Posts Tagged ‘Excel Report Builder’
Guest Consultant Blog & Video: Excel Report Builder to compare Microsoft GL Actual to Budget Dashboard
If you create budgets, you’ll need to compare them to actual numbers to see how close you are coming to your estimates/forecasts/budgets.If you are holding Department Heads/Managers accountable to budgets, they need to review how they are doing along the way.Belinda Allen from Njevity shares a short video walking users through the process of using…
[Read More]
Tech Tuesday: Troubleshooting SmartList Builder Lists that Return No Data
As you are building out lists in SmartList Builder, you may go to review it and find that it returns no data. There can be many reasons for this, but troubleshooting is all the same. This is the same whether you are using the SmartList Builder, Excel Report Builder, or Navigation List Builder modules. Here are…
[Read More]
Tech Tuesday: Adding Parameters to Excel Report Builder report
We have been asked many times if you can have parameters in an Excel Report Builder built report so the end user can restrict down the data a little easier. With the core Excel Report Builder, this isn’t something that can be done. But, it can be added in Excel to the report you build…
[Read More]
Tech Tues: Update to Automatically Refreshing Pivot Tables in Excel Refreshable Reports
There has been some discussion lately on the refreshing of the Pivot Tables in Excel Refreshable Reports. I previously had written a Tech Tuesday post about how to get a Pivot Table pulling data from an Excel Refreshable Report. You can view that post here:With this post brought many different questions from the community. So, I…
[Read More]
Tech Tues: Automatically refreshing Pivot Tables in Excel Refreshable Reports
Using the refreshable Excel Reports is a great option to be able to view your Microsoft Dynamics GP data in a tool we all love. Whether they are the default refreshable ones that can be deployed from Microsoft Dynamics GP or ones you create using eOne’s Excel Report Builder, getting the list and then being able…
[Read More]Tech Tuesday: SmartList Builder Call to Action
This week I want to shake things up a little bit with our Tech Tuesday. Instead of me telling you something great about what you can do with one of the eOne products, I want you to tell me what you are using SmartList Builder for. This includes SmartList Builder, Excel Report Builder, and Navigation…
[Read More]Tech Tuesday: Excel Report Builder and Office 365
Excel Report Builder and Office 365 interact a little bit differently than a local installation of Office or SharePoint. Excel Report Builder and Office 365 SharePoint Currently, Excel Report Builder will not publish directly to a SharePoint site on Office 365. You can publish them locally and upload them to the SharePoint library. You can also…
[Read More]Tech Tuesday: Remove All Date Formatting in Excel Report Builder
This week’s Tech Tuesday is from Jared Dux in Quality Assurance. He highlights the Excel Report Builder aspect of SmartList Builder and how to remove all date formatting within it. In Excel Report Builder version 12.00.0067 and 12.00.0068 you can add a line to the Dex.ini to remove all date formatting from published Excel Reports.…
[Read More]Tech Tuesday: Using Drill Down Builder outside of Excel Report Builder
Drill Down Builder has been a part of SmartList Builder for a few releases now. It can be used to give you the ability to drill back from an outside application to the GP windows. Of course, it does require that you have security to the window that you are trying to drill back to…
[Read More]Tech Tuesday: Table Joins in SmartList Builder
Our Product Specialist, Nicole Albertson, will be clearing up the confusion around which Link Method to use when you are joining two tables in SmartList Builder for today’s Tech Tuesday. Equals: This option will exclude any records that don’t exist in both tables from the results. A record must exist in both the table you are…
[Read More]