Tag Archives: Excel reports

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 […]

Continue reading →
Dynamics GP, Excel reports, GL SQL code, GP Reports code, GP Reports Viewer, GP SQL scripts
, , , ,

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 […]

Continue reading →
Excel reports, GL SQL code, GP Reports code, GP SQL scripts
, , , ,

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. […]

Continue reading →
Dynamics GP, Excel reports, GP Reports Viewer
, , ,