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Refreshable Excel report for monthly actuals vs. budgets in Dynamics GP

May 25, 2016 by Victoria Yudin 20 Comments

A lot of the requests I get are for actual vs. budget reporting. Certainly FRx and Management Reporter can do this pretty easily, but more and more I see users wanting this in Excel with a refreshable report. This blog post will give you everything you need to create a refreshable Excel report that shows monthly […]

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Dynamics GP, Excel reports, GL SQL code, GP Reports code, GP Reports Viewer, GP SQL scripts
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Refreshable Excel report for historical GL trial balance in Dynamics GP

August 13, 2015 by Victoria Yudin 7 Comments

Want to see your historical General Ledger trial balance in Excel? Yes, you can always print out the one from GP and dump it to Excel and manipulate the results, but there is an easier way. Below is a stored procedure you can use to create this. As an added bonus, if you’re using GP Reports Viewer you can […]

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Dynamics GP, Excel reports, GL SQL code, GP Reports Viewer, GP SQL scripts
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Refreshable Excel report for monthly GL budget in Dynamics GP

April 28, 2015 by Victoria Yudin 6 Comments

Dynamics GP has some great functionality for uploading a General Ledger budget from Excel. However, if you have a lot of accounts, getting the data back into Excel is sometimes a little more time consuming than desired. I recently created a refreshable Excel report that uses a SQL stored procedure for this and wanted to […]

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Excel reports, GL SQL code, GP Reports code, GP SQL scripts
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Create a refreshable Excel report based on a SQL Server stored procedure

November 24, 2014 by Victoria Yudin 16 Comments

A long awaited new feature is being released today for our GP Reports Viewer – Excel reports. What I think is truly amazing about this new feature is the fact that you can set up an Excel report based on a stored procedure to allow users to enter parameters and also to improve performance of your reports. […]

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Dynamics GP, Excel reports, GP Reports Viewer
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