Out of the box.
It’s a beautiful term that means what you bought just works! Alas, it’s not always that simple. Sometimes you need to put in a little know-how and elbow grease to get things humming along as you’d like.
Microsoft Dynamics GP is an amazing product, and with the help of a trusted value-added reseller like us, implementation can be a breeze. Even so, sometimes we find some things that still… well… need a little help to get going.
When Excel Dashboards were added to the GP ecosystem, we discovered that they just plain didn’t work “out of the box.” No matter how many times you banged the keyboard. They need some massaging to connect to the right databases in your system… and with a little extra magic, can even be made to go beyond the stock experience.
Sean Hunter, one of Turnkey’s own, is a Dynamics Reporting Specialist, among many other talents. He knows many of the deep, dark secrets involved with the implementation of GP, as well as every aspect of reporting – getting it to tell you just what you want to know about your business, right when you want to know it.
This year, at GPUG Summit 2018 in Phoenix, Arizona, Sean led a Breakout Session on just this topic – helping attendees know how to fire up Excel Dashboards and get them producing the real-time data that makes them so useful.
In his sessions, he covered the following:
- How to recreate data connections in Excel, in order to link the data in your GP implementation to the Dashboards.
- How to recreate the data tables, pivot charts, and pivot tables from the original Dashboard reports.
- How to add sliders and timelines to Dashboards in order to enhance the user experience, giving you the power to customize them for your individual needs.
Did you miss the presentation at GPUG Summit? Would you like help implementing Excel Dashboards 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 us now for a helping hand!
You can also join us for our next Dynamics GP User Group Meeting on December 18. This event is available in-person and live via webinar, and will be hosted at the new St. Louis Microsoft Office in Cortex!
Sean’s GPUG Breakout Sessions: