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Microsoft Dynamics GP 2013 Reporting - Second Edition

Progressing
David Duncan, Christopher J Liley

Microsoft Dynamics GP lets you take control of creating and managing reports, and this guide shows you exactly how. Written by practical experts with business consultancy backgrounds, the book combines clarity with thoroughness.
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Book Details

ISBN 139781849688925
Paperback386 pages

About This Book

  • Explore the new reporting features found in GP 2013
  • Add value to your organization by identifying the major reporting challenges facing your organization and selecting the most effective reporting tool to meet those challenges
  • Empower users from top to bottom in your organization to create their own reports
  • Go beyond basic reporting by providing true business intelligence for your organization

Who This Book Is For

If you are a Microsoft Dynamics GP developer, consultant or power user who wants to create and manage reports, then "Microsoft Dynamics GP 2013 Reporting - Second Edition" is for you. A working knowledge of Microsoft Dynamics GP is required. A basic understanding of business management systems and reporting applications such as Microsoft Excel and SQL Reporting Services is highly recommended.

Table of Contents

Chapter 1: Meeting the Reporting Challenge
Trends in reporting
Challenges to developing and writing reports
Summary
Chapter 2: Where Is My Data and How Do I Get to It?
System databases versus company databases
Dynamics GP table naming/numbering conventions
Locating Dynamics GP data using the Resource Descriptions windows
The Table Import utility
Accessing data at the table level using SQL Management Studio
Locating Dynamics GP data with additional tools
Summary
Chapter 3: Working with the Builders – SmartList and Excel Reports
Utilizing default SmartLists to meet basic reporting needs
Extending SmartList data to Excel by deploying Excel Reports
Creating and publishing new SmartLists using SmartList Builder
Deploying new Excel Reports with Excel Report Builder
Additional tips and tricks for using both Builders
Summary
Chapter 4: Report Writer and Word Templates
Storing and accessing Report Writer reports
Opening and navigating the Report Writer windows
Modifying all reports in the application by using global modifications
Modifying an existing Dynamics GP report
Importing and exporting customized reports
Rendering reports with the Microsoft Word template feature
Summary
Chapter 5: Utilizing the SSRS Report Library
Getting started with SSRS
Deploying SSRS reports and metrics
Using the predefined SSRS reports
Viewing charts and KPIs using Business Analyzer
Configuring security for Reporting Services
Modifying default reports with Visual Studio
Creating a new reporting metric via Report Builder
Summary
Chapter 6: Designing Your Analysis Cubes for the Excel Environment
Understanding the components of the Analysis Cubes environment
Installing Analysis Cubes
Exploring the Analysis Services database
Modifying our Analysis Cubes environment
Considerations for upgrading Analysis Cubes for Excel
Summary
Chapter 7: Utilizing Analysis Cubes for Excel for Dynamic Reporting
Using an OLAP viewer to connect to the SSAS database
Creating a connection to cubes
Excel PivotTable – Analysis Cubes interface
Creating ad-hoc reports
Utilizing Excel CUBE formulas
Creating dashboards from Analysis Cubes data – a few thoughts
The seven default cubes
Summary
Chapter 8: Designing Financial Reports in Management Reporter
Management Reporter architecture
Installing and configuring Management Reporter
Management Reporter security
Navigating the Management Reporter Report Designer interface
Working with the Management Reporter building blocks
Improvements in Management Reporter 2012
Tools for reducing building block sprawl
Summary
Chapter 9: Viewing Financial Reports in Management Reporter
Overview of Report Viewer for Management Reporter
Report Library permissions
Generating reports via Report Designer
Navigating the Report Viewer interface
Navigating reports via the Web Viewer
Summary
Chapter 10: Bringing it all Together
Looking back at what we've covered
Viewing our reporting tools in light of the reporting challenges
The future of reporting for Dynamics GP
Summary

What You Will Learn

  • Understand how data is stored in Microsoft Dynamics GP
  • Use Excel and SmartLists Builders for basic GP reporting needs
  • Take advantage of the new Word Template functionality in Report Writer including the Word Template Generator
  • Deploy and modify the Dynamics GP SQL Reporting Services report library
  • Display SSRS reports in dashboard form with Business Analyzer
  • Customize Analysis Cubes for Excel for improved ad-hoc data analysis
  • Slice and dice Dynamics GP data with Excel Pivot Tables and Pivot Formulas
  • Design and create various building blocks for Management Reporter
  • Explore advanced concepts for delivering professional-quality financial statements

In Detail

Microsoft Dynamics GP 2013 is a sophisticated enterprise resource planning system with a multitude of features and options. Microsoft Dynamics GP enables you to create and manage a variety of reports that can help your organization effectively manage its financial and operational data.

"Microsoft Dynamics GP 2013 Reporting - Second Edition" will show you how to create and manage reports, know what tools to use and when, how to use these tools, and where to find the data based on how it’s being entered into the system with Dynamics GP.

This book addresses the many challenges and frustrations a company may face when preparing to build new reports. You will learn how to find and locate your data in the GP system and company databases. It then dives deep into topics such as SmartLists, SL Builder and Excel Report Builder, Report Writer, Word Template Generator, SSRS Report Library, Business Analyzer, Analysis Cubes Design, and Management Reporter, amongst others.

With this knowledge in hand, you will be capable of selecting the most effective tool for the current reporting environment.

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