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Posts Tagged ‘Excel’

Power BI – Creating your First Data Model and KPI.

Part 3 of a 5 part series While PowerPivot isn't necessarily "new technology," businesses are trying to move towards it due to how Excel savvy end users can create their own reports without tying up IT resources. KPI's are just another addition to PowerPivot that allows users to visually analyze data across millions of rows. […]

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Multi-year Budgets and Rolling Forecasts for Microsoft Dynamics NAV

Budgeting, planning, forecasting, modeling… I’m guessing these are not your favorite activities.  Most people we talk to about their budgeting processes get visibly frustrated just discussing it.  Planning for a whole year for an entire organization or even just a department, a project, or division can be aggravating, tedious, and overwhelming at times, depending on […]

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Investing in a Budgeting Solution is also an Investment in Staff Morale

Who likes to sit down to endure a stream of several e-mails, research on unstable variables, and a consolidation of departmental, divisional data into a budget?  It might be because the process is somewhat naturally tedious, but it also could be related to the software budget managers are relying on to tackle the task.  Manual […]

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F9 is Back at the Popular Table – or is it?

F9 was originally released in the second half of the 1980s – and developed as an add-in for DOS, but was soon converted for Microsoft Windows. This simple Excel add-in financial reporting tool it is experiencing a resurgence of popularity recently, according to talk amongst partners. This boomerang shift is perhaps due to a dissatisfaction […]

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OLAP Cube vs. Data Warehouse

Data continues to trend upward as a topic in the world of business as the quantity of data that a company maintains, evaluates, and organizes continues to expand.  Holding onto and utilizing pertinent information is vital for analyzing company strengths and weaknesses, while preparing for successful maturation in the future.  That said, without having IT […]

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A Free Tool for Dynamics GP That Microsoft Excel Users Will Love

In my experience, people who use Microsoft Dynamics LOVE Microsoft Excel. (This applies to people considering using Microsoft Dynamics GP too.) Excel tools for Microsoft Dynamics GP are always popular but we just found out about a new one that is FREE. Hard to believe but true. Jet Express, a new self-service reporting solution from […]

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Excel Based Reports and ODCs in Dynamics GP

In Dynamics GP version 10, Microsoft released a set of Excel based reports that use connections into the GP databases to pull data directly into Excel spreadsheets. There is a set of reports for each module in the GP system (Purchasing, Sales, Financial, etc.). This allows us to pull live data from the database into […]

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Ad hoc Reporting Made Easy with Smartlist, Excel, and Dynamics GP

Not only can end users create and save predefined list based reports, but Smartlist also gives them the ability to export directly to Microsoft Excel or Word.

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Dynamics GP v10 Quirk Fixed for Dynamics GP 2010

With the release of GP2010, Microsoft has again raised the bar by improving on a comprehensive ERP solution.  But while the new features are great, Microsoft has addressed the quirks from GP10 that were easily worked around to add to the improved user experience. Recently one of Micro Force's Microsoft Certified Solution Specialists encountered a […]

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Three FRx Tips To Help With Your New Year’s Budgets And Reports

For those of you who will be using Microsoft’s FRx Report Writer for your year-end reports and 2010 budgets, here are some helpful shortcuts from one of our FRx experts at the TM Group, a Microsoft Dynamics partner in Michigan:  Tip #1  A common request this time of year is to provide a copy of the trial […]

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