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

This is the last 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.  This time we’ll use the 3rd party product by eOne called Excel Builder.  I’ll create an Excel Refreshable Report that lives in the same location as the “out of the box” Excel Reports, either in a folder or in SharePoint.

This is the last 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.  This time we’ll use the 3rd party product by eOne called Excel Builder.  I’ll create an Excel Refreshable Report that lives in the same location as the “out of the box” Excel Reports, either in a folder or in SharePoint.

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

Get Data from Microsoft Dynamics GP to Excel – Part 3 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.  This time we’ll use the 3rd party product by eOne called SmartList Builder.  I’ll create a SmartList object, that can drilldown into the GL Account Segment Setup Window and/or export to Excel.

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.  This time we’ll use the 3rd party product by eOne called SmartList Builder.  I’ll create a SmartList object, that can drilldown into the GL Account Segment Setup Window and/or export to Excel.

Continue reading “Get Data from Microsoft Dynamics GP to Excel – Part 3 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 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)”

Looking up Microsoft Dynamics GP Accounts by Segment Descriptions (Video)

In this video, I show how to create additional lookup options AND I show how Rockton SmartFill works with Microsoft Dynamics GP.  Check it out!

In this video, I show how to create additional lookup options AND I show how Rockton SmartFill works with Microsoft Dynamics GP.  Check it out!

I saw some great discussion on the GPUG (GP User Group) Forum about looking up Microsoft Dynamics GP GL Account numbers by Segment Descriptions.

In this video, I show how to create additional lookup options AND I show how Rockton SmartFill works with Microsoft Dynamics GP.  Check it out!

Hope this helps!

Continue reading “Looking up Microsoft Dynamics GP Accounts by Segment Descriptions (Video)”