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Posts Tagged ‘Excel’

Budgeting and Forecasting 101 for Microsoft Dynamics

Planning for the financial future of your organization generally entails more than one moving part bringing actual financials and research for the upcoming year to make informed decisions on how to live within the company’s means in the next fiscal year – or for the remainder of this year.  Microsoft Dynamics customers can rest assured […]

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BI Product Shopping at Dynamics GPUG Summit

The tradition of the Microsoft Dynamics Summit is upon us – this year, meeting in St. Louis the week of October 14th.  Participants from all over are coming together to network and come away with ways to enhance and upgrade their data management and analytics.  Dynamics user groups, like NAVUG, AXUG, CRMUG, and GPUG will […]

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Modern Financial Reporting for Microsoft Dynamics NAV

Financial reporting is figuratively the popular kid in the school of Business Intelligence (BI) – and as the big man on campus, it continues to develop its A-list status by evolving for modern business demands.   Microsoft Dynamics NAV, as do most Enterprise Resource Planning (ERP) systems, offers a native financial report writer, called Report Designer.  […]

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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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