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Over the last few weeks we have been diving into the Excel Refreshable Reports available for GP.
These reports are awesome, but sometimes you just need something special, something created just for your company and its reporting needs, something… Custom.
This leads us to:
How do I create Custom Excel Refreshable Reports?
Overall creating the reports are easy if you only want data from a single SQL Table, or you have a view already in SQL. Here is an example using a view, although any SQL script should work:
At this point you are basically done, and now you can get creative with your use of the data. You can pull a bunch of tables/views into different sheets, then pull them all onto one Pivot table. Or you can filter using Excel, or sort using whatever column you want. You have the full functionality of Excel at your fingertips. Just make sure you save the Excel Workbook before you close it!
If you are interested in creating a Pivot table, you can find more information here:https://support.microsoft.com/en-us/office/create-a-pivottable-to-analyze-worksheet-data-a9a84538-bfe9-40a9-a8e9-f99134456576
If you are interested in learning about all the settings you can setup to refresh the data, you can look at the link below. By default, the data will refresh in the background whenever you use the Refresh All button. Be aware that setting this to refresh on opening the file will increase the time it takes to open the file. That said, this is my favorite setting to use as it makes sure the user is seeing the most recent data when they open the report.https://support.microsoft.com/en-us/office/refresh-an-external-data-connection-in-excel-1524175f-777a-48fc-8fc7-c8514b984440
Hopefully, this gets everyone up and running with their own Excel Reports. As a fun note, if you save these reports to the same location you used when publishing the default reports, then they will appear within the company when you click on the Excel Reports Navigation list:
Just make sure you save them in whatever company and module folder you want them in. For example, I saved mine within TWO’s Purchasing folder.
As a note, the Dynamics GP Support Team has limited ability to assist with these custom reports once they are in Excel. As always, we will do our best. That said, the community may be a better resource when it comes to Pivot Tables, or other Excel magic.https://support.microsoft.com/en-us/help/850201/guidelines-that-microsoft-support-professionals-use-to-determine-when
I hope this blog series has helped point out one of the better tools that comes with GP, along with some of the awesome power that comes from leveraging other parts of the Microsoft Ecosystem. As always, feel free to toss your questions in the comments below.
The Excel Reports blog series:
Starting off with Excel Refreshable ReportsGetting more Advanced with Excel Refreshable ReportsGetting Custom with Excel Refreshable Reports
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