You Own It Why not use it Excel

You Own It – Why not use it? Excel Reports John Grebe, March 14, 2017 jgrebe@intellitecsolutions. com 1

Meet Your Presenter John Grebe Project Manager Microsoft Dynamics GP BS – Accounting/Finance – Drexel University CPA - inactive Over 15 years experience with Dynamics GP Fourth Year with Intellitec Solutions Previous accounting experience up to Accounting Manager level 2

Excel Reports Excel file that will automatically update with GP data – Uses ODBC data connections to database No need to run Smart. List then export BI Tool using Excel and data connections 3

Excel Reports Available through GP menu Can also be accessed from a shared location by users without a GP license Need SQL credentials & SQL License Sharepoint Location 4

Excel Reports Maintain same functionality and features of Excel but links to real-time data in GP Can modify Excel spreadsheet and save the formatting for future use Most users already familiar with Excel No need to export from Smart. List 5

Excel Reports What you get • Most Smartlists are available as Excel reports • Dashboards • • Financial Sales Purchasing Inventory 6

Excel Reports Demo What you have now 7

Excel Reports What you can do • • Pivot Tables Slicers (Excel 2013 or higher) Timelines (Excel 2013 or higher) Hyperlink to GP – must have GP license and GP open 8

Excel Reports • Demo 9

Excel Reports Q&A 10

Upcoming Intellitec Webinars Purchase Orders – March 21 st Track Statistical Information – March 28 th Creating GP Templates with Word – April 4 th SSRS Reports – April 11 th GP Macros – April 18 th Dynamics 2016 R 2 – April 25 th 11: 00 AM to Noon EST 11

You Own It – Why not use it? Excel Reports John Grebe March 14, 2017 jgrebe@Intellitec. Solutions. com 12