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

2. 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

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

4. 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

5. 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 SmartList

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

7. Excel Reports
Demo
What you have now

8. 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

9. Excel Reports
Demo

10. Excel Reports
Q&A

11. Upcoming Intellitec Webinars
Purchase Orders – March 21st Track Statistical Information – March 28th Creating GP Templates with Word – April 4th SSRS Reports – April 11th GP Macros – April 18th Dynamics 2016 R2 – April 25th 11:00 AM to Noon EST

12. You Own It – Why not use it? Excel Reports
John Grebe March 14, 2017