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

2. #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

3. #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?

4. #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

5. #GPUGSummit | #INreno15  Server Centric – Report definitions aren’t on individual PCs or shared drives – Burst reports to shared drives or email – 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

6. #GPUGSummit | #INreno15  Browser compatibility will be updated in SQL Server 2016. (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?

7. #GPUGSummit | #INreno15  REPORTS:  https://mbs2.microsoft.com/fileexchange/?fileID=29588511-77d5- 4eef-b5e1-f3dd5b30632b 7 SSRS WITH GP – WHAT DO YOU GET?

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

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

10. #GPUGSummit | #INreno15 10 SSRS – FINANCIAL REPORTS

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

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

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

14. #GPUGSummit | #INreno15 14 JOURNAL ENTRY – IN EXCEL

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

16. #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

17. #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

18. #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

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

20. #GPUGSummit | #INreno15 20 BURSTING – THE BASIC REPORT

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

22. #GPUGSummit | #INreno15 22 HOW TO: GROUP PROPERTIES

23. #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

24. #GPUGSummit | #INreno15 24 SSRS – DOCUMENT MAP

25. #GPUGSummit | #INreno15 25 PDF WITH BOOKMARKS

26. #GPUGSummit | #INreno15 26 HOW TO: GROUP PROPERTIES

27. #GPUGSummit | #INreno15 27 DRILLTHROUGH

28. #GPUGSummit | #INreno15 28 DRILLTHROUGH

29. #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

30. #GPUGSummit | #INreno15 30 DRILLTHROUGH

31. #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

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

33. #GPUGSummit | #INreno15 33 INTERACTIVE SORTING

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

35. #GPUGSummit | #INreno15 35 2 REPORTS FOR THE PRICE OF 1.1 – PARAMETER GROUPING

36. #GPUGSummit | #INreno15 36 2 REPORTS FOR THE PRICE OF 1.1 – PARAMETER GROUPING

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

38. #GPUGSummit | #INreno15 38 HOW TO: EXPRESSIONS

39. #GPUGSummit | #INreno15 39 SPARKLINE

40. #GPUGSummit | #INreno15 40 INDICATORS

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

42. #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

43. #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 10-15 person department, we can find one person who may like doing this. 43 DEVELOPMENT: WHO CAN DO THIS?

44. #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

45. #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

46. #GPUGSummit | #INreno15 46 SSRS – GP DATABASE ROLES

47. #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

48. #GPUGSummit | #INreno15 48 SCHEDULING – DEFINE THE TIME

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

50. #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

51. #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

52. #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

53. #GPUGSummit | #INreno15 53 TABLE FINDER

54. #GPUGSummit | #INreno15  54 TABLE FINDER

55. #GPUGSummit | #INreno15 55 RESOURCE DESCRIPTIONS

56. #GPUGSummit | #INreno15 56 RESOURCE DESCRIPTIONS

57. #GPUGSummit | #INreno15 57 RESOURCE DESCRIPTIONS

58. DATA TO YOUR PEOPLE: USING SSRS WITH DYNAMICS GP

59. FINAL SLIDE