Discussion Points for GP Reporting

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Presentation transcript:

Discussion Points for GP Reporting

Ways to Access Data…what do we want to dive into? SQL Management Studio – Direct Connection and write queries, then into an excel report by pasting code to data connection Turn SQL Query into Reports using SQL Server Reporting Services (SSRS) Excel – Connect to View or Table PowerPivot – Connect to Large Data view or table and connect multiple tables/views Connect to Excel Refreshable Report ODC with Excel Link to GP Tables or SQL Views with MS Access, build a “view” with that, and then connect to that view with Excel Smartlists Smartlist Builder – Build custom smartlists from multiple tables/views Excel Report Building – Similar to Smartlist Builder, Build custom smartlists from multiple tables/views

What’s Next Data table primer SQL for accountants Main tables for what type of data What are the most common tables you should know SQL for accountants KPI PLUG IN FOR SHAREPOINT See next slide

GP Office App