Taking a Deeper Dive into
SmartLists, Excel Report
Builder, and Business
Analyzer
Welcome!
Microsoft Dynamics GP
AGENDA
Agenda and Introductions Quick Updates
Core SmartList Functionality Lunch
Introductions
•
Craig Sroda
•
Chief Strategy Officer & Director of ERP / Co-Founder
•
Blog: craigsroda.com
•
Julie Vigue
•
ERP Business Development Manager
•
Kevin Brunton
•
ERP Service Delivery Manager
•
Trishia Hogue
Purpose – To Connect and Share
Target Return - Lunch and Learns
•
Build Community of GP Users
•Share Knowledge and Ideas
Target Return - Blogs
•
Share Tips & Tricks
•
Technology Updates & Awareness
•Learn From Each-Other
•
Archive for Future Reference
http://pinnacleofindiana.com/blog/erp
http://myTargetReturn.com
Core SmartList Functionality
What can you do with a SmartList?
Create Customer, Vendor & Employee Labels
Reconcile Receivables and Payables to the General Ledger
View GL Transactions
Check the deposits posted to a checkbook for the current
day
Verify item quantities in inventory
Handout- Using SmartLists
Objects are grouped module
To stop a SmartList from running, click the red X in the top right-hand corner.
Click Search, to change the filtering options.
Click Refresh to rerun the SmartList.
Handout- Go to, Sorting and Zooms
In most cases, the Go to button allows you to drill down into the line item details of the row. SmartLists allow sorting of any
column displayed
Sorts can be switched from
ascending to descending order by clicking the field heading.
Handout- Search
Click Search to limit filter the records to a predefined criteria. To define a Search, select a column
name, Select the action of the filter, and enter the Value. Fields can be compared by
selected Field Comparison. Limit the number of records
displayed, enter a value in the Max Records field.
Handout- Columns
Click Columns to add or remove
additional columns of information.
Use the arrows on the right to move
your columns up and down.
Pay close attention to the column
you are choosing.
There are many time the same
column name listed multiple times. If you are unsure, look at the detail, “From Customer Master” or “From Sales Transaction”.
To Add Columns, you can select All
columns to pull in more options. By Default, this is set to Available
Handout- Favorites
Once you have completed
customizing the SmartList, Click on Favorites to save.
Enter name. Set Visible to :
System (anyone accessing GP)
Company (only those accessing this
company)
UserClass (only users assigned to
your same UserClass)
UserID (only you) Click Add
You can also choose Add favorite
Handout- Custom Reminders
Custom reminders from SmartLists integrate into the Reminders
window on the Home Page. To open from within SmartList,
Click Add then Add Favorite and reminder.
Select the Display as a Cue option: A cue is an icon that increases or
decreases in height to indicate number of records in a particular category.
Handout- Exporting SmartLists
Click Excel or Word to export
For reporting purposes, fields can be lengthened or shortened by dragging the field to left or right. When exporting, it is important for
SmartList Builder Series
SmartList Builder
Handout- SmartList Builder
To Access: Go to GP Menu Tools
SmartListBuilder SmartList Builder
Enter a SmartList ID
Keep the name all one word
Enter the SmartList Name
Friendly Name
Item Name
Important, its what displays in
SmartList counts
Choose the Product
Usually Microsoft Dynamics GP
Handout- SmartList Builder
Options
Mark to Display Totals Multicompany report Consolidate Reports to 1
Workbook
Create a Summary Page
Handout-SmartList Builder
Restrictions
Select any table in report
Choose multiple fields to Restrict Comparable to Search within
SmartList
Watch for too many restrictions in
Handout- SmartList Builder
Calculations
Create a field name Choose a field type Create Formula Add Mathematical Arithmetic Date System Sring If or CASE statements Add GP Fields
Handout- SmartList Builder
Tables
Click the + in Tables to Add table All SmartList columns are
composed of at least one table
The main table is the first table in
your Table window
All other tables supporting your
SmartList should be underneath
Click + under Key Fields to match 1
field between the tables
Handout- SmartList Builder
Fields
As you add tables, the fields will
populate to the right.
Change the Display name
Mark Display to allow the field to
show
Mark Default to appear always To Set other options related to
field type, click the field and the right pointing arrow.
Standard Excel Reports
IN GP 10.0, Refreshable Excel Reports were provided
Format your report once and pull in the latest data
Fast data access
Has user-friendly names for data
Uses AD (Active Directory) for access to data
Best Practice is to create a new tab within the Excel Report
If you copy the PivotTable from the original tab to a new tab,
it WILL refresh when the data syncs.
Restricted from adding columns to your data, as it refreshes, it
Accessing Standard Excel Reports
Access standard Excel Reports Open GP
Go to Tools Menu Setup System Reporting Tools Setup
Click on the Excel Reports tab
Choose a location to deploy these to Two folder will appear, Data
Connections and Reports
Excel Report Builder
Can Create Drill Back options
Permissions are set via AD rather than GP login
Creates SQL View for each report
It doesn’t have defaults on columns
Gives you the ability to create worksheets for each company
Preview of data
Handout- Excel Report Builder
Microsoft Dynamics Tools SmartList Builder Excel Report Builder
Define the Report ID
Keep the name without spaces Define Report Name
Something friendly to you and end
users
Add tables like SmartList Builder Select Fields to Display
Change the value types of fields Set View Name: be sure to put a
Handout- Excel Report Builder
Publishing To: Reports Library
That’s the same location standard
Excel report were sent to.
Handout- Excel Report Builder
Adding Drill downs Click Add
Select the Column Field Select the Window to open Click on the Parameter, Edit
Business Analyzer Overview
What is it?
Simply stated it’s an application that provides reporting content to end users Why would I use it?
Access Microsoft Dynamics anywhere, anytime Increase productivity
Resolve IT issues faster
Improve decision making speed Where do I get it?
Windows 8 App
Windows 8 App Phone Desktop App
Reduce cost
Improve customer service Real-time data
What Can You Do With the Data?
Select relevant information Select most beneficial view Access the details
Copy to a presentation
