Obtaining Microsoft Dynamics GP Employee Head Count (Part 3) in Power BI (Video)

This 15-ish minute video shows how I performed the data modeling and visual creation of the Microsoft Dynamics GP Employee Head count using the General Ledger Unit Accounts in Microsoft Power BI.

Last week a Microsoft Dynamics GP user asked a question in the user group form www.GPUG.com about obtaining the employee Head Count in Power BI.  I offered a suggestion and another user offered a different suggestion.  I thought about it over the weekend and realized this would be a great opportunity to review the importance of knowing your data, or being a Data Consultant. 

Part 3 of a 4-Part Series

This 15-ish minute video shows how I performed the data modeling and visual creation of the Microsoft Dynamics GP Employee Head count using the General Ledger Unit Accounts in Microsoft Power BI.

Continue reading “Obtaining Microsoft Dynamics GP Employee Head Count (Part 3) in Power BI (Video)”

Obtaining Microsoft Dynamics GP Employee Head Count (Part 2) in Power BI (Video)

This 8-ish minute video shows how I performed the data modeling and visual creation of the Microsoft Dynamics GP Employee Head count using the Employee Maintenance data in Microsoft Power BI.

Part 2 of a 4-Part Series

This 8-ish minute video shows how I performed the data modeling and visual creation of the Microsoft Dynamics GP Employee Head count using the Employee Maintenance data in Microsoft Power BI.

Last week a Microsoft Dynamics GP user asked a question in the user group form www.GPUG.com about obtaining the employee Head Count in Power BI.  I offered a suggestion and another user offered a different suggestion.  I thought about it over the weekend and realized this would be a great opportunity to review the importance of knowing your data, or being a Data Consultant. 

Continue reading “Obtaining Microsoft Dynamics GP Employee Head Count (Part 2) in Power BI (Video)”

Obtaining Microsoft Dynamics GP Employee Head Count (Part 1) in Power BI (Video)

Last week a Microsoft Dynamics GP user asked a question in the user group form http://www.GPUG.com about obtaining the employee Head Count in Power BI.  I offered a suggestion and another user offered a different suggestion.  I thought about it over the weekend and realized this would be a great opportunity to review the importance of knowing your data, or being a Data Consultant. 

Part 1 of a 4-Part Series

Last week a Microsoft Dynamics GP user asked a question in the user group form www.GPUG.com about obtaining the employee Head Count in Power BI.  I offered a suggestion and another user offered a different suggestion.  I thought about it over the weekend and realized this would be a great opportunity to review the importance of knowing your data, or being a Data Consultant.

Last week a Microsoft Dynamics GP user asked a question in the user group form www.GPUG.com about obtaining the employee Head Count in Power BI.  I offered a suggestion and another user offered a different suggestion.  I thought about it over the weekend and realized this would be a great opportunity to review the importance of knowing your data, or being a Data Consultant. 

This 8-ish minute video reviews the Pros and Cons of 3 different method of obtaining the employee head count.  I review the method the initial user (who asked the question) used and the two recommendations that another user and I provided.

Continue reading “Obtaining Microsoft Dynamics GP Employee Head Count (Part 1) in Power BI (Video)”

Using Microsoft Excel to create a Dynamics GP auto refreshing report (Video)

Last week, a Microsoft Dynamics GP User (Glenda) asked about making an Excel Refreshable Report refreshable.  She not only wanted the table to refresh, but she wanted the associated PivotTable to refresh as well. 

Last week, a Microsoft Dynamics GP User (Glenda) asked about making an Excel Refreshable Report refreshable.  She not only wanted the table to refresh, but she wanted the associated PivotTable to refresh as well.

Microsoft Dynamics GP User Group.

Continue reading “Using Microsoft Excel to create a Dynamics GP auto refreshing report (Video)”

Using Microsoft Dynamics GP SmartList with Bank Transactions (Video)

Using SmartList to review Microsoft Dynamics GP Bank Transactions with default settings doesn’t provide you with the balance information, for which you are probably seeking.  Why?  Receipts are included in detail AND as Deposits.  How can you remove the receipts from view?  Watch this video and find out!

Using SmartList to review Microsoft Dynamics GP Bank Transactions with default settings doesn’t provide you with the balance information, for which you are probably seeking.  Why?  Receipts are included in detail AND as Deposits.  How can you remove the receipts from view?  Watch this video and find out!

Using SmartList to review Microsoft Dynamics GP Bank Transactions with default settings doesn’t provide you with the balance information, for which you are probably seeking.  Why?  Receipts are included in detail AND as Deposits.  How can you remove the receipts from view?  Watch this video and find out!

Continue reading “Using Microsoft Dynamics GP SmartList with Bank Transactions (Video)”

Microsoft Dynamics GP 2018 Feature of the Day-Copy User Access across AA Dimensions — CAL Business Solutions-Microsoft Dynamics GP-ERP Partner

Here’s a great Post from Connecticut based CAL Business Solutions on a new Microsoft Dynamics GP 2018 Analytical Accounting feature!

AA user Access Window

Here’s a great Post from Connecticut based CAL Business Solutions on a new Microsoft Dynamics GP 2018 Analytical Accounting feature!

Copy User access settings in Analytical accounting from one user to another​ Are you a CAL client interested in installing Microsoft Dynamics GP 2018? Contact us first. CAL Business Solutions 860-485-0910 or support@calszone.com By CAL Business Solutions, Connecticut Microsoft Dynamics GP Partner, http://www.calszone.com Read original post at: HERE

The link to the entire post is below.

Continue reading “Microsoft Dynamics GP 2018 Feature of the Day-Copy User Access across AA Dimensions — CAL Business Solutions-Microsoft Dynamics GP-ERP Partner”

It’s time to consider using Microsoft Dynamics GP Account Categories

With all the reporting options available that can easily access Microsoft Dynamics GP data, it’s time to consider using, if you are not already doing so, the General Ledger Account Category.

With all the reporting options available that can easily access Microsoft Dynamics GP data, it’s time to consider using, if you are not already doing so, the General Ledger Account Category.

With all the reporting options available that can easily access Microsoft Dynamics GP data, it’s time to consider using, if you are not already doing so, the General Ledger Account Category.

Continue reading “It’s time to consider using Microsoft Dynamics GP Account Categories”