Join me for a free webinar hosted by PBIUserGroup (PBIUserGroup.com) on April 16th, 2019 @ 12:00pm eastern!
Power Query in Power BI
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.
Continue reading “Join Me for a Webinar: Power Query in Power BI”
Now that Jet Basics is installed, it’s time to connect to the Dynamics GP Data Source.
GP Data can be both on site (on premises) or in the cloud (Remote Data Service).
Below is a quick guide on how to connect to your data source!
Continue reading “Jet Basics – Connecting the Data Source”
Jet Reports for Dynamics GP comes with a very good selection of sample reports. These sample reports are an excellent resource – not only to see what Jet Basics does, but how the reports are built!
Many of those sample reports rely on something called ‘Friendly Names’.
Friendly names are names that properly describe the content of that SQL Table, or SQL View… they are, well, friendly 🙂 Rather than your typical naming convention for GP – like GL20000.
Not only are the sample reports built using these friendly names, but it makes it much easier to use.
Also Jet Basics comes with several useful SQL Views… both the friendly names and SQL Views get installed using the GP Update Utility.
Below is a quick guide on how to use the GP Update Utility – PRO TIP! It’s ok to add this later but I 100% recommend doing this before getting started.
Continue reading “Jet Basics – GP Update Utility”
Jet Basics is easy to install. Once you have the file downloaded (visit here) you are ready to install the add-in for Excel.
Financial Reporting for Dynamics GP… if you export it to Excel from Management Reporter, why not just START in Excel, right?
Here is how to install Jet Basics.
Continue reading “Jet Basics – How do I install it?”
Some time ago Microsoft announced that Management Reporter was no longer going to get development support. This meant that it was time to start exploring options to replace MR internally for financial reporting. No rush, MR isn’t going away soon, but why not explore…
At the same time that the announcement occurred, Microsoft also announced a FREE solution to report our financials… FREE… plus it is EXCEL based. WHAT?!?!?! Awesome, I know!!
Jet Express (Now called Jet Basics) is 100% FREE and does a great job of utilizing Excel and connecting directly to your GP data source for financial reporting… don’t let FREE push you away… it is a VERY powerful free tool and can replace Management Reporter.
In this series I will break down how to install Jet Basics and how to build out your first simple reports.
Continue reading “GP #LifeHacks 200: Replace Management Reporter with Jet Basics”