web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Microsoft Dynamics GP (Archived)

Giving more rights to an Excel Report

(0) ShareShare
ReportReport
Posted on by 571

At the request of one of our staff accountants, I created a refex (REFreshable EXcel workbook) from a new SQL stored procedure (uspAccountTransactionsGeneral) which itself calls the GP AccountTransactions view. The stored procedure has two parameters to restrict the range of transactions returned by the query: one for the starting date and the other for the ending date. Here's how it looks in the refex:


The stored proc has been given appropriate permissions:


...the same as every other stored proc I've created for use by the Accounting Dept.

But one user, Trude, (who's been given AP CLERK and AR CLERK GP Security Roles) gets this error when she types in a new range of dates and the refex tries to refresh:

Microsoft Excel

[Microsoft][SQL Server Native Client 11.0][SQL Server]
The SELECT permission was denied on the object 'MC40200', database 'DYNAMICS', schema 'dbo'.


Trude goes to the Financial area in GP and opens the list of Excel Reports. That's where the refex is stored:


Now, other users in the Accounting Dept. can access the refex. I think that Trude is one of the only users without the "Staff Accountant" GP Security Role assigned to her. Might that be the issue? She's A/P and A/R and she's going to the Financial area to open the list of Excel Reports there.

If it is related to her Security Roles, might there be a way to grant her access to just this refex... short of copying it into the Purchasing area Excel Reports list?

Regards,

*This post is locked for comments

I have the same question (0)
  • Verified answer
    GMA Profile Picture
    1,074 on at
    RE: Giving more rights to an Excel Report

    That appears to be the multi-currency setup table. Most likely you are correct and it is a security issue. She probably doesn't have access to setup MC so doesn't have access to that table.

    Short of granting rights directly in SQL, you could try adding the "setup multicurrency" task to a GP Role she already has access to.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans