Excel Refreshable Reports For Dynamics GP
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Transcript of Excel Refreshable Reports For Dynamics GP
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Deploying, Using and Modifying Microsoft Excel Reports with Microsoft Dynamics GP
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Demo as we go
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Agenda
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Excel Reports
Over 200 That Ship With Microsoft Dynamics GP 10.0
Real Time Reporting in Excel
Use Windows Authentication
Match the SmartList User
Experience
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Requirements
Office 2007, 2003, or XP
Machine that deploysthem must have .NET Framework 3.0 installed
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Deployment - General
*.ODC
Office Data Connections to the Microsoft Dynamics GP
databases
Excel Workbooks that use the *.odc
files to populate the workbook with Microsoft Dynamics GP
data
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Deployment - Network
Deploy Data Connections
first
User LevelStore on user workstations
System LevelDeploy to
network share
Network
Share
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Deployment – Microsoft Office SharePoint Server (MOSS)
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Viewing ReportsMicrosoft Dynamics
GPOutlook Windows
Explorer
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Customizing ReportsModify Existing Reports
Create New Reports
If change existing report, have to redeploy to get the original back which replaces all reports
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Security
Network Share
MOSS Groups
SQL Database
Roles
SQL Database
Roles
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Documentation
Chapter 30 “Report Deployment” of
SystemSetup.pdf
Knowledge Base
“949524”
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Always 2 places you have to grant security
What to Remember
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Contact Information
Jeffrey PauletteSales & Marketing Specialist