Getting the Data out of GPSteve Michaelson
Steve MichaelsonUsing GP since 2002 (GP 8)
Previously a BI Developer
Using SQL since 1998 (7.0)
I love USEFUL reporting
Reporting Needs
• Financial Statements
• Problem-Solving
• Trending and Planning
• Alerts and Warnings
• Metrics and KPIs
• Self-Service BI
Financial Statements
• Advanced Financials
• Management Reporter
• Jet Express
• 3rd Party Products• BI360
• Prophix
Advanced Financials
• PRO: Included with GP installation
• PRO: Operates inside GP
• CON: Not very flexible
ManagementReporter
• PRO: More flexible than Advanced Financials
• CON: Deprecated
Jet Express
• PRO: Excel interface
• PRO: Flexible, Powerful
Jet Express
• PRO: Excel interface
• PRO: Flexible, Powerful
Jet Express
• PRO: Excel interface
• PRO: Flexible, Powerful
BI360
• PRO: Nice interface / Powerful reporting
• CON: Separate Purchase / Learning Curve
BI360
• PRO: Nice interface / Powerful reporting
• CON: Separate Purchase / Learning Curve
Prophix
• PRO: Nice interface / Integrates with Budgeting & Forecasting
• CON: Separate Purchase / Learning Curve
Prophix
• PRO: Nice interface / Integrates with Budgeting & Forecasting
• CON: Separate Purchase / Learning Curve
Problem-Solving
• Smartlist
• Advanced Smartlist
• Navigation Lists
• GP Reports
• SSRS Reports (Out-of-the-Box)
• Excel Reports (Out-of-the-Box)
Smartlist
• PRO: Powerful query tool / Comes with GP
• CON: Limited to 4 Searches
Smartlist
• PRO: Powerful query tool / Comes with GP
• CON: Limited to 4 Searches
Smartlist
• PRO: Powerful query tool / Comes with GP
• CON: Limited to 4 Searches
AdvancedSmartlist• PRO: Adds searches
Compound Searches Flexibility
• CON: Separate
(though affordable)
purchase
AdvancedSmartlist• PRO: Adds searches
Compound Searches Flexibility
• CON: Separate
(though affordable)
purchase
Navigation Lists
• PRO: Allow for actions directly from report
• CON: Limited to Out-of-the-Box
Navigation Lists
• PRO: Allow for actions directly from report
• CON: Limited to Out-of-the-Box
GP Reports
• PRO: Part of GP / Can be modified in Report Writer
• CON: Do not export well
GP Reports
• PRO: Part of GP / Can be modified in Report Writer
• CON: Do not export well
• *Screenshot
SSRS Reports
• PRO: Do not require GP login
• CON: Require SSRS Initial Config
SSRS Reports
• PRO: Do not require GP login
• CON: Require SSRS Initial Config
SSRS Reports
• PRO: Do not require GP login
• CON: Require SSRS Initial Config
Excel Reports
PRO: Do not require GP login
PRO: Nice Dashboards
CON: Some Configuration
CON: Similar to Some Smartlists
Excel Reports
Can be configured on network share
Data is not saved in reports (secure)
Trending & Planning
• Business Analyzer
• SSRS (Custom Reports)
• 3rd Party Products• Smartlist Builder (inc. Excel & Nav List Builder)
• Tableau
BusinessAnalyzer• PRO: Imbedded
in GP/Navlist
• CON: May need configuration
Business Analyzer
• PRO: Imbedded in GP/Navlist
• CON: May need configuration
CustomSSRS• PRO: Very Flexible
• CON: Requires development
SmartlistBuilder• PRO: Very flexible
incorporated in Smartlist
• CON: Separate purchase
Tableau
• PRO: Beautiful reports / User-friendly
• CON: Users may trend towards eye candy
Alerts & Notifications
• Smartlist Reminders
• GP Business Alerts
• SQL Mail Jobs
• 3rd Party• eOne Extender
Smartlist Reminders
• PRO: Alerts on Home Page in GP
• CON: Need to log in to GP to see
GP Business Alerts
• PRO: Email without need for logging in to GP
• CON: Beware of too many emails
SQL Mail Jobs
• PRO: Completely flexible
• CON: Requires TSQL knowledge
eOne Extender Enterprise
• PRO: Alerts in GP windows
• CON: Separate Purchase
Metrics and KPIs
• Business Analyzer
• Excel Dashboards
• PowerBI
• 3rd Party• Tableau
• Jet Professional
Business Analyzer
• PRO: Within GP or Stand-alone / Navigation Lists
• CON: Limited Out-of-the-Box Metrics
ExcelDashboards• PRO:
Familiar Interface
• CON: Requires Configuration
ExcelDashboards• PRO:
Familiar Interface
• CON: Requires Configuration
PowerBI
• PRO: Great interface / Integrates into GP Homepage
• PRO: GP 2018 Defaults
• CON: Initial learning curve
Jet Professional
• PRO: Familiar Interface for Jet Express Users
• CON: Separate Purchase
Self-Service BI
• Analysis Cubes
• SSIS / SSAS
• 3rd Party• Jet Enterprise
Analysis Cubes
• PRO: Included in GP
• CON: Out-of-the-Box cubes are limited
SSIS / SSAS
• PRO: Traditional ETL / Warehouse / Cube deployment
• CON: Significant development effort
Jet Enterprise
• PRO: Streamlined SSIS/SSAS Process
• CON: Separate Purchase
• PRO: Streamlined SSIS/SSAS Process
• CON: Separate Purchase
Jet Enterprise
Recap
• Financial Statements
• Problem-Solving
• Trending and Planning
• Alerts and Warnings
• Metrics and KPIs
• Self-Service BI
• Mix and Match to fit Needs
• Ensure reports are USEFUL
Your Encorites for Today’s Session
Steve MichaelsonSolution Specialist
Direct: 206-508-8799
Encore Care Support:
1-866-472-0824
www.encorebusiness.com
• Subject matter covered:• Exporting and reporting from Dynamics GP
for master records, transactions, metrics and KPIs
• Session objectives:• Give the client options to automate reporting
and data export for diverse systems
• Methods of presentation:• Training Session with Accompanying Slide
Deck; Demo>
• Education and/or experience prerequisites:
• Basic Level to Intermediate
• Level of knowledge to be attained:
• Basic to Intermediate Overview of Fundamentals
CPE Credit Session Information
Questions?
Thank youPlease fill out the survey provided