Hands On With MDGP 2018 RTM: Deploy Excel Reports

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released. In this series of posts, I will be stepping through the installation of Microsoft Dynamics GP and additional products and then will move on to taking a look at the new functionality which has been introduced.

The series index for this series of posts is here and will automatically update as posts go live.

The deployment of the Excel Reports is is done via Reporting Tools Setup (Administration area page >> Setup >> System >> Reporting Tool Setup). Click the Excel Reports tab.

Change the Location to Network Share. Reports Directory can be set at both the System Level (for the out of the box reports) and User Level for customised reports.

You can also set a subfolder for where the reports are to be deployed; this is useful when you have more than just the Microsoft Dynamics GP reports deployed onto the report server.

Make sure the checkboxes in the Deployment Options section are checked and click the Deploy Reports button.

Reporting Tool Setup

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Microsoft Dynamics GP 2016 R2 Financial Dashboard Error

Microsoft Dynamics GPWhen reviewing some dashboards with a client a while ago we encountered an error launching the Financial Dashboard:

Microsoft Excel - We found a problem with some content in 'T16R2 Financial Dashboard.xlsx'. Do you want us to try to recover as much as we can? If you trust the source of this workbook, click Yes.

Microsoft Excel

We found a problem with some content in 'T16R2 Financial Dashboard.xlsx'. Do you want us to try to recover as much as we can? If you trust the source of this workbook, click Yes.

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Hands On With Microsoft Dynamics GP 2016 R1: Create Company

Microsoft Dynamics GPIn the last couple of posts in this series, we have deployed the system database and Fabrikam sample database. In this post, I’m going to create a new company using GP Utilities.

Enter the user and password and click OK to log in:

Welcome to Microsoft Dynamics GP Utilities

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Hands On With Microsoft Dynamics GP 2016 R1: Deploy Sample Company

Microsoft Dynamics GPWith the system database deployed it is now time to deploy the sample company. This is done by launching GP Utilities.

Enter the user and password and click OK to log in:

Welcome to Microsoft Dynamics GP Utilities

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MDGP 2015 R2 Feature of the Day: Display Debits before Credits

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 has been released and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The twenty second Feature of the Day is . A top suggestion on the MS Connect site, this feature moves the Debit column to display before the Credit column by default in account transaction reporting options in which the Credit column previously displayed before the Debit column.

This applies to SmartLists and Excel Reports, as well as the database tables and views on which the reports are based.

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

MDGP 2013 R2 Feature of the Day: Dashboards

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog started a series of Microsoft Dynamics GP 2013 R2 Feature of the day posts the other day. As they did with the Microsoft Dynamics GP 2013 Feature of the Day posts they are doing them as short posts containing a PowerPoint slide show. I am translating these from the PowerPoints into posts; you can find my series index here.

The twentieth Feature of the Day covered is Dashboards. Four new reporting dashboards have been added to the Excel Reports in Dynamcis GP 2013.

The new dashboards are for the Financial, Sales, Purchasing and Inventory series and are deployed with the other Excel Reports. These refreshable reports can deployed to a shared network drive, SharePoint or SharePoint Online.

The Financial dashboard:

Financial dashboard

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MS Connect Suggestion: Add Voided Column To SOP Transaction Excel Report

Microsoft Dynamics GPBelinda Allen has a suggestion on MS Connect which she would like our votes for.

The suggestion is as follows:

If the Excel Refreshable Report for SOP Line Items is used, it includes voids. The Data Connection properties have to be edited to exclude voids, rendering this refreshable report useless; unless you are not keeping voided transactions in History. I would like a column for voids added. Pretty much line item detail Excel Refreshable Reports will need this.

This would be a very useful feature to have and I would encourage you to go to MS Connect and vote.

Review of Microsoft Dynamics GP 2013 Reporting by David Duncan and Christopher J Liley

Microsoft Dynamics GPI have received a copy of the newly published Microsoft Dynamics GP 2013 Reporting, by David Duncan and Chrisopher J Liley, from Packt Publishing to review. This is an update of a previous book the pair wrote for Microsoft Dynamics GP 2010:

Microsoft Dynamics GP 2013 Reporting

The book covers an extensive range of the reporting tools in, or available with, Microsoft Dynamics GP 2013:

  • SmartList Builder including Excel Report Builder
  • Report Writer and Word Templates
  • Reporting Services Reports
  • Analysis Cubes
  • Management Reporter

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How To Deploy The Demo Company In Microsoft Dynamics GP 2010

Microsoft Dynamics GPIn the last couple of posts, I showed how to configure the server of Microsoft Dynamics GP by creating the System database and how to create a new company. In this post I’m going to run through deploying the Fabrikam, Inc. demo company.

To create the company, open GP Utilities (Windows Start menu ¯ All Programs ¯ Microsoft Dynamics ¯ GP Utilities) by right clicking and select Run as Administrator. Log in as the SQL System Administrator (sa);

Welcome to Microsoft Dynamics GP Utilities

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How To Create A Company In Microsoft Dynamics GP 2010

Microsoft Dynamics GPIn the last post, I showed how to configure the server of Microsoft Dynamics GP by creating the System database. In this post I’m going to run through the company creation process.

To create the company, open GP Utilities (Windows Start menu ¯ All Programs ¯ Microsoft Dynamics ¯ GP Utilities) by right clicking and select Run as Administrator. Log in as the SQL System Administrator (sa);

Welcome to Microsoft Dynamics GP Utilities

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