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Microsoft Dynamics GP (Archived)

Budget Wizard for Excel (GP 2010)

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We have 4 companies.  I have successfully created or pushed out budgets for 3 of our companies to Excel.  The 4th one is much larger which, with numerous departments and locations, has many thousands of account rows which should show up in the budget.

After a long wait (approx 1/2 hour) the Excel spreadsheet shows up with all the column headings and a row for "Total" but none of the thousands of accounts (rows) show up.  They did in our 3 other companies when I created budgets for them.

Any thoughts as to why this is happening?

Thanks.

Gregg

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  • Mike Smith Profile Picture
    6,840 on at

    Gregg,

    Is this a new company in GP?  

    Have you created budgets before in this manner?

    The only thing I can think of in the case of a new company is that your chart of accounts was created/imported and the posting type incorrectly set.  Then in the budget wizard, you select Profit and Loss accounts and all accounts are set to Balance Sheet.  Is this possible?

  • Community Member Profile Picture
    on at

    Mike:

    The company where the budget export failed had 35,000 accounts.  Although I am using Excel 2010, previous Excel versions had a limit of 32,000 rows.  I was able to break it up into two exports and thereby dip below the 32,000 row limit and it worked.  I then just combined the two Excel files into one.  That was my workaround.  

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