Microsoft Dynamics GP 2013 Reporting 2nd Edition by David Duncan, Christopher J Liley ISBN 1849688923 9781849688925

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Product details:

ISBN 10: 1849688923 
ISBN 13: 9781849688925
Author: David Duncan, Christopher J Liley

A practical guide to creating and managing reports as well as identifying the most appropriate reporting tool for any reporting challenge, this book employs real-life, step-by-step examples in a part tutorial, part reference manner.If you are a Microsoft Dynamics GP developer, consultant or power user who wants to create and manage reports, then Microsoft Dynamics GP 2013 Reporting, Second Edition is for you. A working knowledge of Microsoft Dynamics GP is required. A basic understanding of business management systems and reporting applications such as Microsoft Excel and SQL Reporting Services is highly recommended.

Microsoft Dynamics GP 2013 Reporting 2nd Table of contents:

1. Meeting the Reporting Challenge
Trends in reporting
Increased flexibility
Reporting through all levels of an organization
Increased access to the report generation process
Challenges to developing and writing reports

• Intended audience

• Data sources

• Latency

• Formatting and presentation

• Ad-hoc reports versus traditional reports

• Security

• Network access and general IT infrastructure

• Developer resources
  Summary

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2. Where Is My Data and How Do I Get to It?
System databases versus company databases

• System databases

• Company databases
  Dynamics GP table naming/numbering conventions

• Tables versus Table Groups

• Physical table naming/numbering conventions

• Alpha code

• Table type

• Setup Tables

• Master Tables

• Transaction Tables

• Cross Reference Tables

• Other Table types
  Identifying the Table type by the table naming convention

• Sequence

• Variant
  Locating Dynamics GP data using the Resource Descriptions windows

• Tables

• Fields

• Windows
  The Table Import utility
  Accessing data at the table level using SQL Management Studio
  Locating Dynamics GP data with additional tools

• Dynamics GP 2013 Software Development Kit

  • Downloading the Software Development Kit

  • Using the Software Development Kit

• The Support Debugging Tool

  • Downloading the Support Debugging Tool

  • Using the Support Debugging Tool
    Summary

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3. Working with the Builders – SmartList and Excel Reports
Utilizing default SmartLists to meet basic reporting needs
Structure of SmartList

• Basic SmartList concepts

• Narrowing our result list with search criteria

• Adding new columns

• Changing the number of records returned

• Modifying a dex.ini switch for faster export to Excel
  Extending SmartList data to Excel by deploying Excel Reports

• Deploying Excel Reports

• Maintaining security for Excel Reports

  • Shared network folder permissions

  • Database-level permissions

• Accessing and using Excel Reports

  • Connecting to Excel Reports via Windows Explorer

  • Connecting to Excel Reports via GP 2013
    Creating and publishing new SmartLists using SmartList Builder

• Understanding the SmartList Builder window

• Creating a new SmartList Object via SmartList Builder
  Deploying new Excel Reports with Excel Report Builder

• Understanding the Excel Reports Builder window

• Creating a new Excel Report via Excel Report Builder
  Additional tips and tricks for using both Builders
  Summary

---

4. Report Writer and Word Templates
Storing and accessing Report Writer reports

• Storing Report Writer reports

• Accessing Report Writer reports
  Setting the Dynamics GP launch file
  Setting security for custom/modified reports
  Opening and navigating the Report Writer windows

• Setting security permissions to use Report Writer

• Opening Report Writer

• Report Writer Resource windows

  • Fields

  • Data types

  • Formats

  • Pictures

  • Strings
    Report Modification windows

• Report Definition

• Report Table Relationships

• Sorting Definition

• Report Restrictions

• Layout

• Properties

• Toolbox
  Modifying all reports in the application by using global modifications

• Data types

• Formats

• Pictures

• Strings
  Modifying an existing Dynamics GP report

• Common modifications

• Modifying a report – adding aging periods to Payables Trial Balance Report
  Importing and exporting customized reports

• Exporting customized reports

• Importing customized reports
  Rendering reports with the Microsoft Word template feature

• Enabling Word templates

• Installing the Dynamics GP add-in for Microsoft Word

• Understanding the Word template modification process

• Modifying the presentation of a default Word template

• Applying simple formatting changes and password protection to an existing template

• Setting the default Word template for a company database

• Adding fields to an existing Word template

  • Adding new fields to the Check Remittance template
    Using Word Template Generator to create additional Word templates

• Create a Word template for Summary GL Trial Balance
  Summary

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5. Utilizing the SSRS Report Library
Getting started with SSRS

