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)”

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

Compare 2 Microsoft Excel Files using Inquire (Video)

Have you ever needed to compare data in 2 Microsoft Excel Spreadsheets? 

In this video, I show how I compare the addresses on the Microsoft Dynamics GP Vendor card with the addresses in the Vendor Address card.  One of my followers asked me about this comparison due to concerns that the data imported in each table might not match.  I’ll use the Excel Add-on, Inquire, to compare data from each of these tables.

The Spreadsheet Inquire window can compare any Excel files, and do so much more!

Have you ever needed to compare data in 2 Microsoft Excel Spreadsheets?   In this video, I show how I compare the addresses on the Microsoft Dynamics GP Vendor card with the addresses in the Vendor Address card.  One of my followers asked me about this comparison due to concerns that the data imported in each table might not match.  I’ll use the Excel Add-on, Inquire, to compare data from each of these tables.  The Spreadsheet Inquire window can compare any Excel files, and do so much more!

Have you ever needed to compare data in 2 Microsoft Excel Spreadsheets?

In this video, I show how I compare the addresses on the Microsoft Dynamics GP Vendor card with the addresses in the Vendor Address card.  One of my followers asked me about this comparison due to concerns that the data imported in each table might not match.  I’ll use the Excel Add-on, Inquire, to compare data from each of these tables.

The Spreadsheet Inquire window can compare any Excel files, and do so much more!

Continue reading “Compare 2 Microsoft Excel Files using Inquire (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)”

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”

From SmartList to Excel Refreshable Reports in Microsoft Dynamics GP

This is part 4 of a 5 part series on creating and managing new SmartList Objects in Microsoft Dynamics GP.

This is part 4 of a 5 part series on creating and managing new SmartList Objects in Microsoft Dynamics GP.  In this part we’ll use our new object to create a Microsoft Excel Refreshable Report.

Continue reading “From SmartList to Excel Refreshable Reports in Microsoft Dynamics GP”

Microsoft Excel Power Maps in Power BI

This AWESOME Power BI tool allows you to “Visualize” your data not only in a map, but as a video over a period of time.

Originally Posted 6/2/14

This AWESOME Power BI tool allows you to “Visualize” your data not only in a map, but as a video over a period of time.  It allows you to SEE your data in ways you never even thought amount.  Take a tour with me of Elevator Complaints in New York City for Q1, 2014.

Continue reading “Microsoft Excel Power Maps in Power BI”

Microsoft Dynamics GP – Make Excel Data refreshing easier (video)

This is part 7 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

Originally Posted 12/16/13

This is part 7 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

Continue reading “Microsoft Dynamics GP – Make Excel Data refreshing easier (video)”

Microsoft Dynamics GP – Why avoid 3D charts in Excel? (video)

This is part 6 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

This is part 6 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

Continue reading “Microsoft Dynamics GP – Why avoid 3D charts in Excel? (video)”