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Parent Category: Excel with GP
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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…
Create a Financial ~ Account Transaction Smart List Object. Add all the fields you want and enter criteria.
If you want the entire year, add the column…
Recently, I saw this question on Dynamics GP Partner Forum. Background of this issue is that the client is having latest Excel Report Builder with Dynamics GP service pack 4. Whenever they try to…
In Excel Report Builder for Dynamics GP V10, we get to see this message when a User other than “sa” tries to publish the Report.
"Excel Report Builder: You do not have security…
In particular, after installing updates or service packs after v10.00 SP2, receiving the following message:
eOne.Dynamics.GP.ExcelBuilder.Engine.dll: Exception has been thrown by the target of an invocation. InnerException: The type initializer for 'eOne.Dynamics.GP.ExcelBuilder.GPAddIn' threw an exception.
The error message is shown after launching the application and before the login window is displayed. It looks like the…
Excel Report Builder Report Publishing
Module: SmartList Builder
Why this feature is cool!
In Microsoft Dynamics GP 2010, any user will be able publish Excel Report Builder reports as long as certain criteria are met. The user…
Excel Report Totals
Module: SmartList Builder
Why this feature is cool!
Users can now automatically total numeric columns in Excel with Excel Report Builder! When setting up an…
I was speaking with one of our great Dynamics GP Partners today and mentioned the word “PowerPivot” on the call as though I assumed he (and everyone else in the Microsoft community) knew what I was talking about. I shouldn’t have been surprised to find out he hadn’t heard of this yet, as now that I look back through our blog posts and communications to our Customers and Partners, we haven’t done a great job of telling everyone about THE NEXT BIG THING when it comes to Microsoft Office 2010 (at least for you spreadsheet junkies out there). That next big thing is PowerPivot for Excel 2010, or what…
Weekly, the Dynamics GP team will be posting a ‘Did you know?’ series. We’ll give tips, tricks, and general comments around features and functions that already exist in Microsoft Dynamics GP.
Our challenge to you is…how much do you really know about Dynamics GP?
Our topic this week is Excel Report Builder.
Now, you may think, I’m happy with my SmartLists and I don’t want to start something new or I have the Crystal reports I need, so why introduce something new. Hey, I agree, it’s usually a good strategy to not mess with something that’s working. …
Microsoft Dynamics GP V10 delivered 200 out of the box Excel Reports that allow you to quickly generate, modify and save refreshable excel files. The beauty of this is the ability to create pivot tables and graphs quickly off of Dynamics…
Recently I've been getting quizzed a lot on the Excel Reports that are part of Dynamics GP10.0 and the Excel report…
I've always had a great reaction when demoing the new Dynamics GP10.0 Microsoft Excel reports and Office Data Connections (ODC). However this often leads to many questions such as how do they work so I wanted to add some clarity to this.
Dynamics GP 10.0 and Microsoft Office provide an integration method called an Office Data Connection that allows us to view Dynamics GP data in Excel worksheets. When the data connections are deployed, ODC files are created and saved to a server location. Each ODC file links to a company or system database and this ensures that the most recent data is displayed whenever an ODC file is opened.
Each ODC file corresponds to a SmartList favourite so the ODC file called Customers Customer Balance contains the same data as the Customer Balance SmartList object.
You can also deploy Excel reports to a shared network location or if you have Office SharePoint Server 2007 in your enterprise then they can be reports library. Each Excel report connects to a single ODC file to display data therefore the Excel report called…
There are always underutilized features in new releases, but I think that Excel Reports has to top the list in Dynamics GP 10.0. I deploy them and train on them, but haven't found clients adopting them as I thought they would. Little did I know, I just had to be patient.
I remember when I was first learning Great Plains, and I would routinely look for a report whenever someone asked me for information. My coworker would constantly remind me that I could look in Smartlist, too, and that…
When this class is over you will never look at Excel and Dynamics GP independently…
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