Welcome! Microsoft Dynamics GP User Group (GPUG) Detroit Chapter Meeting Tweet During today’s meeting: @GPUG, #GPUGDetroit

Tweet During today’s meeting: @GPUG, #GPUGDetroit Agenda Welcome & Introductions GPUG News & Chapter Business Educational Session – Refreshable Excel Reports Member Showcase – Global LT Educational Session – SmartList Builder Roundtable Discussions Tweet During today’s meeting: @GPUG, #GPUGDetroit

Welcome & introductions Name Company Role in Company Microsoft Dynamics GP Version What version of GP are you currently using? What is the best or worst holiday present you’ve received? (Christmas, birthday, etc.) Use this slide to do an introduction roundtable with your members!

Next meeting? Thank you to our Annual Chapter Sponsors! Date: June 16, 2017 Time: Noon – 4pm Place: TBD – Want to host? Topics: TBD Member Showcase:TBD Thank you to our Annual Chapter Sponsors! Click here to watch Sponsorship videos Tweet During today’s meeting: @GPUG, #GPUGDetroit

Join GPUG Membership Feedback Connect-Learn-Share Want to know more? Attend one of the hundreds of live or on-demand skill building webinars Participate in local chapter meetings for free Access some of the 200 educational events year round Collaborate: Exclusive online social community for GP users Save on GPUG Summit Registration: up to $200 discount per person Connect-Learn-Share Want to know more? Have Questions? GPUG Contact Bob Buresh, Membership Manager 877-324-8880 x1448 bob@gpug.com Michelle Kocher Director of Operations, Information Technology, Delta Medical Systems Enroll Online … www.gpug.com/join Becoming a member of GPUG has really helped our users improve their knowledge and understanding of Dynamics GP. We have increased efficiencies in several areas as a direct result of our GPUG membership. Being active in the GPUG community has helped me develop skills both personally and professionally, allowing me to advance in my career. Talk with the attendees about the benefits of GPUG and encourage them to get more involved! Feel free to watch the video in your meeting. 30,500 of your Dynamics GP peers are waiting for YOU to join the Community!

GPUG Events 2017 Events 2018 Events SUMMIT October 16-19 AMPLIFY + March 19-21 Anaheim, CA Dynamics GP Customers Dynamics GP Partners – Sales and Marketing Roles AMPLIFY + Partner Connection SUMMIT End-user training on the latest release of Dynamics GP plus product roadmap with Microsoft; sales and marketing training for Dynamics GP Partners. August 7-10 Fargo, ND Dynamics GP Partners – Consultant and Developers reimagine + AMPLIFY reIMAGINE Dynamics GP Partner readiness training for consultants and developers. Dynamics GP Customers October 10-13 Nashville, TN Leading live-event featuring community- produced education and optimal networking opportunities. 2018 Events Dynamics GP Customers Leading live-event featuring community- produced education and optimal networking opportunities. SUMMIT October 16-19

March 20 – 22, 2017 Anaheim, California www.gpugamplify.com

Sponsor Videos Solver with Nils Rasmussen Journyx with Brian Maxin ADP with Ryan Bosmeny

Presented by Jeff Pfershy Refreshable Excel Reports – How to deploy, secure, & create new reports Presented by Jeff Pfershy Solution Consultant The TM Group Tweet about this: @GPUG, #GPUGDetroit, #GPUGExcelRpts, @jpfershy

(Free) Reporting Tool Choices in GP Business Analyzer? SSRS? SmartLists? Excel Reports belongs in your bag of tricks!

WHO are Typical Consumers WHY Excel Reports are AWESOME ! WHAT is an Excel Report WHO are Typical Consumers WHY Excel Reports are AWESOME ! Excel Reports are a set of preconfigured Excel files that have a connection to your GP data, so they can be refreshed any time. Typical consumers are anyone outside your normal ERP users – Executives / C-level, Business Analysts, Department/Division Managers, Salespeople, etc. Excel is the tool of choice for many of us, and something we use on a daily basis. Excel Reports also enable non-ERP users to answer their own questions about their vendors, customers and other aspects of their business without asking someone in accounting or finance to get them the info – Self Service BI! Became available in GP 2010. Today I’m using GP 2016 R2.

Dashboards & Much More ANY data in GP and other sources… Agings, Vendor Spend, Projects, Inventory, you name it… Real-time, Refreshable, Customizable Tweet about this: @GPUG, #GPUGDetroit, #GPUGExcelRpts, @jpfershy

Measure Twice, Cut it Once Plan your deployment (with paper and pencil) ! SharePoint (online or on-prem) or Network Share Who needs access? Sales, Purchasing, Ops, C-Level? Work with your IT team – chances are good you’ll need their help! Tweet about this: @GPUG, #GPUGDetroit, #GPUGExcelRpts, @jpfershy

Two Levels of Security – AD and SQL For Network Shares: Active Directory Determine where the folder share will be located – it must be able to connect to the SQL server! The person must have an AD account in your organization’s domain Their account must have at least ‘Change’ rights to the shared folder you want them to access For information on deploying to SharePoint please refer to the GP documentation.

