Microsoft Dynamics GP 2010 Reporting. Create and manage business reports with Dynamics GP

Spis treści książki

• Microsoft Dynamics GP 2010 Reporting
  • Table of Contents
  • Microsoft Dynamics GP 2010 Reporting
  • Credits
  • Foreword
  • About the Authors
  • Acknowledgement
  • Acknowledgement
  • About the Reviewers
  • www.PacktPub.com
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    • Why Subscribe?
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  • Preface
    • What this book covers
    • What you need for this book
    • Who this book is for
    • Conventions
    • Reader feedback
    • Customer support
      • Downloading the example code
      • Errata
      • Piracy
      • Questions
  • 1. Meeting the Reporting Challenge
    • Trends in reporting
      • Increased flexibility
      • Reporting through all levels of an organization
      • Increased access to report generation process
    • Challenges in developing and writing reports
      • Intended audience
      • Data sources
      • Latency
      • Formatting and presentation
      • Ad hoc queries versus traditional reports
      • Security
      • Network access and general IT infrastructure
      • Developer resources
    • Summary
  • 2. Where Is My Data and How Do I Get to It?
    • DYNAMICS database versus company database
      • What is the DYNAMICS database?
      • Company database
    • Dynamics GP table naming/numbering conventions
      • Tables versus table groups
      • Physical table naming/numbering conventions
        • Alpha code
        • Table type
        • Sequence
        • Variant
      • Locating Dynamics GP data using the Resource Descriptions windows
      • Tables
      • Fields
      • Windows
    • Table Import
    • Accessing data at the table level using SQL Management Studio
    • Locating Dynamics GP data with additional tools
      • Dynamics GP 2010 Software Development Kit
        • Downloading the Software Development Kit
        • Using the Software Development Kit
      • Support Debugging Tool
        • Downloading the Support Debugging Tool
        • Using the Support Debugging Tool
    • Summary
  • 3. Working with the Builders: SmartList and Excel Reports
    • Satisfying basic reporting needs with canned SmartLists
      • Structure of SmartList
      • Basic SmartList tools
        • Narrowing our result list with search criteria
        • Adding new columns
        • Changing the number of records returned
        • Achieving faster export to Excel with a simple dex.ini switch
    • Extending SmartList data to Excel by deploying Excel reports
      • Deploying Excel reports
      • Maintaining security for Excel reports
        • Shared network folder permissions
        • Database level permissions
      • Accessing and using Excel Reports
        • Connecting to Excel Reports via Windows Explorer
        • Connecting to Excel Reports via GP 2010
    • Creating and publishing new SmartLists by using SmartList Builder
      • Understanding the SmartList Builder window
      • Creating a new SmartList via SmartList Builder
    • Creating and publishing new Excel Report formats using Excel Report Builder
      • Understanding the Excel Reports Builder window
      • Creating a new Excel Report via Excel Reports Builder
    • Additional tips and tricks for using the Builders
    • Summary
  • 4. Report Writer
    • Understanding the reports dictionaries and how Dynamics GP treats original versus modified reports
      • Storing Report Writer reports
        • Storing reports dictionaries locally
        • Storing reports dictionaries on a network share
      • Accessing Report Writer reports
        • Setting the Dynamics GP launch file
        • Setting security to custom/modified reports
    • Opening and navigating the Report Writer windows
      • Setting security permissions for using Report Writer
      • Opening Report Writer
      • Report Writer Resource windows
        • Fields
        • Data types
        • Formats
        • Pictures
        • Strings
      • Report Modification windows
        • Report Definition
        • Report Table Relationships
        • Sorting Definition
        • Report Restrictions
        • Layout
          • Properties
          • Toolbox
    • Modifying all reports in the application by using global modifications
      • Data types
      • Formats
      • Pictures
      • Strings
    • Modifying an existing Dynamics GP report
      • Common modifications
      • Modifying a report: Adding aging buckets to Payables Trial Balance Report
    • Importing and exporting customized reports
      • Exporting customized reports
      • Importing customized reports
      • Using modified reports from the Reports Library
    • Rendering reports in Microsoft Word by utilizing the new Dynamics GP 2010 Word template feature
      • Enabling Word templates
      • Installing the Dynamics GP add-in for Microsoft Word
      • Understanding the Word template modification process
      • Modifying the presentation of a default Word template
        • Applying simple formatting changes to an existing template
        • Setting the default Word template for a company database
      • Adding fields to an existing Word template
        • Adding new fields to the Check Remittance template
    • Summary
  • 5. SSRS Report Library
    • Getting started with SQL Server Reporting Services
      • Deployment configurations
        • Standard model
        • Scale-out model
      • Prerequisites for installing SQL Reporting Services
      • Configuring IIS for Reporting Services
        • Configuring IIS for Windows Server 2003
        • Configuring IIS for Windows Server 2008
      • Installing and configuring Reporting Services
        • Installing Reporting Services
        • Configuring Reporting Services
      • Starting Report Manager
    • Deploying SQL Reporting Services reports and metrics
      • Installing the SQL Server Reporting Services Wizard
      • Deploying predefined Reporting Services Reports and metrics for Dynamics GP
      • Listing SQL Server Reporting Services reports in the Dynamics GP Report List
      • Using the predefined SSRS reports
