Refreshable Excel Reports – The Rest Of The Story Tom Monfre and Tylor Schienke Batteries Plus Bulbs

Tom Monfre, ERP Architect GPUG Member for 5 Years Favorite benefit: Collaborate library Dynamics GP since before it was Dynamics GP 25 plus years networking SQL Server since before it was SQL Server .Net development eConnect and other integrations

Tylor Schienke, Business Analyst GPUG Member for 4 Years Favorite benefit: Knowledgebase 8 years SQL Server Administration 8 years SSRS Development and Administration 11 years IT 4 years Dynamics GP Administration

Excel Refreshable Reports Security Very little reliable documentation available Report Roles Active Directory security groups Create groups to match report roles Map Active Directory groups to SQL Server roles AD groups can be added to one or more SQL Server roles Custom Excel reports Same technique can be used

Very little reliable documentation available

Very little reliable documentation available Documentation and examples seem to only apply to deployment Not everyone understands Active Directory and SQL Server roles and permission This approach brings both together in one simple to maintain setup Once the setup is complete, simply add Active Directory users to the appropriate group and they receive permission to the assigned reports for that group Removing a user from an Active Directory group revokes their permission to the assigned reports for that group

DEPLOY STANDARD EXCEL REPORTS

Active Directory security groups

Map Active Directory groups to SQL Server roles

Custom Excel reports and SSRS

Questions? Contact: tmonfre@batteriesplus.com tschienke@batteriesplus.com