#GPUGSummit | #INreno15 #GPUGSummit DATA TO YOUR PEOPLE: USING SSRS WITH DYNAMICS GP Adam Jacobson, Red Three Consulting

#GPUGSummit | #INreno15  GPUG Member for 1 Year!  Favorite benefit: – Forums  Background: – Career started on STS Retail on Data General (Show Me reporting tool) – 12 years ERP implementation(Lawson/Oracle) – Last 8 years Focused on BI and Data Integration with Microsoft Tools – Special expertise in complex accounting – especially multi-currency, data integration, and legacy systems (AS400). 2 ADAM JACOBSON, RED THREE

#GPUGSummit | #INreno15  Four types of people show up at my presentations – People who are completely new to the technology – People who have some familiarity and are looking for ideas or tips. – Complete experts who want to feel superior. – People who know me and want chocolate. 3 WHO ARE YOU?

#GPUGSummit | #INreno15  Introduction – Why Would You Use SSRS – What comes out of the box with GP  Delivering data to your users – Basic Reporting – Visualization – Financial Reporting  Administration and Development Notes 4 AGENDA

#GPUGSummit | #INreno15  Server Centric – Report definitions aren’t on individual PCs or shared drives – Burst reports to shared drives or – No Excel Add-ins or other desktop problems  It can be deployed to users without GP  While there are licensing issues, adding access licenses if needed is quite cost effective  You can incorporate code in SSRS or incorporate SSRS in other code.  Large base of support 5 WHY WOULD YOU USE SSRS

#GPUGSummit | #INreno15  Browser compatibility will be updated in SQL Server (Microsoft acknowledges that IE is not the world’s only browser).  Tablix – everything is very boxy. Other tools can be better to get “pixel perfect” reports.  It’s not Excel (and some folks want to spend their lives in Excel). 6 WHAT COULD BE BAD?

#GPUGSummit | #INreno15  REPORTS:  4eef-b5e1-f3dd5b30632b 7 SSRS WITH GP – WHAT DO YOU GET?

#GPUGSummit | #INreno15 8 SSRS WITH GP – STANDARD REPORTS

#GPUGSummit | #INreno15 9 SSRS – COMPANY FOLDER – SELECT APPLICATION

#GPUGSummit | #INreno15 10 SSRS – FINANCIAL REPORTS

#GPUGSummit | #INreno15 11 SSRS – FINANCIAL – CHARTS/KPIS

#GPUGSummit | #INreno15 12 CROSS REFERENCE REPORT BY JOURNAL ENTRY

#GPUGSummit | #INreno15 JOURNAL ENTRY - PDF reportsyouneed.com

#GPUGSummit | #INreno15 14 JOURNAL ENTRY – IN EXCEL

#GPUGSummit | #INreno15 15 AN OUT OF THE BOX KPI

#GPUGSummit | #INreno15  You can save any report in many formats. – Excel – PDF – CSV – TIFF Word – XML  However, you must plan the reports for the format you are going to use. – You’ll see that the journal entry report for the Excel use just isn’t that useful. Maybe you’re longing for Smart Lists? 16 A COUPLE OF KEY SSRS POINTS

#GPUGSummit | #INreno15  Make data so easy to use that our users will be happy and we won’t get phone calls.  Three demands: – People who just want Excel or PDF documents – People who will log in – People who want visuals. 17 PART 2 – DRIVING DATA TO YOUR USERS

#GPUGSummit | #INreno15  I am planning to demo this live, going through the examples which follow.  However, as that doesn’t always work, I have provided screenshots for your reference. 18 ABOUT THE SCREENSHOTS

#GPUGSummit | #INreno15 19 BURSTING – START WITH A SAMPLE REPORT

#GPUGSummit | #INreno15 20 BURSTING – THE BASIC REPORT

#GPUGSummit | #INreno15 21 BUT HOW DOES IT LOOK IN EXCEL?

#GPUGSummit | #INreno15 22 HOW TO: GROUP PROPERTIES

#GPUGSummit | #INreno15  Before we begin, note that some people’s thinking to the contrary, putting data in a pdf (as opposed to a spreadsheet) does not count as security. Just sayin’. 23 EXCEL IS GREAT – BUT WHAT ABOUT PDF

#GPUGSummit | #INreno15 24 SSRS – DOCUMENT MAP

#GPUGSummit | #INreno15 25 PDF WITH BOOKMARKS

#GPUGSummit | #INreno15 26 HOW TO: GROUP PROPERTIES

#GPUGSummit | #INreno15 27 DRILLTHROUGH

#GPUGSummit | #INreno15 28 DRILLTHROUGH

#GPUGSummit | #INreno15  So that’s how we’ve seen to get detail within one report before. What if we want even more information? Remember, our goal is to give the field the information they want without calling us up to ask for it. 29 DRILLTHROUGH