      • Viewing the charts and KPIs from within GP
      • Configuring security for Reporting Services
        • Assigning access to the Reporting Services website
        • Setting up database security for predefined SSRS reports
    • Modifying the canned reports with Visual Studio
    • Creating a new reporting metric via Report Builder
    • Summary
  • 6. Designing Your Analysis Cubes for Excel Environment
    • Understanding the components of the Analysis Cubes environment
      • SQL Server Database Engine (data warehouse)
        • Connecting to the data warehouse
        • Understanding the tables in the data warehouse
      • SQL Server Analysis Services database
      • SQL Server Integration Services packages
      • SQL Server Agent job
      • Multiple tier installations
    • Installing Analysis Cubes
      • Pre-installation checklist
      • Installing the Server Configuration Wizard
      • Using the Server Configuration Wizard to deploy the cubes
      • Populating the data warehouse and processing the cubes
      • Granting security access to the cubes
    • Exploring the Analysis Services database
      • Objects in the Analysis Services database
        • Data source view
        • Dimensions
        • Measure groups
        • Cubes
        • Security roles
        • Advanced objects (KPIs, Translations, Perspectives, Partitions, and so on)
    • Modifying our Analysis Cubes environment
      • Renaming existing attributes in a dimension
      • Adding new attributes to a dimension
      • Modifying the Account Category hierarchy by editing the GLAccountCategory table
      • Adding GP budgets and forecasts to the cubes
        • Modifying the GLBudgetSetup table
        • Adding the Budget Measure to the Financials cube
    • Summary
  • 7. Utilizing Analysis Cubes for Excel for Dynamic Reporting
    • Using an OLAP viewer to connect to the SSAS database
    • Creating a connection to the cubes
      • Creating a new connection
      • Storing connection files on network share or locally
      • Repointing to a different data source
        • Changing data source for a single pivot table
        • Changing data sources for an entire workbook
      • Using an existing connection to connect to a cube
    • Excel Pivot Table-Analysis Cubes Interface
      • PivotTable pane
      • PivotTable Field List
        • Fields Section
          • Measure Groups
          • Dimensions
          • Incompatible dimensions and measures
        • Areas Section
    • Creating ad-hoc reports
      • Using PivotTable design features to change report appearances
        • Changing the Report Layout
        • Applying styles to PivotTables
        • Using slicers to filter PivotTable data
    • Utilizing the Excel cube formulas
      • Basic cube formulas
        • CUBEMEMBER
        • CUBEVALUE
        • Combining the CUBEVALUE and CUBEMEMBER formulas
      • Building a "Top Ten" table
        • CUBESET
        • CUBERANKEDMEMBER
        • Creating the table
        • Adding a chart for visual effect
    • Creating dashboards from Analysis Cubes dataa few thoughts
    • The seven default cubes
      • Financials cube
      • Accounts Receivable cube
      • Accounts Payable cube
      • Sales cube
      • Purchases cube
      • Inventory cube
      • Analytical Accounting cube
    • Summary
  • 8. Designing Financial Reports in Management Reporter
    • Management Reporter architecture
    • Installing and configuring Management Reporter
      • Installation overview
      • Registering Management Reporter
      • Configuring a data provider
    • Management Reporter security
      • Users
      • Groups
      • Companies
    • Navigating the Management Reporter report designer interface
      • Menu bar
        • File
        • Edit
        • View
        • Format
        • Company
        • XBRL
        • Go
        • Tools
        • Window
        • Help
      • Navigation Pane
    • Working with the Management Reporter building blocks
      • Row definitions
      • Column definitions
      • Reporting Tree definitions
      • Report Definitions
        • Report
        • Output and Distribution
        • Headers and Footers
        • Settings
    • Tools for reducing building block sprawl
      • Group building blocks in the Navigation Pane with the use of folders
      • Creating building block groups in environments with multiple entities
      • Finding and eliminating unused building blocks by using building block associations
    • Management Reporter Feature Pack 1
    • Summary
  • 9. Viewing Financial Reports in Management Reporter
    • Overview of Report Viewer for Management Reporter
    • Report Library permissions
    • Generating reports to the Report Library via Report Designer
    • Navigating the Report Viewer for Management Reporter interface
      • Overview of Report Viewer interface
        • Menu bar
          • File
          • Edit
          • View
          • Go
          • Tools
          • Window
          • Help
        • Navigation Pane
      • Inserting external files to create report packages
      • Understanding Version Control
    • Differences between Management Reporter and FRx
      • 64-bit compatibility
      • Enhanced stability and performance
      • SQL Server
      • User experience
    • Summary
  • 10. Bringing it all Together
    • Looking back at what weve covered
      • Chapter 1: Reporting trends and challenges
      • Chapters 2-9: Reporting tools for Dynamics GP
    • Viewing our reporting tools in light of reporting challenges
      • Intended audience
      • Data sources
      • Latency
      • Formatting and presentation
      • Ad hoc queries versus traditional reports
      • Security
      • Network access and general IT infrastructure
      • Developer resources
    • The future of reporting for Dynamics GP
    • Summary
  • A. Comparing the Dynamics GP Reporting Tools Against Different Reporting Challenges
    • Comparing SmartList Builder, Excel Report Builder, and Report Writer
      • Comparing SSRS Reports Library, Analysis Cubes, and Management Reporter
  • Index

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