The All-New BizInsight Excel Suite for Microsoft Dynamics GP

Your reports are outdated the instant you hit “Send” in an email or “Share” in Microsoft Excel, and definitely as soon as ink hits paper. Things change, stuff happens, and what you think is the truth can quickly become anything but.

All that effort, all that work, all those hours spent in preparation . . . just to provide the opportunity to do it all over again.

Not so with the all-new BizInsight Excel Suite for Microsoft Dynamics GP, from BizNet Software.

More than 20,000 users worldwide rely upon BizNet to automate the production and distribution of recurring reports.  But boardroom-quality reports are the just the beginning of what the BizInsight Excel Suite can do for you.

The Suite includes two essential Excel add-ins to automate your reporting and a powerful third option to dramatically accelerate the distribution of reports.

  • BizConnectors: Deliver drag-and-drop access to tables from Dynamics GP Financial, Sales, Purchasing, Inventory, Manufacturing and Project modules.  No more export-import copy-paste to get the data you need.  BizConnectors bring it to you.
  • BizInsight: Enables the analysis of business operations with pre-built functions and provides an intuitive, menu-driven Query Editor that retrieves very granular results and backs up the numbers with drill-down details.
  • BizBroadcast: Automates report distribution in a variety of formats to specific audiences at email, network, web and cloud addresses – and can even send reports based upon scheduled timers or conditional triggers.

Check out the BizNet Software Video Center and see that automated reporting and business data analysis in Excel isn’t magic, but it comes pretty close with the BizInsight Excel Suite for Microsoft Dynamics GP.

Let us know if you have any questions.

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How To Link an External Spreadsheet to a Management Reporter Report

Have you ever wondered how you could link an External Spreadsheet to a Management Reporter report?

The following is an example of how to get your report to present GP and Excel data from two different spreadsheets.

The two screen shots below reflects the Excel spreadsheet data we want to use. This is a Management Reporter report.

EXCEL SPREADSHEET – Sheet 1:

Excel Spreadsheet 1

EXCEL SPREADSHEET – Sheet 2:

Excel Spreadsheet 2

To build the report, you may want to build the components in the following order – Row, Tree, Column and the Report Definition.
ROW DEFINITION:

Add the Row link to the Row format.  Edit>Row Link.  In the Row link window you can add more than Excel file link.

Row Links

If the Excel file that you are linking to has multiple columns that represent different periods (for example, a worksheet that has a detailed, 12-month Budget Forecast), you can use the /CPO (Column Period Offset) option to match the accounting periods in the Column Definition with the appropriate columns in the Excel worksheet.

You can use this technique with either the Combined Worksheet link or the Separate Worksheet link.
To use the /CPO option, in the row definition, type the cell address that points one column to the left of the first period (column). Then, add the /CPO option at the end of the cell address.

CPO

TREE FORMAT:

Add unit names to the tree that will define the Spreadsheet Information to review.  You will need to assign a Row Definition before you can select the Worksheet link.  The Worksheet Link Column (G) will allow you to select any link you’ve defined in the Row format.

Tree Format

COLUMN FORMAT:

Create a column type WKS and then in the Report Unit Field select the Summary Unit you created in your Reporting Tree definition.

Column Format

REPORT DEFINITION:

Create you Report Definition using your new Row, Tree and Column.  You will want to make sure you name the Use Row Definition from the Reporting Tree Check Box.

Report Definition

 

REPORT GENERATED:

Report Generated

Report Generated 2

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