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Creating Excel Refreshable Reports with Dynamics GP 2015.

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Posted on by Community Member Microsoft Employee

Hi, I'm wishing if someone could help me out with the steps needed to create refreshable reports in Excel from Dynamics GP 2015, Do I need to use the SmartList Builder or Excel Report Builder?

Please Help.

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Lyn Barr on at

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RE: Creating Excel Refreshable Reports with Dynamics GP 2015.

I love refreshable Excel reports. There are many different ways you can create them.

An easy way to get started would be to deploy the Excel reports from Reporting Tools Setup (Tools >> Setup >> System >> Reporting Tools Setup). Here is a post from Ian Grieve on how to deploy: https://community.dynamics.com/gp/b/azurecurve/archive/2012/06/20/how-to-deploy-excel-reports-in-microsoft-dynamics-gp-2010-r2

You can also create your own links to DGP data, directly from Excel. Start with the Data tab in Excel, then choose From Other Sources, then choose one of the options. My two favorite options are From SQL Server and From Microsoft Query. I'm excited to try the From OData Data Feed, with DGP 2016, but I haven't tried it yet.

Let me know if you have any specific questions or challenges with getting started. Best of luck with it!