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How to Save Time with Excel Live Reports

Me…

• Business Intelligence and Training Programs Manager (aka BA Nut)

PowerGP Online @ Njevity, Inc.• Microsoft MVP – Business Solutions• GPUG All-Star• Advisor – Association of Dynamics Professionals

Credentialing Council• Board of Advisors for PBIUG• PodCast/Blogs/YouTube

• https://mbspodcast.com/• https://belindathegpcsi.com/• https://bibelinda.com/• https://www.youtube.com/user/HowToDyna

micsGP• Author: 2 books• http://bit.ly/belinda2• http://amzn.to/2mKn74l

How to Save Time with Excel Live Reports - Belinda Allen

Why does this resonate?

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Excel Refreshable Reports

Deploying

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How to Save Time with Excel Live Reports - Belinda Allen

Let’s Start with SmartList

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Administration >> Setup >> System >> Reporting Tools Setup

How to Save Time with Excel Live Reports - Belinda Allen

Excel Reports Deployment

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How to Save Time with Excel Live Reports - Belinda Allen

Excel Reports

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How to Save Time with Excel Live Reports - Belinda Allen

Excel Data Connections

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How to Save Time with Excel Live Reports - Belinda Allen

Excel Reports

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How to Save Time with Excel Live Reports - Belinda Allen

Demo – Excel Report

(Payables Transaction Invoices by Vendor)

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How to Save Time with Excel Live Reports - Belinda Allen

Excel Reports

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How to Save Time with Excel Live Reports - Belinda Allen

Demo – ODC Report

(Payables Transaction)

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Excel Refreshable Reports

Pre-built Dashboards

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Pre-Built Dashboards

• Financial• Purchasing• Sales• Inventory

Pre-Built Dashboards

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How to Save Time with Excel Live Reports - Belinda Allen

Demo – Excel Report

(Purchasing Dashboard)

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Excel Refreshable Reports

Excel Extras & Tips

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Payables Transactions.odc

• Voucher Number

• Vendor ID

• Document Type

• Document Date

• Document Number

• Current Trx Amount

• Document Status

• Due Date

• Vendor Name

• Voided

• Document Number For Drillback

Let’s Build…

Accounts Payable Aged Trial Balance

Returns and Payments should be Negative

Want to see only those with an unapplied balance

May want to see if a document is posted or unposted

Need to exclude Voided Transactions

Let’s Build…

Accounts Payable Aged Trial Balance

Excel Refreshable Reports

Excel Get & Transform / Power Query / Query Editor

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Power QueryGet &

Transform

Get & Transform / Power Query / Query Editor

Same as Query Editor in Microsoft Power BI

How to Save Time with Excel Live Reports - Belinda Allen

Demo – Excel Report

(Receivables Transactions)

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How to Save Time with Excel Live Reports - Belinda Allen

Demo – Excel Report Time Permitting

(Receivables Transactions)

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How to Save Time with Excel Live Reports - Belinda Allen

Demo – Excel Report Time Permitting

(Jet Express Tables)

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How to Save Time with Excel Live Reports - Belinda Allen

Q&A

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• @BelindaTheGPcsi• https://mbspodcast.com/• https://belindathegpcsi.com/• https://bibelinda.com/• https://powergponline.com/• https://www.youtube.com/user/HowToDynamicsGP