Category Archives: Reports

Barry Crowell’s Next Post on Dynamics GP & Power BI

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Another excellent article from Barry Crowell on Dynamics GP and Power BI:

During my last blog post, I walked you through creating a financial dashboard using Power BI with Dynamics GP data. I have created additional analysis and measures now. If you look closely at the bottom left, you will see two additional reports for Sales Summary and Customer Analysis. Sales Summary The data used from Dynamics […]

via Supercharge Your Dynamics GP Dashboards & Reports with Power BI — My quest in SQL, BI & Dynamics GP

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Barry Crowell’s Excellent Dynamics GP & Power BI Post – Multicompany Financial Dashboard

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Back in October of 2015, I posted a blog about how to modify Jared Hall’s awesome Excel Financial Dashboard that you can download here. The problem with his solutions is that most Dynamics GP environments are multi-company setups making these dashboards not very functional without navigating and opening multiple Excel spreadsheets to view each company’s […]

via WOW! A Dynamics GP multi-company Financial Dashboard – Part Deux — My quest in SQL, BI & Dynamics GP

Jet Express for Excel & Dynamics GP

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Exciting news from Pam on her blog about the new reporting kid on the block.

Microsoft and Jet Reports have partnered to give us a new reporting tool for Dynamics GP called Jet Express for Excel.

I’d recommend you to read her post without fail to know everything about this new reporting tool.

Couple of things, among all the other information, that really excite me:

  1. This new reporting solution will be available free to all users in June.
  2. The new tool will be compatible with all versions of Dynamics GP, including through to GP 2016, and will also offer an upgrade path.

Happy Reporting…

VAIDY

Time to say Good Bye to FRx…

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If anyone out there still using FRx as their financial reporting tool, it’s time to migrate to Management Reporter.

Dynamics GP Support team has posted an article, Microsoft Dynamics GP 2016 is upgraded – What’s next?, on which they have announced that FRx is no longer supported with Microsoft Dynamics GP 2016.

Time to say good bye to FRx…

VAIDY

Analytics For Dynamics GP – BI Solution From Mark Polino (DynamicAccounting.Net) #MSDYNGP

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Mark Polino of DynamicAccounting.Net has released first among series of Excel Dashboards, Sales Analytics Starter Edition, for Dynamics GP. This dashboard series is named as Analytics For Dynamics GP.

Sales Dashboard

Sales Starter Edition has got following charts with whole set of important filters:

  • Top Customers (with costs)
  • Top 10 Products (with costs)
  • Top 10 Salespeople
  • Top 10 Sales Territories
  • Top 10 Sites
  • Sales with Trend and Projection
  • Sales Mix with Item Class

It’s a simple plug and play kind of dashboard on Microsoft Excel (v2010 & v2013) file. Setting this up once you buy it is so very easy. How to map your GP data server is clearly explained as part of this dashboard solution. And you can modify this as you wish once you link this to your GP data server.

As it is just an Excel file with a straightforward GP data server connection, all you need to do is to click on refresh to get the real time information.

This sales dashboard starter edition is priced at $249 +$49 annual maintenance. Maintenance covers updates, improvements and fixes. Click on links provided across this post to visit Mark’s Analytics For Dynamics GP product page, learn more about this awesome BI solution and know how to buy your copy.

In my personal opinion, this is a simplistic and satisfactory BI solution which meet its promises pretty well.

VAIDY

SSRS – Repeat Header Rows On Each Page – Not Working

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I was facing a weird issue on SSRS (SQL Server Reporting Services) wherein each page of my report was setup to show Header Row, but was actually not.

I had an SSRS table (Tablix) which was setup to repeat header rows on each page of my SSRS report. This option must be setup as shown below:

 

Despite setting up as shown above, it was not repeating the header row on all pages, except the first one.

Upon digging more on this, I got to visit a blog named Business Intelligence Chronicles by Christo Olivier. The post which saved (taught) me on how to overcome this issue is: Header Row Does Not Repeat On Subsequent Pages.

It’s very informative and crystal clear in terms of how it explained the steps to follow.

VAIDY

Report Writer Series – Custom Reports (Kuntz Consulting Inc.)

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I had earlier posted about this ongoing series; not long back. To know what it is exactly, read it here: Report Writer Series.

The new post on this series discusses about how to create custom report writer reports.

VAIDY

Microsoft SQL Server 2012 – Performance Dashboard Reports

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In March 2012 (precisely 6th March 2012), Microsoft made available SQL Server 2012 Performance Dashboard Reports which can be used to identify whether there is a current bottleneck on the system, and if so, capture additional diagnostic data that may be required to resolve it.

More information on this can be read from the download page: Microsoft SQL Server 2012 Performance Dashboard Reports.

One point worth to be highlighted is that this doesn’t require Reporting Services to be installed.

It’s a very crucial and important tool for any database administrator.

VAIDY

Report Writer Series – Kuntz Consulting

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Report Writer has been considered by most of the clients as static and bland reporting tool, due to it’s look & feel and it’s rigidity in terms of modifying the reports.

But, Report Writer is an amazing reporting tool, if only people know how it’s structured technically and how to bend it for our requirements. I am not certainly talking about customers. It’s the consultants’ responsibility to convince customers by demonstrating the power of Report Writer.

Over at Kuntz Consulting blog, series of posts are to be read to understand Report Writer as a tool and how to use it for our betterment. Following are the posts that are already been posted:

  1. Report Writer Demystified – Part 1 – Dictionaries & Launch Files
  2. Report Writer Demystified – Part 2 – Other Considerations
  3. Report Writer Series – Formatting Text
  4. Report Writer Series – Don’t Settle for Ugly Reports – Part 1
  5. Report Writer Series – Don’t Settle for Ugly Reports – Part 2
  6. Report Writer Series – Toolbox Tips
  7. Report Writer Series – Drawing Options Tips
  8. Report Writer Series – Sections

And it’s only going to get more on this series.

Worth reading for all those who would want to know about this silent performer, that is Report Writer.

VAIDY

Limiting Number of Records Per Page on a Crystal Report

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There are several methods to achieve limiting number of records per page on a crystal report.

But this method, from a blogger named Pankaj Lalwani, seems to be very simple and effective. Check his post here: Limiting Number of Records to be Displayed on Crystal Report.

Version won’t matter in this case, since the solution what he proposes uses most common functions/operators, unless the latest version of crystal reports have an in-built settings for DETAILS section in Section Expert (which I doubt it would be).

VAIDY