Duncan David - Microsoft Dynamics GP 2013 Reporting, Second Edition
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- Book:Microsoft Dynamics GP 2013 Reporting, Second Edition
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Microsoft Dynamics GP lets you take control of creating and managing reports, and this guide shows you exactly how. Written by practical experts with business consultancy backgrounds, the book combines clarity with thoroughness.
Overview
- Explore the new reporting features found in GP 2013
- Add value to your organization by identifying the major reporting challenges facing your organization and selecting the most effective reporting tool to meet those challenges
- Empower users from top to bottom in your organization to create their own reports
- Go beyond basic reporting by providing true business intelligence for your organization
In Detail
Microsoft Dynamics GP 2013 is a sophisticated enterprise resource planning system with a multitude of features and options. Microsoft Dynamics GP enables you to create and manage a variety of reports that can help your organization effectively manage its financial and operational data.
Microsoft Dynamics GP 2013 Reporting, Second Edition will show you how to create and manage reports, know what tools to use and when, how to use these tools, and where to find the data based on how its being entered into the system with Dynamics GP.
This book addresses the many challenges and frustrations a company may face when preparing to build new reports. You will learn how to find and locate your data in the GP system and company databases. It then dives deep into topics such as SmartLists, SL Builder and Excel Report Builder, Report Writer, Word Template Generator, SSRS Report Library, Business Analyzer, 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.
What you will learn from this book
- Understand how data is stored in Microsoft Dynamics GP
- Use Excel and SmartLists Builders for basic GP reporting needs
- Take advantage of the new Word Template functionality in Report Writer including the Word Template Generator
- Deploy and modify the Dynamics GP SQL Reporting Services report library
- Display SSRS reports in dashboard form with Business Analyzer
- Customize Analysis Cubes for Excel for improved ad-hoc data analysis
- Slice and dice Dynamics GP data with Excel Pivot Tables and Pivot Formulas
- Design and create various building blocks for Management Reporter
- Explore advanced concepts for delivering professional-quality financial statements
Approach
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.
Who this book is written for
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.
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Copyright 2013 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: April 2011
Second edition: October 2013
Production Reference: 1161013
Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham B3 2PB, UK.
ISBN 978-1-84968-892-5
www.packtpub.com
Cover Image by Suresh Mogre (<>)
Authors
David Duncan
Christopher J Liley
Reviewers
Vaidhyanathan Mohan
Amy Walsh
Kristi Weldon
Acquisition Editor
James Jones
Lead Technical Editor
Susmita Panda
Technical Editors
Gauri Dasgupta
Kapil Hemnani
Project Coordinator
Kranti Berde
Proofreaders
Simran Bhogal
Maria Gould
Ameesha Green
Indexer
Rekha Nair
Graphics
Ronak Dhruv
Production Coordinator
Kyle Albuquerque
Cover Work
Kyle Albuquerque
David Duncan has been a consultant and business analyst for over five years. He has driven organizational success through well-defined reporting solutions that provide valuable and insightful information to key stakeholders. He is the co-author of Microsoft Dynamics GP 2010 Reporting and has also served as a technical reviewer for Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 , both by Packt Publishing. David, who holds several certifications for Microsoft Dynamics GP and SQL Server, has extensive experience in designing and providing business intelligence and reporting tools for organizations that use Dynamics GP and many other Microsoft SQL Server-based applications.
In his current position as a business analyst, David works with end users at all levels of his organization to provide them with reporting solutions to meet their needs. David enjoys sharing insights gained from these solutions, and he is even happier when he can share these insights using Excel PivotTable and Excel Power Pivot functionality!
David holds a degree from Clemson University. He resides in Rocky Mount, N.C. with his wife, Mary Kathleen, and their newborn daughter, Mary Eliza.
I'd like to thank my friend and co-author Chris Liley for all he has done in making this book possible. It has been a great privilege to work with him on both the original book and this update!
To Clinton Weldon and Dwight Specht, both of I.B.I.S., Inc., while we may no longer have the opportunity to work together on a daily basis, the lessons I learned and experiences I gained while working with you continue to guide me on a regular basis.
To our exceptional reviewers, Vaidhyanathan Mohan, Amy Walsh, and Kristi Weldon, thank you for your energy and enthusiasm in reviewing our book. It is most assuredly a better resource for the attention you have given to it.
To the team at Packt Publishing, thank you again for seeing Chris and me through the various stages of publishing this book. As much as I enjoy sharing my passion for reporting with others, Packt Publishing has enabled me to share this passion beyond just my immediate circle of colleagues.
And last, but certainly not least, this book would not be possible without the loving encouragement and support of my wife, Mary Kathleen. Writing a book can be a frustrating and challenging task at times, and you have always been ready with words of reassurance and inspiration!
Chris Liley is a Principal Consultant with I.B.I.S., Inc., which is a Microsoft Gold Certified Partner based in Norcross, GA. Chris holds several certifications for both Microsoft Dynamics GP and SQL Server. He is a graduate of Georgia State University with a B.B.A in Accounting, and has worked with the Dynamics GP product since 2001. Chris has also previously participated in the Dynamics Partner Advisory Board, and is co-author of Microsoft Dynamics GP 2010 Reporting .
Chris' experience ranges from financial analysis, software implementation, data conversions and integrations, to designing and developing customizations in both the functional and technical area of consulting for Dynamics GP.
In addition, Chris has extensive experience in designing Business Intelligence solutions and has assisted numerous clients in analyzing their business plans with these solutions.
First and foremost, my thanks and appreciation goes to my friend and co-author, David Duncan. It was truly a privilege to work with him not only on our 2010 version of this book but also this second edition. I wish him and his wife all the best with their newborn daughter.
I would also like to thank our incredible management team at I.B.I.S., Inc. for allowing me the continued opportunity to learn new tools that ultimately allow me to share my knowledge with the community, as well as their support and encouragement in writing this book.
No book is the sole work of just the author and to our reviewers Vaidhyanathan Mohan, Amy Walsh, and Kristi Weldon, thank you for all your dedication and enthusiasm in reviewing our book. We truely believe that it will be the best possible resource it can be due to the attention to detail you gave it.
Special thanks is reserved for the team at Packt Publishing, thank you again for seeing David and me through the various stages of publishing this book. It was a privilage working with the team and being allowed to share my knowledge with a much wider audience than just my clients.
And finally I want to thank my boss and my friend Clinton Weldon. It is because of his continued mentorship over the past 12 years that I have been able to learn so much about ERP products and bring that knowledge to every customer that I visit.
Vaidhyanathan Mohan is a Microsoft certified freelance Microsoft Dynamics GP consultant with expertise in Microsoft Dynamics GP and related technologies. He started his career as a GP developer, and slowly and steadily enhanced his skills on Microsoft Dynamics GP (both on the product and technologies) and became a complete product consultant.
He has worked on various challenging customization developments and Dynamics GP implementations. He is an active participant on all Microsoft Dynamics GP community forums; a Microsoft Dynamics GP technical blogger, namely Dynamics GPLearn and Discuss (http://vaidymohan.com), which is listed on Microsoft's official Dynamics GP blog space.
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