Tag: Excel

Come See Me at Summit 2019: Considering Business Central

About My Session: Considering Business Central (GPUG)

One of my sessions, sponsored by the GP User Group, will be an interactive panel discussion about Business Central. What is it, what does it mean to GP customers, and much more! Windi Epperson, Rod O’Connor, Tanya Henderson and myself make up this panel so come join us for some open and honest discussions!

Track: Extracurriculars

Friday, October 18, 2019 | 1:15 PM – 2:15 PM

Should I be considering Dynamics 365 Business Central?

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Come See Me at Summit 2019: Business Central Life Hacks

About My Session: Business Central (BCUG)

One of my sessions, sponsored by the BC User Group, will focus on Dynamics Business Central Tips and Tricks – Life Hacks. We will cover overlooked functions, cool ways of handling certain situations, new functionality and MUCH MORE!

Track: Get Started

Friday, October 18, 2019 | 2:30 PM – 3:30 PM

Business Central Life Hacks

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Come See Me at Summit 2019: Excel Shootout

About My Session: Excel Shootout (GPUG)

One of my sessions, sponsored by the GP User Group, will be a fun and interactive competition on Excel functionality! My friends, Belinda Allen and Mark Polino, and I compete to show off our best Excel skills!

Track: Extracurriculars

Thursday, October 17, 2019 | 1:30 PM – 2:30 PM

Excel Shootout!

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Come See Me at Summit 2019: Excel Life Hacks

About My Session: Excel Life Hacks (GPUG)

One of my sessions, sponsored by the GP User Group, will focus on an Excel Tips and Tricks – Life Hacks. We will cover overlooked functions, cool ways of handling certain situations, new functionality and MUCH MORE!

Track: Extracurriculars

Thursday, October 17, 2019 | 8:00 AM – 9:00 AM

Excel Life Hacks: Tips & Tricks to Save you Time!

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Come See Me at Summit 2019: Excel Life Hacks #BCUG

About My Session: Excel Life Hacks (BCUG)

One of my sessions, sponsored by the BC User Group, will focus on an Excel Tips and Tricks – Life Hacks. We will cover overlooked functions, cool ways of handling certain situations, new functionality and MUCH MORE!

Track: BC/NAV

Friday, October 18, 2019 | 9:45 AM – 10:45 AM

Excel Life Hacks – Tips and Tricks for Excel Users

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Come Join Me at Business Applications Summit 2019!

Microsoft’s Business Applications Summit will be held at the Georgia World Congress Center in Atlanta GA. The conference will run from June 10th through June 11th, 2019.

This event is a Microsoft hosted event and is designed to provide information on what’s new and next in the Dynamics community. The event has some pre conference training available as well!

I’m very excited to announce that I will be speaking at this event for 3 sessions! There is so much content covering Dynamics 365, Excel, PowerApps and much more! Read on to learn more about my sessions and what the event has to offer!

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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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Jet Reports – How do I install it?

Jet Reports 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 Reports:

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GP #LifeHacks 200: Replace Management Reporter with Jet Reports

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…

Here is a link with some information about this:

https://www.jetglobal.com/promos/gp/upgrade-from-management-reporter/

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.

Jet Basics is a great way to get started with financials in Excel.  Jet Reports takes it one step further… and it’s totally awesome!!!

In this series I will break down how to install Jet Reports and how to build out your first simple reports.
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