GP2018 - Excel Financial Dashboard report is still incorrect

(0) Share

Report

Posted on by Gina Chettle

215

Hi,

Is there a way to fix the Financial Dashboard from the excel reports? This has been under development since GP2015. I can see the problem from the data connections defaulting to either TWO or some random Db=&Srv=RAD2008WAG3, even though you're in a client's database, and all the queries are incorrect. An example is this:

select
[Journal Entry],
[TRX Date],
[Account Number],
[Account Description],
[Credit Amount],
[Debit Amount],
[Account Category Number],
[Account Index],
[Originating Credit Amount],
[Originating Debit Amount],
[Originating Document Number],
[Originating Master ID],
[Originating Master Name],
[Originating Posted Date],
[Originating TRX Source],
[Account Index For Drillback],
[Journal Entry For Drillback],
[Posting Type]
from [clientdb].dbo.seeARDaysOutstandingKPI @TimeUnit=Period

It would be nice to have a default out of the box working correctly rather than having to recreate from scratch.

Thanks!

*This post is locked for comments

All responses (1)

Answers (0)

KirkLivermont 5,985 on at

Like (0)

Report

RE: GP2018 - Excel Financial Dashboard report is still incorrect

I'm assuming the same views and permissions exist (or your just hammering away with 'sa') you should only need to update the connection string and possibly create a new ODBC connection (but if Dynamics is installed its already configured). Steve Erbach and I have kicked around a couple of ideas for automating this but neither of us had a good idea that didn't potentially compromise site security by allowing untrusted macros to execute.

Kirk