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Welcome

Welcome. Microsoft Dynamics GP User Group (GPUG ® ) INDIANA / KENTUCKY Regional Chapter Meeting May 10, 2012. Regional Chapters. Unleashing the power of the Refreshable Excel Reports & the Excel Report Builder. Bob McAdam | Tribridge Bob.McAdam@Tribridge.com. Summit 2011 Poll.

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Welcome

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  1. Welcome Microsoft Dynamics GP User Group (GPUG®) INDIANA / KENTUCKY Regional Chapter MeetingMay 10, 2012 Regional Chapters

  2. Unleashing the power of the Refreshable Excel Reports & the Excel Report Builder Bob McAdam | Tribridge Bob.McAdam@Tribridge.com

  3. Summit 2011 Poll

  4. Refreshable Excel Sheets • Debuted with GP v10 | Summer 2007 • Included with any GP licensing plan • Deployed via Reporting Tools Setup window • GP 2010 R2 included with install routine • Files mirror SmartList favorites in Dynamics GP • SharePoint integrated or a simple file share • Secured via network & SQL Server security • Uses a “Light License”, not a GP client one

  5. Excel Report Builder • Debuted with GP v10 FP1/SP2 | Summer 2008 • GP v10.00.1061 • Included with license for SmartList Builder • GP 2010: Navigation List Bldr. & Drill Down Bldr., too • Helps to build more refreshable workbooks • OR recreate SLB objects for your non-GP users • If you’re using ERB in GP 2010... • Export your work to a list or a pivot table • Anyone can ‘publish’, not just the ‘sa’ user

  6. Excel Report Builder • Publishing Excel Report Builder reports • Any user with the following credentials can publish ERB files successfully: • The ‘sa’ user • The ‘DYNSA’ user • User with db_ownerdatabase role in SQL Server • User with SysAdmin fixed server role in SQL Server • User with dbCreator fixed server role in SQL Server

  7. Need to learn more? • Contact me w/ questions... • bob.mcadam@tribridge.com • @4mcadam • http://www.linkedin.com/in/bobmcadam • GPUG Summit 2012 (Seattle; 6th annual event) • Convergence 2013 (New Orleans; week of March 17th) • Browse out to: www.gpug.com

  8. Week of October 15th, 2012Seattle, WA www.gpugsummit.com

  9. Learn More • Contact me w/ questions... • bob.mcadam@tribridge.com • @4mcadam • http://www.linkedin.com/in/bobmcadam • Browse out to: www.gpug.com

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