Book Image

Microsoft Dynamics GP 2010 Reporting

Book Image

Microsoft Dynamics GP 2010 Reporting

Overview of this book

Resources such as the book you now hold in your hand are critical to taking the extra step in uncovering the trends locked deep within your data. Not only will this book offer insight into the many reporting tools currently available for GP, it will also offer a unique perspective on how each reporting tool can be used to meet specific challenges faced by your organization" - Errol Schoenfish, a member of the Microsoft Dynamics community for over 24 years Microsoft Dynamics GP 2010 is a sophisticated Enterprise Resource Planning (ERP) system with a multitude of features and options. Microsoft Dynamics GP enables you to create and manage a variety of reports that help small and mid-size businesses effectively manage their financial and operational data. This book will show you how to create and manage reports, know what tools to use and when, how to use them and where to find the data based on how it's being entered into the system with Dynamics GP. This book will empower you with the tools and reports necessary to use Dynamics GP data in making key business decisions. The book addresses the many challenges and frustrations a company may face when preparing to build new reports. Then it moves on to explain how to find your data in the GP system and company databases. The book then dives deep into topics such as SmartLists, SL Builder and Excel Report Builder, Report Writer, SSRS Report Library, and 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.
Table of Contents (21 chapters)
Microsoft Dynamics GP 2010 Reporting
Credits
Foreword
About the Authors
Acknowledgement
Acknowledgement
About the Reviewers
www.PacktPub.com
Preface
Index

Creating ad-hoc reports


With our knowledge of the PivotTable basics, creating reports is actually quite simple and can be very fun once we get started. It's kind of like opening presents on Christmas morning, you don't really know how cool your report will be until you start playing with the different measures and matching them with different dimensions. An easy report to start with to get an idea of the power of Excel Analysis cubes for Excel is a simple one that uses the Accounts by Category dimension, the Signed Amount – GL Trans measure and the Periodicity dimension as the columns. To accomplish this, we will use what we have learned in earlier sections to create a new data connection or use an existing connection. Once we have made our data connection, we will drag our measures and dimensions into our area section. We can see from the following screenshot how each of these is placed in our areas section to create the report:

The Periodicity dimension is a rather interesting dimension...