I’m not very good with Microsoft Excel. People often think that I am becuae I can concatenate data and write if statements and other formula, but, beyond this, my knowledge is very shallow.
There are things that I know you must be able to do, but have no idea how. As such, I often default to loading data into SQL Server to manipluate. When dealng with large quantities of data, I think this is still the best thing to do, but for smaller datasets, using Excel makes more sense.
There may be a number of other posts, covering fairly simple functionality in Microsoft Excel, that I post in future as reminders for myself.
The first of these Excel tips, is identifying unique data. In Excel this is actually quite simple (once you know how).
If I wanted to identify how many unique vendor ids I had in a dataset, I can do this in only a small number of steps.
Select the columns containing the data I want to search; in this case, the Vendor ID and Vendor Name columns. Select the DataSort & Filter section, click Advanced:
Microsoft Dynamics GP 2015 R2 was released at the end of May. As I mentioned at the time, I was away from home for work and rather busy otherwise so this series of posts has been somewhat delayed.
However, I am now getting my hands on GP 2015 R2 and thought I would do my usual set of posts on the installation of the various components and also the usage of the new functionality. This is going to be quite a long series of posts, so keep checking back regularly.
When using the Word Templates to replace the standard reports for printing reports such as invoices, remittances or purchase orders you can do changes to the format or layout using the standard functionality of Microsoft Word.
However, if you want to add additional fields then you need to install the Microsoft Dynamics GP Add-in for Microsoft Word. Do this by launching the Microsoft Dynamics GP setup utility from the downloaded installation media and, under Additional Products, click on Microsoft Dynamics GP Add-in for Microsoft Word:
One of the very useful additions in Microsoft Dynamics GP 2010 was the ability to create invoice, remittance and other types of documents in a Word Template rather than having to do it all in Report Writer (although Report Writer is still needed if you want to create a custom field or make other fields available to the Word Template). While much of the editing and changing of formatting can be done using Word as is, if you want to add any new fields then the Microsoft Dynamics GP Add-in for Microsoft Word is required on any machine which will be used for doing this.
To install the Microsoft Dynamics GP Add-in for Microsoft Word open the setup.exe from the Microsoft Dynamics GP 2015 installation media and, under Additional Products, select Microsoft Dynamics GP Add-in for Microsoft Word:
The stand out items for me is that support has been dropped for several older versions of Windows, SQL Server and Office:
Windows XP all editions
Windows Vista all editions
Windows Server 2003 all editions
2008 all editions (including R2)
The only surprise on the above list is that some of the software listed as no longer supported was also listed as no longer supported with Dynamics GP 2013; in fact only SQL Server 2008 is new to the list.
Apart from the above retired software, the recommendations look pretty much the same as Dynamics GP 2013; Windows 8.1 and SQL Server 2014 have been added as supported.
I got a copy of Mark Polino’s Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 the other week with the intention of working through it following all of the examples. However, the reality is I don’t have the time to do this due to other commitments (both work and outside of work ones).
This book will teach you how to build a dashboard using Excel 2013 with information from Microsoft Dynamics GP 2013, how to make Excel a true business intelligence tool with charts, sparklines and slicers and show how to utilise PowerPivot’s full potential to create even more complex dashboards;
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