The Advanced Learning Program™ For Dynamics GP “Learn Beyond the Basics.” “How to Create Custom Dashboards with Dynamics GP” Your Dynamics GP ALP Faculty: From Left: Stacy Brown, Warren May and Tracy Tremblay www.brittenford.com 703-860-6945 2 Brittenford Referral Rewards™ Refer Brittenford Systems to a friend who could benefit from : Microsoft Dynamics GP (“Great Plains”) Microsoft Dynamics SL (“Solomon”) Microsoft Dynamics CRM Microsoft SharePoint Microsoft Forecaster You could earn a cash reward up to $500!* For more information, or to make a referral contact: Brian Dietz at 703-860-6945 x 208 or [email protected] OR [email protected] * Restrictions apply, contact Brittenford for details © 2011 Brittenford Systems, Inc. 3 “The Business Problem” (based on your questions) “Can I accumulate and summarize Dynamics GP data in an easy to view format?” The Impact: • • • • Extraction of data is manual and time consuming Significant user effort required Lack of visibility into organization’s financial performance Reports are not readily available to non-Dynamics GP users The Solution: • Create Custom Dynamic GP Dashboards using Excel The Benefit: • • • • Directly access Dynamics GP data from Excel Allow non-Dynamics GP users to view financial data without using a Dynamics GP license Build Dashboards, ScoreCards, and KPI’s Use the software that you already own What are YOUR questions – or favorite tips – about Dynamics GP? • During the call, submit them using the “Q&A” menu item. © 2011 Brittenford Systems, Inc. 4 Things to Know Before Creating an Excel Dashboard 1. To create dashboards Excel Reports in Dynamics GP must be deployed. 2. For everyone to see the dashboard you will want to save it on a shared drive. Steps to Creating the Top 10 Lists 1. 2. 3. 4. Open the data connection that will be used in the dashboard. Create the dashboard tab in the excel file. Delete columns that will not be used on the table. Sort the customers/vendors largest to smallest by YTD sales/billed. 5. Use the Number Filter to restrict the list to the top 10. 6. Copy the top 10 lists to the dashboard tab. 7. To add multiple lists open the next data connection and move to a new sheet in the worksheet you have just created. _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ © 2011 Brittenford Systems, Inc. 5 Add Charts to Your New Excel Dashboard 1. 2. 3. 4. Open the Excel Reports data connection. Sort the customer balances from largest to smallest. Filter by the top 10 function. Create the chart and copy to the dashboard. Finish of the Dashboard tab 1. Arrange the tables and graphs appropriately 2. Hide the data connections 3. Remove the Grid from the excel view (View>Show/Hide) _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ © 2011 Brittenford Systems, Inc. 6 Questions about today’s class? Need help? Contact: Stacy Brown: [email protected] or 703-860-6945 x256 Warren May: [email protected] or 703-860-6945 x202 Join a hands-on training class! Brittenford Systems Dynamics GP Training Schedule – Spring 2011 For easy enrollment: www.brittenford.com/training or 703.860.6945 x209 (CPE Credits are Available) 5% Early Bird Discount Reporting: Date Location Standard Tuition Rewards Tuition Management Reporter, 2 days Mar 15 Reston, VA $1,195 $956 FRx Financial Reporting Basics, 2 days Mar 15 Reston, VA $1,195 $956 FRx Financial Reporting Advanced, 2 days Mar 17 Reston, VA $1,195 $956 Power Excel for Accountants, 1 day Mar 10 Reston, VA $345 $276 Forecaster Essentials-I, 2 days May 10 Reston, VA $1,195 $956 Dynamics GP: Project Series, 3 days Mar 8 Chevy Chase, MD $1,785 $1,428 GP Boot Camp, 2 days Mar 23 Chevy Chase, MD $1,195 $956 Integration Manager, 2 days Apr 19 Reston, VA $1,195 $956 General Ledger, 1 day May 25 Reston, VA $595 $476 Payables Management, 1 day May 26 Reston, VA $595 $476 Receivables Management, 1 day May 27 Reston, VA $595 $476 © 2011 Brittenford Systems, Inc.