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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / GP Excel Reports &...
Microsoft Dynamics GP (Archived)

GP Excel Reports & Smartlist Excel Report Builder

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Posted on by babubaskaran@outloo...

Hello There,  

I am building excel reports using Tools-Setup-System-Reporting Tools Setup and deploying data connection and building excel reports using the data connection.  Also I am doing some of Smartlist Excel reports builder for custom made tables or reports not available on default reports.  But when I give access to users  they are not able to refresh this report on their machine.  And added the windows credential user ID into SQL so that when the file getting refreshed it can use windows authentication.  My question is whether I need to select DYNGRP on security role for all users in order to get this worked or I dont need to select DYNGRP.  Since DYNGRP has highest privilege I am concern about this.  Can anyone help on this.

thanks,

babu

*This post is locked for comments

  • babubaskaran@outlook.com Profile Picture
    babubaskaran@outloo... on at
    RE: GP Excel Reports & Smartlist Excel Report Builder

    that's great, that's all I wanted thanks a lot Tim

    thanks,

    babu

  • Verified answer
    Tim Foster Profile Picture
    Tim Foster 8,515 on at
    RE: GP Excel Reports & Smartlist Excel Report Builder

    The rpt_power user role only grants SELECT on the view.  Al they can do is SELECT.

  • babubaskaran@outlook.com Profile Picture
    babubaskaran@outloo... on at
    RE: GP Excel Reports & Smartlist Excel Report Builder

    Sorry I meant changing the query within excel

  • babubaskaran@outlook.com Profile Picture
    babubaskaran@outloo... on at
    RE: GP Excel Reports & Smartlist Excel Report Builder

    Dear Tim,

    Thanks for your kind reply as far as the user is limited to change the query I am happy.  My main concern was if the user has SQL native client and they will be able to login to SQL  and do anything to the table.  I hope that wont happen even if are they rpt_power user.  Please let me know if my understanding is correct.

    Thanks,

    Babu

  • Tim Foster Profile Picture
    Tim Foster 8,515 on at
    RE: GP Excel Reports & Smartlist Excel Report Builder

    babu,

    They *will* be able to do something with SQL, because they *are* doing something with SQL.  The .odc file executes a query against a view.  When they use the customers.odc file, the user is executing:

    SELECT * FROM [Customers]

    and they can change it too (i.e. select only certain columns).  This is why I'm having trouble with Excel reports for the general user population since so much data is exposed.  I have not yet discovered the proper way to secure a connection in Excel.  I know I can secure the Excel file.

    Still undecided about the use of Excel reports.

    Tim

  • babubaskaran@outlook.com Profile Picture
    babubaskaran@outloo... on at
    RE: GP Excel Reports & Smartlist Excel Report Builder

    Also the RPT power user will have access to the GP default excel report using reporting tools setup as well as smartlist excel reports.

  • babubaskaran@outlook.com Profile Picture
    babubaskaran@outloo... on at
    RE: GP Excel Reports & Smartlist Excel Report Builder

    Thanks a lot TIM for your kind reply.  Will rpt_power has access to only excel reports but wont be able to do anything with SQL.  I just wanted to confirm thanks again.

    babu

  • Verified answer
    Tim Foster Profile Picture
    Tim Foster 8,515 on at
    RE: GP Excel Reports & Smartlist Excel Report Builder

    Using SQL Server Management Studio in the Object Explorer , select your company Database and click the plus symbol on the left (expand).  Then Click Security and and expand and the click Roles and expand and the Database Roles and expand.  You should see a series of database roles that begin with "rpt_".  These roles grant access to the views used in Data connections and Excel Reports.  Add the user to the appropriate role to grant access.  "rpt_power user" grants access to everything related to Excel reports.

    Tim

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