Getting the Data out of GP - Encore Business Solutions...SSIS / SSAS •PRO: Traditional ETL / Warehouse / Cube deployment •CON: Significant development effort. Jet Enterprise •PRO:

Getting the Data out of GPSteve Michaelson

Steve MichaelsonUsing GP since 2002 (GP 8)

Previously a BI Developer

Using SQL since 1998 (7.0)

I love USEFUL reporting

Reporting Needs

• Financial Statements

• Problem-Solving

• Trending and Planning

• Alerts and Warnings

• Metrics and KPIs

• Self-Service BI

Financial Statements

• Advanced Financials

• Management Reporter

• Jet Express

• 3rd Party Products• BI360

• Prophix

Advanced Financials

• PRO: Included with GP installation

• PRO: Operates inside GP

• CON: Not very flexible

ManagementReporter

• PRO: More flexible than Advanced Financials

• CON: Deprecated

Jet Express

• PRO: Excel interface

• PRO: Flexible, Powerful

BI360

• PRO: Nice interface / Powerful reporting

• CON: Separate Purchase / Learning Curve

Prophix

• PRO: Nice interface / Integrates with Budgeting & Forecasting

• CON: Separate Purchase / Learning Curve

Problem-Solving

• Smartlist

• Advanced Smartlist

• Navigation Lists

• GP Reports

• SSRS Reports (Out-of-the-Box)

• Excel Reports (Out-of-the-Box)

Smartlist

• PRO: Powerful query tool / Comes with GP

• CON: Limited to 4 Searches

AdvancedSmartlist• PRO: Adds searches

Compound Searches Flexibility

• CON: Separate

(though affordable)

purchase

Navigation Lists

• PRO: Allow for actions directly from report

• CON: Limited to Out-of-the-Box

GP Reports

• PRO: Part of GP / Can be modified in Report Writer

• CON: Do not export well

GP Reports

• PRO: Part of GP / Can be modified in Report Writer

• CON: Do not export well

• *Screenshot

SSRS Reports

• PRO: Do not require GP login

• CON: Require SSRS Initial Config

Excel Reports

PRO: Do not require GP login

PRO: Nice Dashboards

CON: Some Configuration

CON: Similar to Some Smartlists

Excel Reports

Can be configured on network share

Data is not saved in reports (secure)

Trending & Planning

• Business Analyzer

• SSRS (Custom Reports)

• 3rd Party Products• Smartlist Builder (inc. Excel & Nav List Builder)

• Tableau

BusinessAnalyzer• PRO: Imbedded

in GP/Navlist

• CON: May need configuration

Business Analyzer

• PRO: Imbedded in GP/Navlist

• CON: May need configuration

CustomSSRS• PRO: Very Flexible

• CON: Requires development

SmartlistBuilder• PRO: Very flexible

incorporated in Smartlist

• CON: Separate purchase

Tableau

• PRO: Beautiful reports / User-friendly

• CON: Users may trend towards eye candy

Alerts & Notifications

• Smartlist Reminders

• GP Business Alerts

• SQL Mail Jobs

• 3rd Party• eOne Extender

Smartlist Reminders

• PRO: Alerts on Home Page in GP

• CON: Need to log in to GP to see

GP Business Alerts

• PRO: Email without need for logging in to GP

• CON: Beware of too many emails

SQL Mail Jobs

• PRO: Completely flexible

• CON: Requires TSQL knowledge

eOne Extender Enterprise

• PRO: Alerts in GP windows

• CON: Separate Purchase

Metrics and KPIs

• Business Analyzer

• Excel Dashboards

• PowerBI

• 3rd Party• Tableau

• Jet Professional

Business Analyzer

• PRO: Within GP or Stand-alone / Navigation Lists

• CON: Limited Out-of-the-Box Metrics

ExcelDashboards• PRO:

Familiar Interface

• CON: Requires Configuration

PowerBI

• PRO: Great interface / Integrates into GP Homepage

• PRO: GP 2018 Defaults

• CON: Initial learning curve

Jet Professional

• PRO: Familiar Interface for Jet Express Users


Self-Service BI

• Analysis Cubes

• SSIS / SSAS

• 3rd Party• Jet Enterprise

Analysis Cubes

• PRO: Included in GP

• CON: Out-of-the-Box cubes are limited

SSIS / SSAS

• PRO: Traditional ETL / Warehouse / Cube deployment

• CON: Significant development effort

Jet Enterprise

• PRO: Streamlined SSIS/SSAS Process


• PRO: Streamlined SSIS/SSAS Process


Jet Enterprise

Recap

• Financial Statements

• Problem-Solving

• Trending and Planning

• Alerts and Warnings

• Metrics and KPIs

• Self-Service BI

• Mix and Match to fit Needs

• Ensure reports are USEFUL

Your Encorites for Today’s Session

Steve MichaelsonSolution Specialist

[email protected]

Direct: 206-508-8799

Encore Care Support:

[email protected]

1-866-472-0824

www.encorebusiness.com

mailto:[email protected]:[email protected]

• Subject matter covered:• Exporting and reporting from Dynamics GP

for master records, transactions, metrics and KPIs

• Session objectives:• Give the client options to automate reporting

and data export for diverse systems

• Methods of presentation:• Training Session with Accompanying Slide

Deck; Demo>

• Education and/or experience prerequisites:

• Basic Level to Intermediate

• Level of knowledge to be attained:

• Basic to Intermediate Overview of Fundamentals

CPE Credit Session Information

Questions?

Thank youPlease fill out the survey provided

Documents

Getting the Data out of GP - Encore Business Solutions...SSIS / SSAS •PRO: Traditional ETL / Warehouse / Cube deployment •CON: Significant development effort. Jet Enterprise •PRO: