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

2. 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

3. 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

4. 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

5. Very little reliable documentation available

6. 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

7. DEPLOY STANDARD EXCEL REPORTS

8. Active Directory security groups

9. Map Active Directory groups to SQL Server roles

10. Custom Excel reports and SSRS

11. Questions? Contact: tmonfre@batteriesplus.com