Skipping the exports by using pre-built Excel reports
The connections we've looked at so far between Dynamics GP and Excel have been one way and static. Data moved from Dynamics GP to Excel. Once in Excel, users could analyze and manipulate data, but when information in Dynamics GP changed, the user would need to re-export the data and re-run any analysis.
Microsoft Dynamics GP provides a new set of Excel-based reports. These reports use the Office Data Connection (ODC) to provide a live connection into Dynamics GP. Unlike exports, when data changes in Dynamics GP, these Excel reports can be easily refreshed to include the new data.
In this recipe, we look at how to deploy and use Excel reports in Microsoft Dynamics GP.
Getting ready
Prior to using Excel reports, they need to be deployed. This can be done to a simple shared file location on the company's network or to Microsoft SharePoint Server (MSS). We'll look at deploying Excel reports to a shared file location:
- Create or...
