Microsoft Dynamics GP Reporting Series – Refreshable Excel Reports | CriticalEdge Group Blog

Critical Edge looks at Microsoft Dynamics GP Reporting Series – Refreshable Excel Reports

Excel Reports in Microsoft Dynamics GP - Security Setup

Chris Bulson explains Excel Reports in Microsoft Dynamics GP - Security Setup.

Weekly Dynamic: Automatically Refresh Excel Reports

Microsoft Dynamics GP provides a great set of refreshable Excel reports. These are live reports, in Excel, connected to GP data. Even cooler, once you've got a report in Excel you can set it to update automatically.

• Once the Excel reports are deployed, go into Dynamics GP and select Financial from the Navigation Pane.
• Above the Navigation Pane select Excel Reports
• Double click the Account Transactions report in the Navigation List in the middle. Excel will open up with an Excel report.
• Click Data | Connections | Properties to open the Connection Properties window.
• Here are all of the refresh settings:
• Enable background refresh - typically you want this checked
• Refresh every X minutes - checking this and setting the number of minutes will force the sheet to get new data from GP on that interval. For example, if it's month end, you could set this to every 15 minutes to update your analysis new data is posted.
• Refresh data when opening the file - every time you open the worksheet, it pulls in the latest data
• Refresh this connection on Refresh all - typically you want this check so that it will refresh with the Refresh all button.

 

 

With the power of Excel and Excel reports you can refresh GP data on your terms.

Weekly Dynamic: Excel Report Builder Pivot Table

When working with Excel Report Builder you can choose to skip sending data to GP and have ERB setup a pivot table instead.

Simply change the Report Type to Pivot Table and save the report.

How To Deploy Excel Reports In Microsoft Dynamics GP 2010 R2 | azurecurve

azurecurve follows up with How To Deploy Excel Reports In Microsoft Dynamics GP 2010 R2

How to Modify an Office Data Connection in Dynamics GP | Dynamics GP Insights

Charles Allen shows off How to Modify an Office Data Connection in Dynamics GP

Using an Excel Data Connection as the Starting Point for a New Excel Report

eTelligent shows off Using an Excel Data Connection as the Starting Point for a New Excel Report

Feature of the week: Excel Report Pivot Tables in GP 2010 | onza blog

Onza covers Excel Report Pivot Tables in GP 2010 in their latest blog post.

Drill Down to Microsoft Dynamics GP windows from Excel - Dynamics GP Support and Services Blog

From the Dynamics GP Support and Services Blog comes a look at how to Drill Down to Microsoft Dynamics GP windows from Excel

Excel Report Builder - bug in SQL views created - Blog - Kuntz Consulting

Kuntz Consulting seems to have found a bug in SQL views created in some older versions of the Excel Export.

Feature of the Day: Multicompany Excel Reports in a single worksheet - Inside Microsoft Dynamics GP

Anyone want Multicompany Excel Reports in a single worksheet? Well it’s a new R2 Feature of the Day.

Feature of the Day: Excel Reports Bulk Deploy - Inside Microsoft Dynamics GP

With another Feature of the Day we look at Excel Reports Bulk Deploy - Inside Microsoft Dynamics GP.

This allows bulk deployment of Excel Report Builder reports in R2.

Feature of the Day: Rewrite Report Deployment Wizards - Inside Microsoft Dynamics GP

Inside Microsoft Dynamics GP has given us another Feature of the Day. This time its Rewrite Report Deployment Wizards.

These will make SSRS and Excel report deployments even simpler.

Frequently asked questions about the Excel Reports in Microsoft Dynamics GP 10.0 and 2010

In a new DynamicsCare post, I’ve highlighted a support document with Frequently asked questions about the Excel Reports in Microsoft Dynamics GP 10.0 and 2010.

This is by far the most complete document I’ve seen on using and deploying the core Excel reports in Dynamics GP. Thanks to Dynamics GP Land for pointing it out.

DynamicsBlogger: Excel Report Builder–Publish Report in GP 2010

The DynamicsBlogger has a great look at Excel Report Builder and how Publish Report in GP 2010 including information about security needed to publish Excel reports.

Weekly Dynamic: Exporting Data for Other Systems

Recently I’ve had a number of requests for regular processes to get data out of Dynamics GP for integration to other systems. The export formats were all over the place including CSV, fixed length and pipe delimited (|).

In all cases there have been common elements to the exports, they want them to be user initiated. There have also been common elements to the solution, Microsoft Excel.

In one case I used SmartList Builder to create a SmartList with everything we needed to export, then I used a SmartList Export Solution to provide a button for the user to export the data to Excel and activate an Excel macro to format and save the file.

In another case, the client didn’t own SmartList Builder so I used a refreshable Excel report to get the data we needed an then used a macro to format the export.

With the power of Excel, getting data out to other systems becomes easy.

Import / Export in the Builders for Dynamics GP

Devon Southall has a nice look at Importing and  Exporting items in the Builders (Smartlist Builder, Excel Report Builder, etc.)

How to copy SmartList to Excel Report Builder in Dynamics GP

Janakiram M.P. looks at How to copy Smart list to Excel Report Builder

Weekly Review: Excel Reports

The new Excel reports in Dynamics GP are really pretty cool and you don't need MOSS 2007 to play with them. You can use a network share to let your organization do a little Excel reporting.

To setup the default reports you need to do 2 things, deploy the connector and deploy the reports. Here's how:
In GP 10 pick Microsoft Dynamics GP-Tools-Setup-System-Reporting Tools Setup. Enter the system password if required.
Pick the Data Connections Tab

In the System Level Data connections box enter a shared network location to deploy the connectors to.
Do the same thing for the User Level Data connections. This can be a local directory.

Check Enable Data Connection Deployment. Check Deploy Data Connections for all existing companies if you want to run Excel reports off all your companies. Otherwise, when you deploy, you'll have to pick a company.

Click Run Deployment



Print or Cancel any reports and move to the Reports Library Tab.

Fill out the same type of information, Network location to deploy shared reports, local location for user reports, check the enable box and if you want to deploy for all companies, check the Deploy box.

Click the Run Deployment button. Print or cancel any reports.



You're done, now what?

You can navigate to the shared location from the Reports Library Tab and open one of the Excel reports. Even better from within Dynamics GP, go to the Navigation Pane on the lower left and pick Administration or the Administration tab. Click on Other Reports and wait for them to load.



Pick a report and double click it. The report opens nicely (and quickly in Excel). You may need to enable data connections. If a box pops up, enable data connections and go on.

In Excel 2007 the report shades every other row and provides filter handles on each column.

That's enough to let you play with it a little. I'll have more on GP 10's Excel reports and the cool things you can do with the connectors later.

Originally Posted by Mark at 3/25/2008 08:43:00 PM

Excel Report Builder Pivot Tables in Dynamics GP 2010 Pivot Tables

Over at Dynamics GP Builders & Reporting, Devon Southall has a great look at the new Pivot Table functionality in  GP 2010’s Excel Builder feature. Make sure you check out Excel Report Builder – GP2010 Pivot Tables – Sales By… anything! « Dynamics GP Builders & Reporting. Nothing warms and Excel junkies heart like Pivot Tables and yes, I fit into that category.