1. Excel and Power BI Presented By: Paul Johnson

2. Excel Reports in GP Can view under the Administration navigation pane. Depending on version of GP found under other reports or excel reports 190 Excel reports are deployed 256 Data connection

3. Difference between.xlsx and.odc files The.xlsx files are the excel workbooks The.odc files are the office data connection to the GP databases The.odc files are used by the.xlsx files to populate the workbooks with Dynamics GP information.

4. Excel Reports Demo

5. Working with.odc files You can change existing.odc files You can reference your own views, tables and databases Adding your excel files or.odc files to the network location of where reports are deployed will allow users to see them in GP This is usually GPShare\Reports\DataConnections and GPShare\Reports\Reports.

6. Security of data Security is managed at the data layer. Users or AD groups are assigned access to rpt roles in sql. This dictates which tables, views, and databases they would have access to. Rpt roles are out of the box database roles that are defined when deploying GP. Security model is similar to SSRS reports.

7. Excel Dashboard Demo

8. Building your own Dashboard (Demo)

9. Self Service BI Self Service BI: Providing end users with access to (specific or limited) business information without the support or involvement form the IT department. This information is used/viewed in such a way that timely and informed business decisions can be made.

10. Power BI tools in Excel You can download these free add-ins for Excel Power Query Power Pivot Power View Power Maps

11. How Much does Excel Tools cost? (Free)

12. Power BI Desktop (new tool!) Premier reporting tool (free to download) Streamlined version of Power Query Power pivot Power View Demo

13. Power BI App PowerBI.com Publish content from Power BI desktop to a free website Demo Phone App (demo).

14. How much does Power BI cost? Cost in $US

15. How much does Power BI cost? (con’t)

17. Q&A Thanks for Attending Paul Johnson Paulj@prophet.ca