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)”

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”

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”

Tracking 1099 information after the fact in Microsoft Dynamics GP

So it’s time to prepare 1099’s once again. This video will show you how to edit the 1099 information for a Vendor in Microsoft Dynamics GP, after the invoice has been posted.

So it’s time to prepare 1099’s once again.  This video will show you how to edit the 1099 information for a Vendor in Microsoft Dynamics GP, after the invoice has been posted.

Continue reading “Tracking 1099 information after the fact in Microsoft Dynamics GP”

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)”

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)”