Book Image

Microsoft Dynamics GP 2010 Cookbook

By : Mark Polino
Book Image

Microsoft Dynamics GP 2010 Cookbook

By: Mark Polino

Overview of this book

Microsoft Dynamics GP is an Enterprise Resource Planning system, essentially an accounting system on steroids, designed for mid-sized organizations. The implementation of Dynamics GP is usually considered to be complex, and people often realize there must be more efficient ways of working with the system. This book will show readers how to improve their use of Dynamics GP and get the most out of this tool quickly and effectively.This book picks up where implementation training leaves off. Whether you are new or experienced you will find useful recipes for improving the way you use and work with Dynamics GP. The clear recipe steps and screenshots make implementing these solutions easy for users of any level and will be sure to improve your efficiency with the Dynamics GP system.The book starts with recipes designed to enhance the usefulness of Microsoft Dynamics GP by personalizing the look and feel of the application. Most of the recipes are designed to give tips for a typical installation of Dynamics GP, including core financials and distribution modules. The book then moves through recipes that include automating Dynamics GP to allow users or administrators to focus on value adding tasks, harnessing the power of SmartLists to leverage both simplicity and power, connecting Dynamics GP to Microsoft Office 2007, exposing hidden features in Dynamics GP, and much more!By following the clear recipe steps and screenshots in this book, you will learn what is required to improve your efficiency with the Dynamics GP system
Table of Contents (17 chapters)
Microsoft Dynamics GP 2010 Cookbook
Credits
About the Author
Acknowledgement
About the Reviewers
Preface
Index

Reporting on any Dynamics GP data with direct Excel Connections


In an earlier recipe, we looked at deploying and using the Excel reports contained in Dynamics GP. For all of the power of those dynamic reports one thing is missing—the ability to modify the type of data being returned from within Excel. Excel reports allow filtering. However, if a user only needs a subset of data, using filters can make it difficult to work with only the filtered data. Also, Excel reports bring in all of the available rows creating a much larger data set to work with, and possibly overwhelming Excel.

Fortunately, there is another option. The MS Query tool included with Excel can work with Open Database Connectivity (ODBC) to connect to live data in Dynamics GP. This process is as fast as Excel reports, allows user changeable parameters from Excel, and can be refreshed just like Excel reports. However, there are no prebuilt reports that use ODBC connections so users have to build these from scratch.

To demonstrate...