Get Data from Microsoft Dynamics GP to Excel – Part 1 of 4 (with Video)

I was recently asked how to get the Microsoft Dynamics GP General Ledger Account Segments into an Excel file.  I thought, I’ll just do a four-part series.  It doesn’t matter what you want, if it’s in Dynamics GP, you can get it into Microsoft Excel. 

I was recently asked how to get the Microsoft Dynamics GP General Ledger Account Segments into an Excel file.  I thought, I’ll just do a four-part series.  It doesn’t matter what you want, if it’s in Dynamics GP, you can get it into Microsoft Excel. Design

Continue reading “Get Data from Microsoft Dynamics GP to Excel – Part 1 of 4 (with Video)”

From Sean Dorward: Unable to connect to the PowerBI Site to your Microsoft Dynamics GP

The following is a terrific post from Microsoft Dynamics GP MVP, Shawn Dorward.

The following is a terrific post from Microsoft Dynamics GP MVP, Shawn Dorward.

This blog post is part of a series of blogs designed to help a business understand the interaction between Dynamics GP and Power BI, how to setup Power BI with Dynamics GP and what some of the options are for this functionality. This write up was done using Dynamics GP 2018. To view the full…

via Dynamics GP & Power BI – Unable to connect to the Power BI site. Contact your system administrator. — GP Life Hacks

Microsoft GL Actual compared to Budget Dashboard using eOne Excel Builder and Excel in 23 minutes! (with Video)

In the attached 23-minute video, I walk you through the process of using eOne Software’s Excel Builder in Microsoft Dynamics GP and Excel to create a dashboard to assist in budget to actual comparisons.

If you create budgets, you’ll need to compare them to actual numbers to see how close you are coming to your estimates/forecasts/budgets.

If you are holding Department Heads/Managers accountable to budgets, they need to review how they are doing along the way.

In the attached 23-minute video, I walk you through the process of using eOne Software’s Excel Builder in Microsoft Dynamics GP and Excel to create a dashboard to assist in budget to actual comparisons.

Continue reading “Microsoft GL Actual compared to Budget Dashboard using eOne Excel Builder and Excel in 23 minutes! (with Video)”

Dimension Analysis for MDA – SQL View for Microsoft Dynamics GP — GP Life Hacks

I LOVE MDA and apparently, so does Microsoft Dynamics GP MVP, Shawn Dorward.  checkout his blog post below.  He gives away a free MDA SQL View.

I LOVE MDA and apparently, so does Microsoft Dynamics GP MVP, Shawn Dorward.  checkout his blog post below.  He gives away a free MDA SQL View.

Earlier I wrote about how to use MDA for dimension analysis rather than Analytical Accounting. You can find that blog here. To continue that thought, I have created a SQL view to help users get that dimensional analysis data easily! The script captures commonly used data – if you feel I am missing something, please…

Continue reading “Dimension Analysis for MDA – SQL View for Microsoft Dynamics GP — GP Life Hacks”

Using Relative Date Filtering in Microsoft Power BI

In this video, I demonstrate using Relative Date Filtering in Microsoft Power BI. My dataset contains unpaid Accounts Payable invoices and their due dates. I use the Filter options to restrict the visual to display only invoices that are in the next 275 weeks. My sample data is way out in the future, realistically, you would want to see what’s due this week, month, etc.

Check out this blog post from my www.BIBelinda.com blog.

 

Continue reading “Using Relative Date Filtering in Microsoft Power BI”

MBS Podcast: Presenting Convergence… Yeah, you’ll understand after you listen. Podcast 2

Today we’ll be talking about the new Microsoft Business Summit, and whether it really is the return of Convergence.  You’ll also get to listen in on our sharing how we prepare and come up with topics on which to present.

This podcast was recorded on 4/13/2018.

Listen Here!

Our Sponsor today is PowerGP Online.  Visit their site at PowerGPonline.com

This podcast is the opinions and ideas of three Microsoft MVP’s, who are wrong a lot.

 

MBS Podcast

Today we’ll be talking about the new Microsoft Business Summit, and whether it really is the return of Convergence.  You’ll also get to listen in on our sharing how we prepare and come up with topics on which to present.

This podcast was recorded on 4/13/2018.

Listen Here!

Our Sponsor today is PowerGP Online.  Visit their site at PowerGPonline.com

This podcast is the opinions and ideas of three Microsoft MVP’s, who are wrong a lot.

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27 steps to make you better than 99% of other people — The Better Today Club (Repost)

This is a pretty cool blog post I came across on StumbleUpon, which I like to run through on occasion.  It’s making want to meditate.  

This is a pretty cool blog post I came across on StumbleUpon, which I like to run through on occasion.  It’s making want to meditate.

The world is full of people wanting to improve and be more successful, but who aren´t willing to do anything about it. In many cases, this is due to not knowing what to do or thinking they aren´t good enough. 2,066 more words

via 27 steps to make you better than 99% of other people — The Better Today Club