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Microsoft Dynamics GP 2013 Reporting - Second Edition

Book Image

Microsoft Dynamics GP 2013 Reporting - Second Edition

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Microsoft Dynamics GP 2013 Reporting - Second Edition
Oct, 2013 | 386 pages
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Table of Contents (21 chapters)
Microsoft Dynamics GP 2013 Reporting
Microsoft Dynamics GP 2013 Reporting
Credits
Credits
About the Author
About the Author
Acknowledgments
Acknowledgments
About the Author
About the Author
Acknowledgments
Acknowledgments
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Meeting the Reporting Challenge
Meeting the Reporting Challenge
Trends in reporting
Challenges to developing and writing reports
Summary
2
Where Is My Data and How Do I Get to It?
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
3
Working with the Builders – SmartList and Excel Reports
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
4
Report Writer and Word Templates
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
5
Utilizing the SSRS Report Library
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
6
Designing Your Analysis Cubes for the Excel Environment
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
7
Utilizing Analysis Cubes for Excel for Dynamic Reporting
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
8
Designing Financial Reports in Management Reporter
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
9
Viewing Financial Reports in Management Reporter
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
10
Bringing it all Together
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
Comparing the Dynamics GP Reporting Tools Against Different Reporting Challenges
Comparing the Dynamics GP Reporting Tools Against Different Reporting Challenges
Index
Index

Installing Analysis Cubes

Now that we have a basic understanding of what Analysis Cubes for Excel is as well as the components that make up the Analysis Cubes environment, we will now walk through the installation process for Analysis Cubes for Excel. The installation of Analysis Cubes for Excel is actually quite simple, but it is also very dependent on having the proper permissions to perform the installation, as well as completing steps in a particular order. The installation process is made up of the following three steps:

  • Reviewing the pre-installation checklist

  • Installing the Server Configuration Wizard

  • Using the Server Configuration Wizard to deploy the cubes

Reviewing the preinstallation checklist

Before proceeding with our installation of Analysis Cubes, we need to review our pre-installation checklist as follows:

  • Review system requirements for server components: This includes determining which of the deployment configurations discussed earlier in this chapter we will be using in our...

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