Tag: Business Intelligence

#GPLifeHacks, Community Summit - 2022, Dynamics GP, GPUG Summit September 27, 2022October 7, 2022

Come Join Me! Dynamics GP Life Hacks

About this Session: Dynamics GP Life Hacks

Title:

Dynamics GP Life Hacks | Tips and Tricks for the End User that will save you time!!

Description:

Life Hacks are designed for the end user to save time and be more efficient. Join me for this session to learn better ways to get the job done and show off your new GP skills back at the office! We will cover everything from navigation through reporting- and we will have a blast doing it too! Join me for this fast and fun session to cover over FORTY tips and tricks for GP!

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Community Summit - 2022, Power BI September 27, 2022October 7, 2022

Come Join Me! Getting Started with Power BI and Power Query

About this Session, Getting Started with Power BI

Title:

Getting Started with Power BI and Power Query | A Beginners Guide

Description:

We will highlight the core fundamentals of Power Query and how it can transform your efforts relating to Business Intelligence. Together we will talk about what it is, how it works, and how you can put it to use in your organization. Let’s walk through a real use case for Power Query – setup all the way through daily use! PQ is a powerful tool that do the dirty work for you! Easy to learn and get started!

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Events, Power BI April 1, 2019June 4, 2019

Join Me for a Webinar: Power Query in Power BI

Join me for a free webinar hosted by PBIUserGroup (PBIUserGroup.com) on April 16th, 2019 @ 12:00pm eastern!

Power Query in Power BI

Description:

Data in the real world is messy, never available in the exact form that users need for their analysis or reports. Data Analysts need to spend a significant amount of their time working on data preparation, before the data is ready to be visualized.

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Dynamics GP, Dynamics GP & Power BI (2018RTM), GP2018 RTM, How to, New Features, Power BI June 8, 2018July 29, 2020

Dynamics GP & Power BI – Unable to connect to the Power BI site. Contact your system administrator.

Unable to connect to the PowerBI Site. Contact your system administrator.

So, you’ve done all the setup and you are ready to get Power BI on your GP Dashboard but when entering into the home screen customization window, you get a blank screen with a very misleading message… Unable to connect to the Power BI site. Contact your system administrator.
Kristen Hosman reached out to me with this roadblock, and I’m glad she did! I wasn’t sure how to fix this but we figured it out and I am happy to share the solution with my readers!
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Dynamics GP, GP Series, SmartList Search Options, Smartlists May 16, 2018July 29, 2020

SmartList Search Options – Maximum Records & Search Types (And/Or Logic)

As part of a SmartList Search series (which can be found here), we will discuss the search options available in the search window.
Search options are found at the bottom of the SmartList search window. There are two options available; Maximum Records and Search Type. In addition to these two options, I will also talk about the three buttons below the search options (Clear All, Columns, Order By).
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#GPLifeHacks, Dynamics GP, GP Series, SmartList Search Options, Smartlists May 16, 2018July 29, 2020

GP #LifeHacks 163: Smartlists gone WILD!! Search Functionality explained

One of the MANY things that sets Dynamics GP apart from other ERP solutions… SMARTLISTS BABY!!!
Smartlists are a linear list of your data. You can customize them easily but out of the box, there are lists for all transactions, vendors, customers, and TONS of other things.
With the SmartList tool (free/included with Microsoft Dynamics GP) you have the ability to do some valuable filtering of your data… this filtering is made available through data ‘Search’ options.
A simple search example would be, show me all the transactions for Vendor XYZ… and BOOM, there they are… but what if your search is a little more complex that that? Let’s take a look at the options for basic and advanced search functionality.
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Dynamics GP, Dynamics GP & Power BI (2018RTM), GP Series, GP2018 RTM, New Features, Power BI March 23, 2018July 29, 2020

Dynamics GP & Power BI – An Error Has Occurred In The Script On This Page

This blog post is part of a series of blogs designed to help a business understand the interaction between Dynamics GP and Power BI, how to setup Power BI with Dynamics GP and what some of the options are for this functionality. This write up was done using Dynamics GP 2018.
To view the full list of the series, click here.
How to resolve “An error has occurred in the script on this page.” Error when hovering over Power BI within Dynamics GP

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