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Deploy Excel Reports in Sharepoint

Posted on by Microsoft Employee

Hi, We're using Dynamics GP 2013 and we have Sharepoint 2010. 

I want to deploy the Excel Reports using Sharepoint Location and I can't find a detailed instruction how to do it, only for Network Share. Please help. 

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Deploy Excel Reports in Sharepoint

    I know this is an old post, but I'm trying to deploy my Excel Reports to SharePoint as we're working towards eliminating our Shared Drive.  I setup the document libraries, entered the information into the Reporting Tools Setup in GP, but then when I select Deploy Report I get a pop up screen that shows my SharePoint Site location URL in the header, and then the screen itself is just white.  I have left it for a while to see if something was trying to process but nothing changes.

    Any ideas?

  • Verified answer
    Tom Cruse Profile Picture
    Tom Cruse 1,475 on at
    RE: Deploy Excel Reports in Sharepoint

    Wow so it looks like you were busy yesterday and good to see you're almost there. As for the error above, it could be a number of things.

    In the document library where the reports live, are you able to download the file when click the drop down next to the file name? At what point are you receiving this error?

    Another way to troubleshoot this is that you might have a farm configuration issue, I don't know how many Web Front End's you have but sometimes it helps to log into each Web Front End server and navigate to the document library by browsing to your SharePoint site directly from IIS. Sometimes you'll notice a discrepancy between WFE's due to blob cache and not having access to that blob cache store.

    I would definitely seek some additional help from your SharePoint Admin on this one as it could be a number of things causing the error.

    Tom

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Deploy Excel Reports in Sharepoint

    2015_5F00_08_5F00_26_5F00_17_5F00_08_5F00_07_5F00_MARIN_5F00_Financial_5F00_Dashboard.jpg

    Hi Tom, I figured out the Excel Reports and the Sharepoint part. I think I'm very close to completing this task until this error pops-up when i tried to open an excel report in Sharepoint.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Deploy Excel Reports in Sharepoint

    Hi Tom, I made changes. But when I run it again it's deploying the SQL Server Reporting and not the Excel Reports.

     

    Excel-Reports.jpg

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Deploy Excel Reports in Sharepoint

    Thank you so much for you assistance.. So I created the 2 document libraries and then create a site collection

    but I'm getting this error. 

    0763.HTTPError.jpg

  • Suggested answer
    Tom Cruse Profile Picture
    Tom Cruse 1,475 on at
    RE: Deploy Excel Reports in Sharepoint

    Sorry I meant for my examples to be in plain text not hyperlinks. Let me try that again.

    Remember this must be done at the Site Collection level

    Ex.   - 'yoursharepointsite/.../accounting'

    Not at Central Admin

    Ex.   - 'http://CentraAdminServer:43100'

  • Verified answer
    Tom Cruse Profile Picture
    Tom Cruse 1,475 on at
    RE: Deploy Excel Reports in Sharepoint

    Well let me first say welcome to land of SharePoint then, just embrace the insanity that comes with it :).

    I would get with your SharePoint Administrator for some assistance but to give you some clarification you'll want to create a basic document library for both the Reports and the Data Connections. It doesn't matter what you call them, just as long as you reference them by their name in the GP Excel report deployment screen as I showed in the above post.

    Second, you won't be doing this in SharePoint Central Admin, Central Admin is for doing just that, Administering SharePoint. You can however create the Site Collection where you'll end up creating the document libraries in Central Admin but what you'll want is a Site Collection that all users who need access to the reports have access to and then from there create the 2 separate document libraries. That's your easiest route.

    Remember this must be done at the Site Collection level

    Ex.  - yousharepointsite/.../accouting

    Not at Central Admin

    Ex.  - centraladminserver

    Let me know if that helps.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Deploy Excel Reports in Sharepoint

    Thank you for your reply. Perhaps I'm new to sharepoint and I can't find the option to create new data connection library in the Sharepoint 2010 Central Administration. 

  • Verified answer
    Tom Cruse Profile Picture
    Tom Cruse 1,475 on at
    RE: Deploy Excel Reports in Sharepoint

    I don't know if this image does justice or not but the answer to it is pretty simple. In the SharePoint Site location you'll put the URL for the Site Collection you want it deployed to, Ex. http://yoursite/sites/finance. Then for the Data Connections library and the Report library just put in the names of the libraries, don't put the full URL of the document libraries.

    The screenshot below shows it being deployed to a Site Collection called ITPUB at the following path http://yoursite/dept/itpub and the data connection library is called connection and the report library is called reports, obviously you'll have to create these two libraries prior to deployment.

    2015_2D00_08_2D00_26_5F00_8_2D00_45_2D00_02.jpg

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