Embed Size (px)
Citation preview
Using Excel Report Builder with Dynamics GP Charles Allen Managing Consultant BKD Technologies
To Receive CPE Credit
Participate in entire webinar Answer polls when they are provided If viewing this webinar in group
o Complete group attendance form with Title & date of live webinar Your company name Your printed name, signature & email address
o All group attendance sheets must be submitted to [email protected] within 24 hours of live webinar
If all eligibility requirements are met, each participant will be emailed their CPE certificates within 15 business days of live webinar
Introduction
Charles Allen
Managing Consultant
More than 22 years of experience
Microsoft MVP & MCP
Agenda
What is Excel Report Builder?
Creating Simple Excel Report
Field Options
Restrictions
Calculated Fields
Report Options
Using Drill Downs
Publishing Excel Reports
Polling Question 1
Do you frequently export SmartLists to Excel?
Yes
No
Unsure
Excel Report Builder
What is Excel Report Builder?
Tool to create refreshable Excel spreadsheets
What is Excel Report Builder?
Capabilities with Excel Report Builder include
Creating new Excel Refreshable Reports
Creating pivot tables
Create Excel Reports with drill-down capabilities from sheet to GP window
What is Excel Report Builder?
Requirements
Office XP to 2010 for viewing (Need Microsoft Office Compatibility Pack for versions XP to 2003)
SharePoint 2007 or 2010, if deploying to SharePoint
Polling Question 2
Can you use Office XP to view Excel reports?
Yes
No
Unsure
Multiple Tables
Joined tables
Inner (one-to-one record match between two tables)
Left outer (all records from first table with matching records from joined table)
Matched tables - combine work, open & historical versions
Creating Simple Excel Report
Field Options
Used to display data in columns
String formats – SSN, phone number, other
Date formats
Number formats – symbols, decimal places, negative values
Restrictions
Used for restricting data
Slims down amount of data sent to Excel
Prevents users from entering restrictions in Excel
Calculated Fields
Create additional fields instead of exporting to Excel to create calculations
Use simple expressions, such as “Field1” or “Field2”
Use Transact SQL such as case statements
Field Options, Restrictions & Calculation Fields
Report Options
Display totals at end of list
Create multi-company reports
Consolidate reports into one workbook or worksheet
Create summary pages
Using Drill Downs
Used for adding drill-down capabilities to cells in your reports
Can use existing list or create one
Publishing Excel Reports
Two options for deployment
SharePoint
File Share
Polling Question 3
Can you export Excel reports to SharePoint?
Yes
No
Unsure
Polling Question 4
Can you create reports with drill downs to GP windows?
Yes
No
Unsure
Business Intelligence (BI) Assessment
In an effort to help our clients achieve better reporting capabilities, BKD Technologies is offering full-day BI strategy assessment to your organization.
We plan to
Come to your office
Review existing BI capabilities & needs
Document gaps/Draft BI assessment
Recommend options for filling gaps
Introducing Training Options from BKD
BKD wants to help support your GP solution by offering training opportunities for your organization
Training alternatives will include classroom training in Kansas City area as well as web-based training
Look for these courses coming in 2012
Business Intelligence for Microsoft Dynamics GP
Report Design in Management Reporter 2.0
FRx 6.7 Report Design Essentials 1, FRx 6.7 Report Design Essentials 2
Report Writer
BKD Technologies Support Center
Microsoft Dynamics GP
877.253.7778 toll free [email protected]
Monday - Friday
8 a.m. - 5 p.m. Central time
Stay Connected
Follow
us on
Join us
on
dynamicsGPinsights.com
At Dynamics GP Insights
you can read articles,
watch webinars & join the
conversation! View
videos at
YouTube
Next Month
Part Three of Builder Series
Navigation List Builder
Thursday, May 24, 2012
10:00 a.m. - 11:00 a.m. Central time
28 28
Continuing Professional Education (CPE) Credits
BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
The information in BKD webinars is presented by BKD professionals, but applying specific information to your
situation requires careful consideration of facts & circumstances. Consult your BKD advisor before acting
on any matters covered in these webinars.
CPE Credit
Up to one CPE credit will be awarded upon verification of participant attendance; however, credits may vary depending on state guidelines
For questions, complaints or comments regarding
CPE credit, email BKD Learning & Development Department at [email protected]
Charles Allen | Managing Consultant | 713.499.4629 | [email protected]
![(5) C n & Excel Excel 7 v) Excel Excel 7 )Þ77 Excel Excel ... · (5) C n & Excel Excel 7 v) Excel Excel 7 )Þ77 Excel Excel Excel 3 97 l) 70 1900 r-kž 1937 (filllß)_] 136.8cm 136.8cm](https://img.pdfslide.us/doc/110x75/5f71a890b98d435cfa116d55/5-c-n-excel-excel-7-v-excel-excel-7-77-excel-excel-5-c-n-.jpg)
