Deploy Historical Aged Trial Balance Reports to Excel in ...
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The connection Command Text is built to use company database TWO and runs a stored procedure I created called Ap_hatb. The stored procedure has ... Home Blog IfyouhaveeverstruggledwithreconcilingyourPayablesorReceivablesmoduleinMicrosoftDynamicsGP,oryoujustwanttogetyourAgedTrialbalanceReportsintoMicrosoftExcel,thenthisblogpostisforyou. Iamgoingtoshowyoutwotipsthatyoucanusetomakethisabetterprocess. FormattingyourtrialbalancereporttomakeExcelreportingeasier: ThefirsttipistouseReportWritertomodifythereportandproduceastrippeddownversionofthereport. YoucanseebelowthatIhaveremovedmostoftheheaderrecordsfromthereportandreallystreamlinedthereportdowntothebasics. Thisproducesamorecolumnarreport. Whenyouprintthisasatabdelimitedfile,iteasilyopensasanExcelspreadsheet. CreatinganExcelRefreshablereportbasedonaSQLstoredprocedure. ThenexttiprequiresalittlemoreadvancedknowledgeofDynamicsGPandallows youtobuildanExcelrefreshablereportbasedoffavieworstoredprocedure. ThefollowingisanExcelreportthatrefresheseachtimeitisopenedorwhenIchangethe“asof”date. IthasbeenbuiltbycallingastoredprocedurefromDynamicsGPthatpopulatesthedataforme. TheconnectionCommandTextisbuilttousecompanydatabaseTWOandrunsastoredprocedureIcreatedcalledAp_hatb. ThestoredprocedurehasabuiltinparameterthatIhavedefinedascellB2frommyspreadsheet. Ineitherinstance,weareabletopullthedatafromtheHistoricalAgedTrialBalancereportintoandExcelspreadsheetwithlittleeffort. IfyouhavebeenlookingforatoolthatwillenableyoutoreviewthesereportsinExcel,giveusacallandwewillbehappytohelpdeliverthereportsyouhavebeenlookingfor. Webinar-DynamicsGP|APandARClose TheclosingprocessesforAPandARaremirrorimagesofeachother.Duringthissession,wewillexplaintheprocesstocloseAPandARmonthlyandsharesometipsandtricks. October18 9:00am–9:25amPST RegisterNow Webinar-DynamicsGP-APandARClose Oct.18 9:00am–9:25amPST RegisterHere Author JasonBuckingham JasonBuckinghamisEncore’sPracticeLeadforDynamicsGP,leadingateamof15functionalandtechnicalspecialistsinthedeliveryofsupportandservicesto500+clientsacrossdiverseindustriesinNorthAmerica.PriortojoiningtheEncoreTeaminaconsultingrolein2013,Jasonheldfinancialleadershiproleswithingovernment,bankingandserviceorganizations.Heisasuccessfulbusinessanalystandprocessimprovementspecialistwhoiscommittedtohelpingclientsachievethemaximumreturnontheirinvestment. MorefromJasonBuckingham RelatedArticles DynamicsGPvsDynamics365BusinessCentral DynamicsGPDatabaseStructure–FindingFields Bycontinuingtheuseofthissite,youagreetoallowcookiestogetthebestexperienceonourwebsite.ReadourPrivacyPolicytolearnmore. Ok
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