Microsoft Dynamics GP GL Summaries vs. GL Budgets (Video)

In this video, I use a custom T-SQL script to exact both summaries from my Microsoft Dynamics GP General Ledger account numbers and my Budgets.  Feel free to download the script and create your own view; or simply use the script within Microsoft Excel Query Editor, as I did.  See the blog post for the script.

In this video, I use a custom T-SQL script to exact both summaries from my Microsoft Dynamics GP General Ledger account numbers and my Budgets.  Feel free to download the script and create your own view; or simply use the script within Microsoft Excel Query Editor, as I did.  See the blog post for the script.

Continue reading “Microsoft Dynamics GP GL Summaries vs. GL Budgets (Video)”

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)”

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

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”

Mark Polino asks: “Who needs a vacation?”

Historical Excel Reporting for Dynamics GP. Users of Historical Excel Reporting…

I’m telling you, this tools is cheaper than building it yourself.

It’s April and spring keeps trying to break through. If you aren’t thinking about vacation, you haven’t been cooped up long enough. Once you start thinking about tropical beaches and drinks with umbrellas in them, how do you find the time? One option is Historical Excel Reporting for Dynamics GP. Users of Historical Excel Reporting…

via Who needs a vacation? — DynamicAccounting.net

 

 

Introducing Microsoft Dynamics GP OData Version 4

Thanks Mark, I am going to be testing and playing with the new OData this week, so this was timely!  🙂

Introducing Microsoft Dynamics GP OData Version 4 – Microsoft Dynamics GP Community The original OData release had a few issues so it’s nice to see ongoing updates with this feature. The post Introducing Microsoft Dynamics GP OData Version 4 – Microsoft Dynamics GP Community appeared first on DynamicAccounting.net.

via Introducing Microsoft Dynamics GP OData Version 4 – Microsoft Dynamics GP Community — DynamicAccounting.net

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)”

Making FRx work with unsupported versions of Microsoft Dynamics GP — Dynamics Confessions Blogspot

Below is a Post from fellow MVP and my Good Friend Leslie Vail.    Please note, that in my opinion, using Management Reporter is fine, but it is not the tool I recommend.  That being said, this post is not about using Management Reporter, it’s about continuing to use FRx.  Later this month, I’ll be highlighting the reporting tool I recommend for Microsoft Dynamics GP.

Below is a Post from fellow MVP and my Good Friend Leslie Vail.    Please note, that in my opinion, using Management Reporter is fine, but it is not the tool I recommend.  That being said, this post is not about using Management Reporter, it's about continuing to use FRx.  Later this month, I'll be highlighting the reporting tool I recommend for Microsoft Dynamics GP.

Below is a Post from fellow MVP and my Good Friend Leslie Vail.    Please note, that in my opinion, using Management Reporter is fine, but it is not the tool I recommend.  That being said, this post is not about using Management Reporter, it’s about continuing to use FRx.  Later this month, I’ll be highlighting the reporting tool I recommend for Microsoft Dynamics GP.

 

 

Continue reading “Making FRx work with unsupported versions of Microsoft Dynamics GP — Dynamics Confessions Blogspot”

Microsoft Dynamics GP SOP, Which Status Field to use when building reports

When creating reports using Microsoft Dynamics GP Sales Order Processing (SOP) data, there are 8 potential status fields.  Watch the following video to see an explanation of these 8 fields.  In the video, Belinda uses Microsoft Excel and Get & Transform (the tool formerly known as Query Editor to review the SalesLineItems view in GP.

When creating reports using Microsoft Dynamics GP Sales Order Processing (SOP) data, there are 8 potential status fields.  Watch the following video to see an explanation of these 8 fields.  In the video, Belinda uses Microsoft Excel and Get & Transform (the tool formerly known as Query Editor to review the SalesLineItems view in GP.

Since the Early 80’ Microsoft Dynamics GP has been an ERP industry leader.
Since the Early 80’ Microsoft Dynamics GP has been an ERP industry leader.

Continue reading “Microsoft Dynamics GP SOP, Which Status Field to use when building reports”

Creating a Microsoft SQL Server view from 2 Microsoft Dynamics GP Databases (Video)

In the following video I will show how to create a single Microsoft SQL Server View using 2 Microsoft Dynamics GP databases.

Someone reading my book asked me the following question:

Do you know or can point me in the right direction on how to join or union other company databases? For example we have 4 companies with separate databases and these queries will only pull from one company at a time

In the following video I will show how to create a single Microsoft SQL Server View using 2 Microsoft Dynamics GP databases. Continue reading “Creating a Microsoft SQL Server view from 2 Microsoft Dynamics GP Databases (Video)”