getting the data out of gp - encore business solutions...ssis / ssas •pro: traditional etl /...
TRANSCRIPT
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Getting the Data out of GPSteve Michaelson
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Steve MichaelsonUsing GP since 2002 (GP 8)
Previously a BI Developer
Using SQL since 1998 (7.0)
I love USEFUL reporting
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Reporting Needs
• Financial Statements
• Problem-Solving
• Trending and Planning
• Alerts and Warnings
• Metrics and KPIs
• Self-Service BI
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Financial Statements
• Advanced Financials
• Management Reporter
• Jet Express
• 3rd Party Products• BI360
• Prophix
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Advanced Financials
• PRO: Included with GP installation
• PRO: Operates inside GP
• CON: Not very flexible
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ManagementReporter
• PRO: More flexible than Advanced Financials
• CON: Deprecated
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Jet Express
• PRO: Excel interface
• PRO: Flexible, Powerful
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Jet Express
• PRO: Excel interface
• PRO: Flexible, Powerful
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Jet Express
• PRO: Excel interface
• PRO: Flexible, Powerful
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BI360
• PRO: Nice interface / Powerful reporting
• CON: Separate Purchase / Learning Curve
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BI360
• PRO: Nice interface / Powerful reporting
• CON: Separate Purchase / Learning Curve
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Prophix
• PRO: Nice interface / Integrates with Budgeting & Forecasting
• CON: Separate Purchase / Learning Curve
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Prophix
• PRO: Nice interface / Integrates with Budgeting & Forecasting
• CON: Separate Purchase / Learning Curve
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Problem-Solving
• Smartlist
• Advanced Smartlist
• Navigation Lists
• GP Reports
• SSRS Reports (Out-of-the-Box)
• Excel Reports (Out-of-the-Box)
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Smartlist
• PRO: Powerful query tool / Comes with GP
• CON: Limited to 4 Searches
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Smartlist
• PRO: Powerful query tool / Comes with GP
• CON: Limited to 4 Searches
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Smartlist
• PRO: Powerful query tool / Comes with GP
• CON: Limited to 4 Searches
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AdvancedSmartlist• PRO: Adds searches
Compound Searches Flexibility
• CON: Separate
(though affordable)
purchase
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AdvancedSmartlist• PRO: Adds searches
Compound Searches Flexibility
• CON: Separate
(though affordable)
purchase
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Navigation Lists
• PRO: Allow for actions directly from report
• CON: Limited to Out-of-the-Box
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Navigation Lists
• PRO: Allow for actions directly from report
• CON: Limited to Out-of-the-Box
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GP Reports
• PRO: Part of GP / Can be modified in Report Writer
• CON: Do not export well
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GP Reports
• PRO: Part of GP / Can be modified in Report Writer
• CON: Do not export well
• *Screenshot
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SSRS Reports
• PRO: Do not require GP login
• CON: Require SSRS Initial Config
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SSRS Reports
• PRO: Do not require GP login
• CON: Require SSRS Initial Config
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SSRS Reports
• PRO: Do not require GP login
• CON: Require SSRS Initial Config
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Excel Reports
PRO: Do not require GP login
PRO: Nice Dashboards
CON: Some Configuration
CON: Similar to Some Smartlists
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Excel Reports
Can be configured on network share
Data is not saved in reports (secure)
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Trending & Planning
• Business Analyzer
• SSRS (Custom Reports)
• 3rd Party Products• Smartlist Builder (inc. Excel & Nav List Builder)
• Tableau
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BusinessAnalyzer• PRO: Imbedded
in GP/Navlist
• CON: May need configuration
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Business Analyzer
• PRO: Imbedded in GP/Navlist
• CON: May need configuration
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CustomSSRS• PRO: Very Flexible
• CON: Requires development
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SmartlistBuilder• PRO: Very flexible
incorporated in Smartlist
• CON: Separate purchase
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Tableau
• PRO: Beautiful reports / User-friendly
• CON: Users may trend towards eye candy
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Alerts & Notifications
• Smartlist Reminders
• GP Business Alerts
• SQL Mail Jobs
• 3rd Party• eOne Extender
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Smartlist Reminders
• PRO: Alerts on Home Page in GP
• CON: Need to log in to GP to see
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GP Business Alerts
• PRO: Email without need for logging in to GP
• CON: Beware of too many emails
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SQL Mail Jobs
• PRO: Completely flexible
• CON: Requires TSQL knowledge
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eOne Extender Enterprise
• PRO: Alerts in GP windows
• CON: Separate Purchase
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Metrics and KPIs
• Business Analyzer
• Excel Dashboards
• PowerBI
• 3rd Party• Tableau
• Jet Professional
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Business Analyzer
• PRO: Within GP or Stand-alone / Navigation Lists
• CON: Limited Out-of-the-Box Metrics
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ExcelDashboards• PRO:
Familiar Interface
• CON: Requires Configuration
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ExcelDashboards• PRO:
Familiar Interface
• CON: Requires Configuration
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PowerBI
• PRO: Great interface / Integrates into GP Homepage
• PRO: GP 2018 Defaults
• CON: Initial learning curve
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Jet Professional
• PRO: Familiar Interface for Jet Express Users
• CON: Separate Purchase
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Self-Service BI
• Analysis Cubes
• SSIS / SSAS
• 3rd Party• Jet Enterprise
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Analysis Cubes
• PRO: Included in GP
• CON: Out-of-the-Box cubes are limited
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SSIS / SSAS
• PRO: Traditional ETL / Warehouse / Cube deployment
• CON: Significant development effort
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Jet Enterprise
• PRO: Streamlined SSIS/SSAS Process
• CON: Separate Purchase
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• PRO: Streamlined SSIS/SSAS Process
• CON: Separate Purchase
Jet Enterprise
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Recap
• Financial Statements
• Problem-Solving
• Trending and Planning
• Alerts and Warnings
• Metrics and KPIs
• Self-Service BI
• Mix and Match to fit Needs
• Ensure reports are USEFUL
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Your Encorites for Today’s Session
Steve MichaelsonSolution Specialist
Direct: 206-508-8799
Encore Care Support:
1-866-472-0824
www.encorebusiness.com
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• Subject matter covered:• Exporting and reporting from Dynamics GP
for master records, transactions, metrics and KPIs
• Session objectives:• Give the client options to automate reporting
and data export for diverse systems
• Methods of presentation:• Training Session with Accompanying Slide
Deck; Demo>
• Education and/or experience prerequisites:
• Basic Level to Intermediate
• Level of knowledge to be attained:
• Basic to Intermediate Overview of Fundamentals
CPE Credit Session Information
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Questions?
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Thank youPlease fill out the survey provided