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Dynamics GP and Microsoft Excel

Ben Atkinson

• Dynamics GP Consultant – 3 Years

• Business Intelligence Analyst – 1 Year

• Atlanta Based

• Love of Mountain Biking

Agenda

• Custom Smartlists to Excel

• GP Excel Reports

• Direct Query Excel Reports

• Analysis Cubes for Excel

• Advanced Examples

DEMO TIME!

Connecting to GP Deployed Excel Reports

• Security: Assign AD Accounts to have access to the folders.

Connecting to GP Deployed Excel Reports

Connecting Excel to SQL

• SQL Security for the Windows/SQL User:

Connecting Excel to SQL

Connecting Excel to Microsoft Query

Connecting Excel to the Cubes

• Security for the Windows User:

Connecting Excel to the Cubes

Report Examples!

Questions?

• Contact: [email protected]