ERP Software Logo1

Microsoft Dynamics vendors provide comparisons and opinions to professionals in the ERP/Accounting software selection process

 
 

Turnkey Technologies, Inc.

How to Extend Excel with Reporting Parameters


Email | Print

Have you ever tried getting a drink of water from a fire hose? I’m hoping you haven’t… or if you have, you probably didn’t quench your thirst and instead wound up with a headache! There’s enough water flowing from the hose every second to satisfy your thirst for a week – but spilling out so fast that it’s worthless trying to fill a glass.

Microsoft Dynamics GP is an industrial-strength solution to business and financial management. Especially if your enterprise has been using it for any length of time, the datasets within the system hold a massive amount of information, too much to drink in all at once. Of course, that’s what we have computers for – to process it all for us so we can see the most important data and use it effectively for decision making.

The integration between Dynamics and Excel is phenomenal – and Excel is a powerful reporting tool in its own right. However, everything has its limits, and Excel is no exception. More often than not, Dynamics GP datasets contain too much information to run Excel reports. If you don’t limit the number of transactions processed, it can bog down the system and reduce your reporting to a snail’s pace.

Thankfully, there’s a solution. Parameters can be added to Excel reports in order to allow end-users to filter data on-the-fly using specific cells set aside for that purpose.

At GPUG Summit 2018, Turnkey Technologies’ very own Sean Hunter gave a breakout presentation on how these Parameters can open up a world of reporting possibilities. Here’s a rundown of what was covered:

  • How to connect an Excel spreadsheet to a GP database table using SQL scripts and Microsoft Query.
  • How to add parameters to the data connection and then add those parameters to an Excel spreadsheet cell in order to dynamically change the data in the spreadsheet.
  • Advanced features: How to use stored procedures and their associated parameters in Excel.

Did you miss the presentation at GPUG Summit? Download the PowerPoint here

Would you like help implementing Excel reporting in your enterprise? Sean Hunter is but one member of our amazing team, all of whom are experts, dedicated to assisting our clients to get the most out of their Microsoft Dynamics GP system.

Contact Turnkey Technologies »

 

By Turnkey Technologies, Inc. - Microsoft Gold Partner based in St. Louis, Missouri.

Ask This Expert a Question / Leave a Comment