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Sway on IT Meets Finance – Things to consider between the Finance and IT Departments
Layout to create a YTD Transaction Detail report in Management reporter
Retrieve data using queries in Microsoft SQL Server®2005 and 2008, Microsoft SQL Server Reporting Services, Microsoft FRX, SmartList Builder software & Microsoft Excel®2010 with PowerPivot software
Deploy PowerPivot in SharePoint 2010 to give staff access to data
With PowerPivot you can create browser based Business Intelligence pages in SharePoint by uploading Excel workbooks with the PowerPivot add in using SQL queries and views to pull real time data from multiple sources including SQL Databases, Excel Workbooks and Microsoft Dynamics GP, Forecaster, Encore and your Association Management System.
§ I love collecting code and re-using it as much as possible to save time and money and leverage SharePoint.
§ I gather views by searching the internet sites like “GPUG’s Share My Code” site, SharePoint Users groups and CodePlex.
§ I belong to several users groups including GPUG, TheSUG, AUG and FEDSPUG where I get valuable information on SharePoint tips and tricks.
§ What is a PivotTable?
§ A PivotTable report is an interactive table that automatically extracts, organizes, and summarizes data.
§ PivotTables allow you to summarize and analyze large amounts of data in excel.
§ PowerPivot allows you to connect to Tables, Views or write a query to pull data into a list from multiple sources
§ What is required to install PowerPivot for Excel?
§ Microsoft Office 2010 and the add on PowerPivot for Excel
§ What is required to deploy Excel PowerPivot reports to SharePoint?
§ SharePoint 2010 SP1, Windows®2008 R2, Microsoft SQL Server 2005 and 2008, Office 2010, PowerPivot and Power View software
§ Download Powerpivot from the Microsoft site
§ It is an Add in that self installs when you open Excel.
§ Open Excel
§ Create a new Blank Workbook
§ Row Fields are fields from the source data that are assigned to a row layout in a PivotTable.
§ Column Fields are fields from the source data that are assigned to a column layout.
§ Report Filters are fields from the source data that act as filters in a PivotTable report
§ Items are the subcategories of a row, column, or report filter.
§ Values Fields are fields from the source data that contain values to be summarized.
§ The Data Area is the range of cells in a PivotTable report that contains summarized data.
§ Components of PowerPivot for SharePoint
Client and server components integrate with Excel and Excel Services in a SharePoint farm.
On a SharePoint farm, Analysis Services runs on an application server where it is paired with related services that handle requests for PowerPivot data.
§ PowerPivot client and server components
PowerPivot Web service runs on a web application server.
It redirects requests from the web application to a PowerPivot System Service instance in the farm.
An Analysis Service server instance in SharePoint integrated mode completes the deployment. It loads, queries, and unloads data.
It also processes data if the workbook is configured for PowerPivot data refresh.
The Microsoft Convergence conference has come to an end so it is time to go back to work and implement the new products that were demonstrated in the sessions. The new Microsoft Dynamics GP Business Analyzer is the first product that I am going to install from the GP 2010 installation disk. This will allow my end user to run their reports from the desktop without having to log into GP. This will save time for the users who just want to run a quick report.
It requires SQL 2008, Dynamics GP 2010 R2 and Reporting services 2008 or later. You can pull from a GP database that is on SQL 2005 but the reporting services must be running on SQL 2008 or later. Lync turns on extra features but is not required for the installation. If you want the map functionality then you need SQL 2008 R2.
To install Business Analyzer you get the installation Disk for GP2010R2 and look under additional products. Select GP Business Analyzer. You need to enter where your reporting services server is so if you don’t know you need to go to the Reporting services configuration manager and look under the web service URL – this is your reporting services server location.
After Business Analyzer is installed you go to Start – Programs – Business Analyzer and the configuration window opens. You select the role and it will add default reports.
The top window is the primary report area where your report is displayed. You can use any reports written in SQL reporting services. you can resize the report areas, use charts, pull from multiple companies, upload photos or images.
The actions are on the left hand side where they are buttons for information, view and drill back.
This looks like it could provide a simple platform to deploy reports. I am going to try to install on a terminal server and see if staff can log in and run reports remotely.
Should be fun to play with since you can run any reports in it – It can connect to any datasource so it is not just tied to GP.