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 the error:
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!
Continue reading “Dynamics GP & Power BI – Unable to connect to the Power BI site. Contact your system administrator.”
As part of a SmartList Search series (which can be found here), we will discuss advance search requirements AND using wildcards.
Wildcards are available in the SmartList search. They are a few that I know of… someone once told me there were others but I have yet to figure that out… if I have missed any, leave a comment below and TEACH ME!!!
Continue reading “SmartList Search Options – Advanced Search: Using Wildcards and ANY FIELD”
As part of a SmartList Search series (which can be found here), we will discuss how to use the search window for basic search requirements. Requirements can go beyond basic, don’t worry, we talk about that too!
Basic Search Options
Each SmartList can be filtered… and they can be filtered by multiple values. Each filter criteria is called a Search Definition. There are 4 available in the SmartList search. For example, if I wanted a list of GL Transactions for account 000-1100-00, I can do that, but I can also add additional criteria. How about GL Transactions for account 000-1100-00 AND only those transactions that posted on May 31, 2017. I can do that too.
Continue reading “SmartList Search Options – Using basic search requirements AND Field comparisons!”
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).
Continue reading “SmartList Search Options – Maximum Records & Search Types (And/Or Logic)”
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.
Continue reading “GP #LifeHacks 163: Smartlists gone WILD!! Search Functionality explained”
Meeting dos and donuts… I mean don’ts.
Today we’ll be talking about Conference Calls and meetings. Listen in as we talk about do’s and don’ts for attending and managing calls and meetings. Don’t be surprised if we get off topic, while we make each other laugh.
Is the third time the charm?? Maybe not… either way, welcome to our third episode!
Our first two episodes have been HUGE hits! Click the link below to listen or find us on your favorite podcast app! With literally tens of people tuning in to our first two episodes, I can feel the fame sinking in! We have had requests for more episodes from folks all around the country… like Springfield, Illinois (or Missouri… or wherever Springfield really is…) and even from the WHITE HOUSE! Yes, my neighbor has a white house… like I said, TENS of listeners!
In our third episode, we get a little off topic, as usual – so be sure to join us and hear about the shirtless delivery driver who has to pee a lot! Ok, that’s a stretch, but we do have some fun with this one so check it out!
I had a lot of fun chatting with Belinda and Mark about this topic. They won’t admit it, but I feel certain they had fun too! After all, hanging out with me is always a blast! At least that’s what I tell myself… do you agree? Yes, I do.
Do you have any interesting or funny conference call stories? Post them in the comments below!
I hope you enjoy it!
Microsoft MVP, Business Solutions
GPLifeHacks.com | LinkedIn | Twitter | GPUG | MSDYNGP
Earlier I wrote about how to use MDA for dimension analysis rather than Analytical Accounting. You can find that blog here.
To continue that thought, I have created a SQL view to help users get that dimensional analysis data easily! The script captures commonly used data – if you feel I am missing something, please let me know and I will try to add it to the view for others. I also like to push this data to Excel and Power BI – take a look at the Excel Report and Power BI reports I created at the bottom of this post!
The script below should be run against your company database – you can then use it to build a smartlist. Instructions for adding the view to a smartlist using Smartlist Designer are included with GP LifeHacks #137.
Here is the view:
Continue reading “Dimension Analysis for MDA – SQL View for Dynamics GP”
Mark, Belinda and Shawn (That’s me!) share our thoughts on the new upcoming Microsoft Applications Business Summit – is it the new Convergence? Find out who will attend, potential content for sessions and what our general thoughts are on this new conference!
We also share our experiences and techniques in prepping for presentations that we do throughout the year… and our podcast wouldn’t be complete, with poking fun at each other along the way.
I hope you enjoy it!
Continue reading “MBS Podcast #002: Presenting Convergence… Yeah, you’ll understand after you listen.”
AA (Analytical Accounting) provides the ability to add additional details to transactions without adding new segments to your chart of accounts. It does a lot of other ‘fun’ stuff, but before you dive into the deep end… consider an alternative… consider Multidimensional Analysis (MDA for the acronym fans out there).
Once thought to be removed from Dynamics GP (and maybe even some folks still believe it is not in GP), MDA lives and breathes in Dynamics GP and is an underutilized feature… so let’s take a look at this functionality!
What is MDA and how does it work?
Continue reading “GP #LifeHacks 101: Use dimensions WITHOUT Analytical Accounting! MDA to the rescue!”
Does this sound familiar? “I can’t close my fiscal year yet… the audit is not finished.”
Closing a fiscal year in Dynamics GP does a few things, but in particular, it closes the Profit and Loss account balances out to the retained earnings account.
Many customers fear closing their fiscal year because their previous years work is not complete. This causes complications with summary windows as well as with Financial Reporting.
I believe, in most cases, that the fiscal year can be closed right on schedule… just like closing any other month… no need to wait… no need to rebuild reports to create a make shift ‘balance brought forward’. Just use the ‘Post to History’ functionality.
Let’s take a brief look at this…
Continue reading “GP #LifeHacks 110: Post Financial Transactions to History”