You Own It – Why not use it? Excel Reports John Grebe, March 14, 2017 jgrebe@intellitecsolutions.com

Meet Your Presenter John Grebe Project Manager Microsoft Dynamics GP BS – Accounting/Finance – Drexel University CPA - inactive Over 15 years experience with Dynamics GP Fourth Year with Intellitec Solutions Previous accounting experience up to Accounting Manager level

Excel Reports Excel file that will automatically update with GP data Uses ODBC data connections to database No need to run SmartList then export BI Tool using Excel and data connections

Excel Reports Available through GP menu Can also be accessed from a shared location by users without a GP license Need SQL credentials & SQL License Sharepoint Location

Excel Reports Maintain same functionality and features of Excel but links to real-time data in GP Can modify Excel spreadsheet and save the formatting for future use Most users already familiar with Excel No need to export from SmartList

Excel Reports What you get Most Smartlists are available as Excel reports Dashboards Financial Sales Purchasing Inventory

Excel Reports Demo What you have now

Excel Reports What you can do Pivot Tables Slicers (Excel 2013 or higher) Timelines (Excel 2013 or higher) Hyperlink to GP – must have GP license and GP open

Excel Reports Demo

Excel Reports Q&A

Upcoming Intellitec Webinars Purchase Orders – March 21st Track Statistical Information – March 28th Creating GP Templates with Word – April 4th SSRS Reports – April 11th GP Macros – April 18th Dynamics 2016 R2 – April 25th 11:00 AM to Noon EST

You Own It – Why not use it? Excel Reports John Grebe March 14, 2017 jgrebe@IntellitecSolutions.com