Tag Archives: Reporting

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

Belinda 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.

Posted in Dynamics, Excel Reports, GP, Microsoft, Microsoft Connect | Tagged , , , , , , , , | Leave a comment

Sales Analytics Dashboard Available Now From DynamicAccounting.net

In what looks to be the first in a set of analytics dahsboards, Mark Polino has released a Sales Analytics dashboard on his DynamicAccounting.net site.

The dashboard builds on the ideas covered in Mark’s recent Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 and can provide a really good shortcut to getting started using an Excel dashboard rather than rolling your own from scratch.

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Posted in DynamicAccounting.net Analytics, Dynamics, GP, Microsoft, Office, Office 2010, Office 2013, Third Party Add-on | Tagged , , , , , , , , , , , , , | Leave a comment

Microsoft Dynamics GP 2013 Reporting – Second Edition eBook Giveaway

I am pleased to announce that I have teamed up with Packt Publishing and are organizing a give away especially for you. All you need to do is submit a comment below the post and win a free e-copy of Microsoft Dynamics GP 2013 Reporting – Second Edition by David Duncan and Christopher J Liley. Five lucky winners stand a chance to win an e-copy of the book.

Keep reading to find out how you can be one of the Lucky Ones.

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Posted in Dynamics, eBook Giveaway, GP, Microsoft, Packt Publishing | Tagged , , , , , , , , , , , , , , , , | Leave a comment

Management Reporter Period 13 Is Not Valid For Company

This is an issue I came across a few months ago and misplaced my screenshots. Having just stumbled across them on my test Hyper-V server I decided it is still worth posting about.

I was doing some testing on a system with multiple companies created and was looking at a report consolidating figures from all of them into one report. When the report was generated it failed and gave the error message below for several of the companies in the Report Queue Status window:

Period 13 for fiscal year 2013 is not valid for company <company name>. No data will be returned for this company.
Period 13 for fiscal year 2013 is not valid for company <company name>. No data will be returned for this company.

I checked the Fiscal Period Setup in Microsoft Dynamics GP for all reported companies and all of them had the same period 13 defined. Management Reporter, as well as reporting errors in the Report Queue Status window, logs errors in the Windows Event Viewer.

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

I 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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Posted in Analysis Cubes for Excel, Business Analyzer, Dynamics, Excel Reports, GP, Management Reporter, Microsoft, Modifier with VBA, Report Writer, Reporting Services Reports, SmartList, SmartList Builder, Word Template Generator | Tagged , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Business Analyzer R5 First Run

With Business Analyzer R5 installed it’s time to take a look.

Clicking the tile will launch the app which will show a Net Income – Summary view and, as is standard in Microsoft apps, a slice of the next part of the app:

Net Income - Summary view

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Posted in Business Analyzer, Dynamics, GP, Management Reporter, Microsoft, Web Viewer | Tagged , , , , , , , , , | Leave a comment

Fixing Base Period On Management Reporter Sample Company Reports

I did a couple of posts a while ago on fixing the sample company reports (the first post fixed the Row and Column Definitions and the second the Reporting Tree Definitions), but there has been another issue with them that has been bugging me for a while.

The reports are configured to run for periods around the current system date, which means dates in 2013. But the Fabrikam sample company is in 2017 so the reports return no data. With Management Reporter storing its reports and configuration information on a SQL Server database, it is possible to tweak the reports to run for 2017.

I checked each of the reports to see how what Base period they were using and then worked out what I needed to update to set the reports to run for similar periods in 2017.

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Management Reporter Incorrect Figures Caused By Lower Case

A client reported a problem with Management Reporter returning incorrect figures when a link to the Financial Dimensions on the Row Definition had been entered in lower case.

The reports in question had been created in FRx which was rather more forgiving that Management Reporter is for these things. The client had quite a large number of reports which may, or may not, have had segments entered in lower case so the client didn;t want to have to check and update manually.

I again delved into the Management Reporter SQL database and updated the ControlRowCriteria table to capitalise the Low and High values of the link to financial dimensions using the script below:

UPDATE
   ControlRowCriteria
SET
   Low = UPPER(Low)
WHERE
   LEN(Low) > 0
GO

UPDATE
   ControlRowCriteria
SET
   High = UPPER(High)
WHERE
   LEN(High) > 0
GO

Once the update had been run, the client checked their reports and confirmed that they were now returning the correct figures.

Posted in Dynamics, GP, Management Reporter, Microsoft | Tagged , , , , , , , , , | 2 Comments

Can’t Delete Company In Management Reporter

We recently took on a new client who already had Microsoft Dynamics GP and had been migrated to Management Reporter before we took them on for support.

I did a little exercise of checking configuration and tidied up where needed. One item I found was two companies in Management Reporter which were not needed; these were the FW and FWC companies.

When I selected the first of them and hit delete, I received the following message:

Management Reporter 2012 - This company is referenced by an existing report definition or reporting tree definition. Remove these associations before deleting the company.Management Reporter 2012 – This company is referenced by an existing report definition or reporting tree definition. Remove these associations before deleting the company.

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Management Reporter Link To Financial Dimension Range Problem

Management Reporter again, folks, after a short delay; I finally completed on a house purchase, in rural Northumberland, two years after I started work at Perfect Image.

I received another call that data on a report was not coming out correctly a short time ago (I’ve had the screenshots stored for a while until I had time to write this post); the numbers didn’t match those in Microsoft Dynamics GP or those on the old FRx report (which did match the numbers in GP.

I started by checking the Row Definition and the Link to Financial Dimension column to see what information was being brought through. The setup with ranges for the excludes struck me as a little odd with the ranges of 1:1, 10:10 and 100:100:

Dimensions

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