamics GP Video Tip: Automatic Excel Report Dashboards in Microsoft Dynamics GP
Contents:


  1. Iconoclastic
  2. Building Dashboards with Microsoft Dynamics GP and Excel - Mark Polino - Google книги
  3. Account Options
  4. Open Forum

Date: pages: ISBN: You don't need to be an expert to get the most out of your Dynamics GP implementation and build great-looking, easily.

Account Options

Similar books. Public Folders 0. Private Folders 0. Courses 0. Comments 0. You simply open GP, you click on one of the modules that you want to look at. Go to Excel Reports, after that loads you can look for dashboards.

Iconoclastic

And you can open that right up. So out of the box automatically my CEO could see the top five customers. They could also drill in and get more information. They can see salespeople, sales territory information, information about our top customers, what items were sold, and they can get information about the aging and open AR.

Building Dashboards with Microsoft Dynamics GP and Excel - Mark Polino - Google книги

Also, switching over to Purchasing I can see total items that are below our order point, what POs are late, what items have been received but not invoiced, and I can scroll through and get more information. I can drill in and get more information on other tabs.

Excel Report Builder in Dynamics GP 2013

I can also pull up items that have been received and not invoiced, look at our outstanding POs with account and total, and I can actually drill in and see information. I can also review and look at vendor information.

Account Options

And, again, all of this happened automatically. On April 20th, Matthew Ivey said:. By pushing such data through a dashboard, everyone becomes familiar with what is being reported, and how we as a group are performing.


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  • Dynamics GP Video Tip: Automatic Excel Report Dashboards in GP.
  • Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013?

It also provides an easy-to-access site for everyone to go to at any point and review. This can remove the need for individuals to find a mutually convenient time to meet and 'present' the information to others. The only caveat to the process is that everyone must have total confidence in the data being presented. Dashboards can transform a business overnight, but only if the ground work is put in beforehand to ensure there are fully robust and consistent systems of work to enter the base data that the dashboard pulls from. On April 22nd, James Moore said:. As I meet with clients, the de facto reporting choice is excel.

It is not good enough to provide a beautiful SSRS report or smartlist. Invariably, they want the report in excel so they can explore and analyze the data.

Open Forum

Being able to deliver dashboards and reports directly in excel eliminates a lot of effort clients will go to get "get" the report into excel. Between data connections back to GP and powerful new technologies such as Power Pivot, end users have a lot of power at their fingertips. Our challenge will be to deliver the data in a way to facilitate this.


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I look forward to new insights from Mark's book as we continue this journey. I would love a copy of Mark's book. On April 22nd, Barb Wetter said:. I would love to have a chance to win one of the books you are giving away. Thanks for the opportunity.