Recent ISC Software Webinar: Powerful document generation for Dynamics GP

ISC Software SolutionsIn our most recent webinar, we took a look at Powerful document generation for Dynamics GP. In this webinar, we covered how dox42 can be used to design attractive document templates in Microsoft Office and integrate data from Microsoft Dynamics GP and other systems such as SharePoint or Microsoft 365. If you want to catch up on this, or any other, webinar, you can do so here.

In this blog post, I am going to recap the webinar and show the benefits and some example uses of dox42 for generating documents with data from Dynamics GP and other systems:

  1. Introducing dox42
  2. Examples of how dox42 can be used
  3. Template Design
  4. Integrate data from various sources
  5. Automate your output
  6. Key benefits
  7. Examples from Dynamics GP
  8. Conclusion

Introducing dox42 ^

dox42 are headquartered in Vienna Austria and sell dox42 through a partner channel using companies such as ISC Software. It allows you to generate individualised documents from all your existing systems, including Microsoft Dynamics GP, automatically. Offers, quotes, contracts, inspections or server-reports, presentations, Excel-charts and insurance policies; dox42 is a flexible, powerful and intuitive application which allows you to use the common interface of Microsoft Word, Excel or PowerPoint to design document templates.

Continue reading “Recent ISC Software Webinar: Powerful document generation for Dynamics GP”

Excel Snippet: Preserve Decimals in Result of Formula

Microsoft ExcelI might not post many Excel snippets, but I’m collecting them into a small Excel Snippets series to make them easy to find.

I do far more manipulation of data in SQL scripts than I do in Excel, but sometimes need to accomplish something in Excel for clients. This time I was working with a client using Excel to generate a Microsoft Dynamics GP macro to update some costs.

We realised when testing that the decimal places were being lost by Excel so the macro contained 100 for £100 instead of the 100.00 which is needed for the macro to run successfully. I tired a couple of things and eventually found that TEXT can be used to retain the decimals.

The example, below, also includes a ROUND to reduce the result of a calculation to only two decimals.

=TEXT(ROUND(B2,2),".00")

Excel Snippets: Series Index

Microsoft ExcelMy knowledge of using Excel is somewhat patchy; there are some things I can do easily and other simple things which I find troublesome. While I might not post many Excel snippets, I’m collecting them into a small series to make them easy to find again in future.

I’ve already been doing similar posts with Network Shell Snippets, PowerShell Snippets and VBA Snippets. The series index will automatically update as posts go live, but if you’re reading a syndicated version, you’ll need to check back to the original post

Excel Snippets
AND/OR Operators

Excel Snippet: Get first day and last day of month using an Excel formula

Microsoft ExcelIt doesn’t come up very often as I do a lot of work using SQL Server rather than Microsoft Excel, but every so often I do need to do some date manipulation in Excel.

The formula, below, can be used to get the first and last days of a month (typically used for accruals); I had to do some research to find the syntax for Excel only to be surprised that it was similar to that of SQL Server (although both are Microsoft products so I maybe should not have been surprised).

Get last day of month:

=EOMONTH(TODAY())

Get last day of last month (same as above but subtract 1 within the function parameters to step back a month):

=EOMONTH(TODAY() , -1)

Get first day of this month (again using the EOMONTH function, but plus 1 outside of the function to add a day):

=EOMONTH(TODAY(), - 1) + 1

There is an alternate way of getting the first day of this month which uses a different function, but I find using EOMONTH easier to remember:

=TODAY() - DAY(TODAY()) + 1

The TODAY() function could be replaced with a table reference to calculate the first or last day of a month using other dates other than todays.

SmartConnect Error: Data source name not found…

Microsoft Dynamics GPI’ve recently been working on a SmartConnect project with a client. Integrations were created, tested and signed off as working by the members of the project team. However, when additional users starting using SmartConnect, an error was encountered by some users, not all, running the integrations:

Error running integration

Connection could not be validated

ERROR [IM002] [Microsoft][ODBC Driver Manager] Data source name not found and no default driver specified

The integrations were using an Excel file data source and, when checked, the users having problems had the 64-bit version of Microsoft Office installed and the working ones had the 32-bit version. You don’t need to repalce the whole office installation, just install the 32-bit version of the Microsoft Access Database Engine 2016 Redistributable from the command line as a silent install.

Microsoft Dynamics GP Macros: Macro By Excel Formula

Microsoft Dynamics GPIn this series I am taking a look at how macros can be used to update data in Microsoft Dynamics GP.

Over the last couple of posts, I’ve shown how data can be merged into the macro template using either mail merge or a SQL script. This post is going to show the final method I use for merging data into the macro template, which is to use an Excel formula.

I am using an Excel spreadsheet with two columns, USERID and PASSWORD. I am going to add a third column to the spreadsheet to hold the formula containing the macro.

User data in Excel

Continue reading “Microsoft Dynamics GP Macros: Macro By Excel Formula”

Sales Analytics Dashboard Available Now From DynamicAccounting.net

Microsoft Dynamics GPIn 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.

Continue reading “Sales Analytics Dashboard Available Now From DynamicAccounting.net”

Microsoft Dynamics GP 2013 Reporting – Review Incoming

Microsoft Dynamics GPI have received a copy of Microsoft Dynamics GP 2013 Reporting to review which I will be doing over the next couple of weeks.

This is an update to the previous edition of the book for Microsoft Dynamics GP 2010, but this one is for the current version:

Microsoft Dynamics GP 2013 Reporting

I’ll be giving it a thorough read and, setting aside my distaste for reporting outside of Management Reporter, I may even follow some of the examples and post a detailed account.

If you don’t want to wait for my review of the book, it can be bought now from Packt Publishing.

Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 by Mark Polino – A (short) Review

Microsoft Dynamics GPA few weeks ago Mark Polino, in conjunction with Packt Publishing published another book, the Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013;

Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013

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).

Continue reading “Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 by Mark Polino – A (short) Review”

Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 by Mark Polino

Microsoft Dynamics GPFollowing on relatively quickly from Leslie Vail’s new Microsoft Dynamics GP book, , available from Packt Publishing, comes Mark Polino with Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013.

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;

Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 by Mark Polino

Continue reading “Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 by Mark Polino”