#GPUGSummit | #INreno15 30 DRILLTHROUGH

#GPUGSummit | #INreno15  You can even set up drill around to work from your exported spreadsheets. However, the user will still need to be setup with access to SSRS. 31 DRILLTHROUGH

#GPUGSummit | #INreno15 32 HOW TO – TEXT BOX PROPERTIES

#GPUGSummit | #INreno15 33 INTERACTIVE SORTING

#GPUGSummit | #INreno15 34 HOW TO: TEXT BOX PROPERTIES

#GPUGSummit | #INreno REPORTS FOR THE PRICE OF 1.1 – PARAMETER GROUPING

#GPUGSummit | #INreno REPORTS FOR THE PRICE OF 1.1 – PARAMETER GROUPING

#GPUGSummit | #INreno15 37 HOW: DATASET PROPERTIES -> FIELDS

#GPUGSummit | #INreno15 38 HOW TO: EXPRESSIONS

#GPUGSummit | #INreno15 39 SPARKLINE

#GPUGSummit | #INreno15 40 INDICATORS

#GPUGSummit | #INreno15  Maps  Gauges 41 OTHER VISUALS

#GPUGSummit | #INreno15  DEVELOPMENT – WHO CAN DO THIS?  SETTING UP A USER – Basic SSRS Security – Dynamics GP Database Roles – Data Based Subscriptions  SCHEDULING  UNDERSTANDING THE DATA 42 ADMINISTRATION, SECURITY AND UNDERSTANDING THE DATA

#GPUGSummit | #INreno15  Skill - Separate out report building from query building – If the data is prepared (as I have done in my examples using views over the GP tables), a savvy end user can learn how to build reports. – Understanding SQL is generally more than an end user should be working with.  Time – To stay up on your reporting skills, you need to spend a few days a month on reporting.  In a person department, we can find one person who may like doing this. 43 DEVELOPMENT: WHO CAN DO THIS?

#GPUGSummit | #INreno15  To access an SSRS report, the user: – Must be assigned to the appropriate windows group so they have access to SSRS. This is perfomed by your windows administrator. – Must be setup as a user within SSRS. – Must be given access to the appropriate folders/reports that we just saw within SSRS. – Must have access to the data that the report uses. 44 SSRS WITH GP - SECURITY

#GPUGSummit | #INreno15  Dynamics GP provides multiple roles. Each role has access to different stored procedures on the database which in turn drive the SSRS reports.  A user can be assigned to multiple roles – this is all handled on the database level.  These roles grant access to kinds of data within a given database.  If you want data security (person x only sees certain data within a company), you need to go custom. 45 SSRS – HOW IS DATA ACCESS ESTABLISHED

#GPUGSummit | #INreno15 46 SSRS – GP DATABASE ROLES

#GPUGSummit | #INreno15  All done from the administrative web page in SSRS.  One gotcha: if you want data based subscriptions (schedule one report and divide it up by user and their dataset) you need more than standard SQL Server. 47 REPORT BURSTING AND SCHEDULING

#GPUGSummit | #INreno15 48 SCHEDULING – DEFINE THE TIME

#GPUGSummit | #INreno15 49 SCHEDULING – ADD A REPORT TO THAT TIME

#GPUGSummit | #INreno15  Table Names  Artificial Keys  How to find information  Sample Reports  Hints – what you really want to do to make this work 50 UNDERSTANDING GP DATA

#GPUGSummit | #INreno15  Example Physical Table Name XXXTSSVV SOP30200 Invoice Header – XXX - SOP – Module Code – Sales Order Procss – T – (3) – Table Type 0 = Master 1 = Work 2 = Open 3 = History (History or sometimes just posted) 4 = Setup 5 = Temporary 6 = Cross Reference 7 = Report Options 51 UNDERSTANDING GP DATA

#GPUGSummit | #INreno15  Example Physical Table Name XXXTSSVV SOP30200 Invoice Header – SS – Sequence – a group of tables that share similar data. SOP30201 Sales Deposit History – VV – Variant – number within the sequence 52 UNDERSTANDING GP DATA

#GPUGSummit | #INreno15 53 TABLE FINDER

#GPUGSummit | #INreno15  54 TABLE FINDER

#GPUGSummit | #INreno15 55 RESOURCE DESCRIPTIONS

#GPUGSummit | #INreno15 56 RESOURCE DESCRIPTIONS

#GPUGSummit | #INreno15 57 RESOURCE DESCRIPTIONS

DATA TO YOUR PEOPLE: USING SSRS WITH DYNAMICS GP

FINAL SLIDE