Category: Series

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 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!!!

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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 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.

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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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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 & 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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Dynamics GP & Power BI – Resolve Error: This login failed

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 “This login failed. Attempt to login again or contact your system administrator” error when connecting to Client ID

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Dynamics GP & Power BI – How to delete APP registrations

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 delete APP registrations

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Dynamics GP & Power BI – Publish using a custom SQL View

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 publish a custom SQL View to Power BI

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Dynamics GP & Power BI – How to see Apps registered to your account

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 see registered Apps on your Power BI account

Step 1: Visit portal.azure.com

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Dynamics GP & Power BI – Power BI on your GP Home Screen

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 connect Power BI to GP Home Screen

Dynamics GP can display reports that are pinned to a dashboard in Power BI.  After following these instructions, if you do not see any available reports, be sure to add them to a Dashboard in Power BI.  I created a Dashboard called GP PBI (in Power BI) and only pinned the reports that I wanted to optionally display in Dynamics GP.

Step 1: Obtain Client ID

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