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”

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

 

 

Microsoft Dynamics GP Navigation Lists

This video shows how to work using the Navigation Pane/Lists rather than using the traditional menu driven method using Microsoft Dynamics GP. It could be a real game changer for you! 

Navigation

Originally Posted 5/23/11

This video shows how to work using the Navigation Pane/Lists rather than using the traditional menu driven method using Microsoft Dynamics GP. It could be a real game changer for you!

Continue reading “Microsoft Dynamics GP Navigation Lists”

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)”

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