Two Levels of Security – AD and SQL For Network Shares: SQL Access The person’s AD account must be added as a SQL login AND be assigned to the appropriate database and ‘rpt_’ role ‘rpt_’ roles grant read access to different areas of information Tweet about this: @GPUG, #GPUGDetroit, #GPUGExcelRpts, @jpfershy

‘rpt’ roles in each GP database

Some of the rights in a ‘rpt’ role

Reporting Tools Setup To deploy Excel Reports In GP go to Setup > System > Reporting Tools 2 sets of folders created – Data Connections and Reports, then a set of folders for each GP company

Reporting Tools Setup Normal folder structure for each company The same structure existso for Data Connections and Reports. Each GP module you use will have a set of reports Tweet about this: @GPUG, #GPUGDetroit, #GPUGExcelRpts, @jpfershy

To Infinity and Beyond! How to create ‘new’ reports? Method 1 - If you only want to see the data different ways, then just ‘Save As…’ As long as the place where you save it has access to the SQL server, the data can be refreshed

To Infinity and Beyond! How to create ‘new’ reports? Method 2 – Create a new data connection for your own custom SQL query. Tweet about this: @GPUG, #GPUGDetroit, #GPUGExcelRpts, @jpfershy

Method 2 Steps Create your custom query in SQL, test and save it. Open an existing Excel Report (I use the same series), go to Data > Connections > Properties > Command Text Paste your query over the existing statement in the window. Click ‘Export Connection File’. Give the new odc file a unique name and save it. Cancel out of the Connections window.

Method 2 Steps Open a new Excel file and go to Data > Existing Connections > Browse… find your saved odc file and click Open. Click Properties, change the connection name / description. Click OK in the Import Data window and Voila! Now you have a new custom Excel Report. Tweet about this: @GPUG, #GPUGDetroit, #GPUGExcelRpts, @jpfershy

Existing data connection window

In your new Excel file choose Existing Connection under the Data tab

Browse for your new ODC file and open it

Don’t forget to change the name and description of the data connection

Don’t forget to change the name and description of the data connection

Added bonus – Add one or more Slicers to dynamically filter data.

Slicers can be added for each column of data.

In my sample I chose the fiscal year and period. You can select multiple items using the icon I’ve highlighted

Extra Tips IF you create a SQL statement that the ‘rpt’ role doesn’t have permissions for (select or execute), the SQL objects used need to be added to the database role permissions; or a new custom ‘rpt’ role needs to be created and the appropriate windows users added to the role. In Excel 2013 and above, you can use ‘slicers’ in your reports to filter on one or more values. Access slicers by clicking anywhere on your downloaded table and select ‘Insert Slicer’ from the Table Tools Design menu

Questions? Feel free to reach out – here’s my contact info: Jeff Pfershy Email: jeffp@tmgroupinc.com Cell: 248-804-7468 Twitter: @jpfershy Thank you for your time today! Tweet about this: @GPUG, #GPUGDetroit, #GPUGExcelRpts, @jpfershy

Member Showcase Featuring: Global LT Rachel Cilli Tweet During today’s meeting: @GPUG, #GPUGDetroit

Member Showcase Who We Are and What We Do What Modules We Use Version Number of Users How Long What ISV's and How We Use Them Favorite Module and Why Tips & Tricks / Way to Improve Processes (what surprised you that you didn’t know) Where Do We Go for Answers Questions? The outline below may be useful in developing a Member Showcase presentation for use during a chapter meeting.   Introduce yourself Provide an Overview of Company Primary business activity Industry Locations # of Employees Revenue size (if appropriate) Introduce others from your company in attendance, and including yourself, review Job roles How long with company How long using Dynamics Other interesting items Discuss how your company is using Dynamics How many users How long What version(s) What segments and for what purposes ISV products used/customizations Share a “case study” from your experience regarding your company’s use of Dynamics Pick a project/initiative. It could be your Dynamics implementation overall or perhaps a specific solution within or around Dynamics that Dynamics helped solve. What is the problem your organization was trying to solve? What pain the problem was causing your organization? What alternatives did you evaluate? Who in your org was involved in the alternative evaluation? Which option/approach did you select? How did you start the project? How did you get your users onboard and engaged? General thoughts of the implementation? What results were accomplished? How did you measure the results? Subjective opinion of the results? Lessons Learned. Questions and Answers

Networking Break Follow us on Twitter: @gpug Like us on Facebook: GPUG-Microsoft Dynamics GP User Group Follow us on LinkedIn: GPUG – Official Microsoft Dynamics GP User Group

Nicole Albertson of eOne Solutions SmartList Builder Nicole Albertson of eOne Solutions Tweet During today’s meeting: @GPUG, #GPUGDetroit, @eOneSolutions

Roundtable discussions – You Choose! Here are a few suggestions to get the conversation started Power BI GP 2016 SmartList PSTL

Thank you for attending our meeting, and we look forward to seeing you next time! Please provide feedback by completing the post meeting survey. Your opinion is valued!