1. GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV BR08 - Unleashing Refreshable Excel Reports & The ERB Bob McAdam | Tribridge Kaki Roberts | State of Arkansas

2. GPUG Summit 2011– Las Vegas www.gpug.com Refreshable Excel Sheets

3. GPUG Summit 2011– Las Vegas www.gpug.com Refreshable Excel Sheets  Debuted with GP v10 | Summer 2007  Included with any GP licensing plan  Files mirror SmartList favorites in Dynamics GP  Secured via network & SQL Server security  Deployed via Reporting Tools Setup window – GP 2010 R2 included with install routine  SharePoint integrated or a simple file share  Uses a “Light License”, not a GP client one

4. GPUG Summit 2011– Las Vegas www.gpug.com 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

5. GPUG Summit 2011– Las Vegas www.gpug.com 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_owner database role in SQL Server User with SysAdmin fixed server role in SQL Server User with dbCreator fixed server role in SQL Server

6. GPUG Summit 2011– Las Vegas www.gpug.com Thanks for joining us!  Please fill out your evaluation  CPE credit is available for GPUG Summit 2011  Follow-up questions? – bob.mcadam@tribridge.com bob.mcadam@tribridge.com  See you in Houston at Convergence 2012 next March  See you in Seattle for Summit 2012  Browse out to www.gpug.com for more information www.gpug.com