Get Data from Microsoft Dynamics GP to Excel – Part 2 of 4 (with Video)

This is the continuation of the 4-part series on getting the GL Account segment description into Excel.  As I’ve said before, it doesn’t matter what you want, if it’s in Dynamics GP, you can get it into Microsoft Excel.

Continue reading “Get Data from Microsoft Dynamics GP to Excel – Part 2 of 4 (with Video)”

3 Tips to Make Financials calculate faster in Jet Reports

Watch this video to find 3 ways to make Jet Reports calculate faster for Microsoft Dynamics GP data. The first 2 tips apply to the free (Jets Basics) and the paid (Jet Reports) versions. The final tip is for the Jet Reports version only.

Watch this video to find 3 ways to make Jet Reports calculate faster for Microsoft Dynamics GP data.  The first 2 tips apply to the free (Jets Basics) and the paid (Jet Reports) versions.  The final tip is for the Jet Reports version only.

 

Continue reading “3 Tips to Make Financials calculate faster in Jet Reports”

Microsoft Dynamics GP 2018 R2 What’s New Manual

The new R2 release of Microsoft Dynamics GP has just released.  The link below will be released with a real “What’s New” guide, but this is a good place to start!  click on the link below!

The new R2 release of Microsoft Dynamics GP has just released.  The link below will be released with a real “What’s New” guide, but this is a good place to start!  click on the link below!

Microsoft Dynamics GP 2018 R2

BREAKING-NEWS

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”