how to save time with excel live reports...excel refreshable reports deploying how to save time with...
TRANSCRIPT
How to Save Time with Excel Live Reports
Me…
• Business Intelligence and Training Programs Manager (aka BA Nut)
PowerGP Online @ Njevity, Inc.• Microsoft MVP – Business Solutions• GPUG All-Star• Advisor – Association of Dynamics Professionals
Credentialing Council• Board of Advisors for PBIUG• PodCast/Blogs/YouTube
• https://mbspodcast.com/• https://belindathegpcsi.com/• https://bibelinda.com/• https://www.youtube.com/user/HowToDyna
micsGP• Author: 2 books• http://bit.ly/belinda2• http://amzn.to/2mKn74l
How to Save Time with Excel Live Reports - Belinda Allen
Why does this resonate?
4
Excel Refreshable Reports
Deploying
How to Save Time with Excel Live Reports - Belinda Allen 5
How to Save Time with Excel Live Reports - Belinda Allen
Let’s Start with SmartList
6
2
1
3
4
Administration >> Setup >> System >> Reporting Tools Setup
How to Save Time with Excel Live Reports - Belinda Allen
Excel Reports Deployment
7
1
2
3
4
How to Save Time with Excel Live Reports - Belinda Allen
Excel Reports
8
How to Save Time with Excel Live Reports - Belinda Allen
Excel Data Connections
9
How to Save Time with Excel Live Reports - Belinda Allen
Excel Reports
10
How to Save Time with Excel Live Reports - Belinda Allen
Demo – Excel Report
(Payables Transaction Invoices by Vendor)
11
How to Save Time with Excel Live Reports - Belinda Allen
Excel Reports
12
How to Save Time with Excel Live Reports - Belinda Allen
Demo – ODC Report
(Payables Transaction)
13
Excel Refreshable Reports
Pre-built Dashboards
How to Save Time with Excel Live Reports - Belinda Allen 14
Pre-Built Dashboards
• Financial• Purchasing• Sales• Inventory
Pre-Built Dashboards
1
2
3
4
5
How to Save Time with Excel Live Reports - Belinda Allen
Demo – Excel Report
(Purchasing Dashboard)
17
Excel Refreshable Reports
Excel Extras & Tips
How to Save Time with Excel Live Reports - Belinda Allen 18
Payables Transactions.odc
• Voucher Number
• Vendor ID
• Document Type
• Document Date
• Document Number
• Current Trx Amount
• Document Status
• Due Date
• Vendor Name
• Voided
• Document Number For Drillback
Let’s Build…
Accounts Payable Aged Trial Balance
Returns and Payments should be Negative
Want to see only those with an unapplied balance
May want to see if a document is posted or unposted
Need to exclude Voided Transactions
Let’s Build…
Accounts Payable Aged Trial Balance
Excel Refreshable Reports
Excel Get & Transform / Power Query / Query Editor
How to Save Time with Excel Live Reports - Belinda Allen 46
Power QueryGet &
Transform
Get & Transform / Power Query / Query Editor
Same as Query Editor in Microsoft Power BI
How to Save Time with Excel Live Reports - Belinda Allen
Demo – Excel Report
(Receivables Transactions)
48
How to Save Time with Excel Live Reports - Belinda Allen
Demo – Excel Report Time Permitting
(Receivables Transactions)
49
How to Save Time with Excel Live Reports - Belinda Allen
Demo – Excel Report Time Permitting
(Jet Express Tables)
50
How to Save Time with Excel Live Reports - Belinda Allen
Q&A
51
• @BelindaTheGPcsi• https://mbspodcast.com/• https://belindathegpcsi.com/• https://bibelinda.com/• https://powergponline.com/• https://www.youtube.com/user/HowToDynamicsGP