• Prerequisites for SSRS
  Deploying SSRS reports and metrics

• Deploying predefined Reporting Services reports and metrics for Dynamics GP

• Using the predefined SSRS reports

  • Viewing SSRS reports in the Dynamics GP report list

  • Launching predefined SSRS reports directly from Report Manager

  • Assigning and using predefined SSRS reports on GP forms

  • Viewing charts and KPIs using Business Analyzer

  • Installing and configuring Business Analyzer

  • Using the standalone Business Analyzer client

  • Using Business Analyzer from within the Dynamics GP client
    Configuring security for Reporting Services

• Assigning access to the Reporting Services website

• Setting up database security for predefined SSRS reports
  Modifying default reports with Visual Studio
  Creating a new reporting metric via Report Builder
  Summary

---

6. Designing Your Analysis Cubes for the Excel Environment
Understanding the components of the Analysis Cubes environment

• SQL Server Database Engine (data warehouse)

• Connecting to the data warehouse

• Understanding the tables in the data warehouse

• An SSAS database

• SSIS packages

• SQL Server Agent job

• Multiple tier installations
  Installing Analysis Cubes

• Reviewing the preinstallation checklist

• Installing the Server Configuration Wizard

• Using the Server Configuration Wizard to deploy cubes

• Populating the data warehouse and processing cubes

• Granting security access to cubes
  Exploring the Analysis Services database

• Understanding objects in the Analysis Services database

  • The data source view

  • Dimensions

  • Measure groups

  • Cubes

  • Security roles

  • Advanced objects (KPIs, Translations, Perspectives, Partitions, and so on)
    Modifying our Analysis Cubes environment

• Renaming existing attributes in a dimension

• Adding new attributes to a dimension

• Modifying the Account Category hierarchy by editing the GLAccountCategory table

• Adding GP budgets and forecasts to cubes

  • Modifying the GLBudgetSetup table

  • Adding the Budget measure to the Financials cube
    Considerations for upgrading Analysis Cubes for Excel
    Summary

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7. Utilizing Analysis Cubes for Excel for Dynamic Reporting
Using an OLAP viewer to connect to the SSAS database

• Creating a connection to cubes

• Creating a new connection

• Storing connection files locally or on a network share

• Repointing to a different data source

• Changing the data source for a single PivotTable

• Changing data sources for an entire workbook

• Using an existing connection to connect to a cube
  Excel PivotTable – Analysis Cubes interface

• The PivotTable pane

• The PivotTable Field List

  • The Fields Section

  • Measure groups

  • Dimensions

  • Incompatible dimensions and measures

• The Areas Section
  Creating ad-hoc reports

• Using PivotTable design features to change report appearances

  • Changing the Report Layout

  • Applying styles to PivotTables

• Using slicers to filter PivotTable data

• Utilizing Excel CUBE formulas

  • Basic cube formulas

  • CUBEMEMBER

  • CUBEVALUE

  • Combining the CUBEVALUE and CUBEMEMBER formulas

  • Building a top-10 table

  • CUBESET

  • CUBERANKEDMEMBER

  • Creating the table

  • Adding a chart for visual effect
    Creating dashboards from Analysis Cubes data – a few thoughts

• The seven default cubes

  • The Financials cube

  • The Accounts Receivable cube

  • The Accounts Payable cube

  • The Sales cube

  • The Purchases cube

  • The Inventory cube

  • The Analytical Accounting cube
    Summary

---

8. Designing Financial Reports in Management Reporter
Management Reporter architecture

• Installing and configuring Management Reporter

  • Installation overview

  • Configuring Management Reporter Server components

  • Importing companies

  • Registering Management Reporter

• Management Reporter security

  • Users

  • Groups

  • Companies
    Navigating the Management Reporter Report Designer interface

• The Menu bar

  • File

  • Edit

  • View

  • Format

  • Company

  • XBRL

  • Go

  • Tools

  • Window

  • Help

• The Navigation Pane
  Working with the Management Reporter building blocks

• Row definitions

• Column definitions

• Reporting Tree definitions

• Report Definitions

  • Report

  • Output and Distribution

  • Headers and Footers

  • Settings
    Improvements in Management Reporter 2012

• Tools for reducing building block sprawl

  • Grouping building blocks in the Navigation Pane with the use of folders

  • Creating building block groups in environments with multiple entities

  • Finding and eliminating unused building blocks by using building block associations
    Summary

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9. 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

• Overview of the Report Viewer interface

  • Menu bar

    • File

    • Edit

    • Find

    • Insert

    • View

    • Tools

    • Window

    • Help

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Tags: David Duncan, Christopher J Liley, Microsoft Dynamics