Tag Archives: Excel reports
acrobat

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

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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improved performance

Refreshable Excel report for monthly GL budget in Dynamics GP

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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Create a refreshable Excel report based on a SQL Server stored procedure

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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