Gp Data To Share Point Reports

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Make your GP data stand out, Jet Reports and SharePoint

www.wardpeter.com

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  • Gp Data To Share Point Reports

    1. 1. <ul><li>Presented By </li></ul><ul><li>Peter Ward - Business Collaboration Manager </li></ul><ul><li>Tara May - Report Writer April 23rd 2008 </li></ul>
    2. 2. <ul><li>The conference call dial in will be put on mute for the presentation </li></ul><ul><li>Q&A – We will have time at the end of the presentation for questions </li></ul><ul><li>A copy of the presentation is on my blog: www.wardpeter.com </li></ul>
    3. 3. <ul><li>Reporting information </li></ul><ul><li>How we want information now </li></ul><ul><li>Current GP reports </li></ul><ul><li>Jet Reports </li></ul><ul><li>Demo </li></ul>This is not a tip session
    4. 4. <ul><li>We use information in 4 ways </li></ul><ul><ul><li>Read it - report </li></ul></ul><ul><ul><li>Glance at it - dashboard </li></ul></ul><ul><ul><li>Store it </li></ul></ul><ul><ul><li>Ignore it </li></ul></ul><ul><li>Today we store information in the wrong format </li></ul>
    5. 5. GP Database Web 1.0 Web 2.0 Hi, have you seen the report Hi, have you seen the report Hi, have you seen the report It’s in my in box Rate Comment Tag GP Database
    6. 6. <ul><li>Save the files locally and post onto SharePoint when it’s a necessary </li></ul><ul><li>People still email everything around….all manually </li></ul><ul><li>All reports are in Excel files </li></ul><ul><li>The following quick win functionality is not being used: </li></ul><ul><ul><li>Alerts </li></ul></ul><ul><ul><li>Workflows </li></ul></ul><ul><ul><li>Dashboards </li></ul></ul><ul><ul><li>2 click approaches </li></ul></ul><ul><li>Everyone still asks for the reports… </li></ul>
    7. 7. <ul><li>Smart Lists </li></ul><ul><li>FRx Reports </li></ul><ul><li>SharePoint Business Data Catalog </li></ul><ul><li>Text output only </li></ul><ul><li>Only worked within one business unit at a time </li></ul><ul><li>Manual process </li></ul>The file is a special format You need a licensed reader to view the file. Only financial statements- from the GP such P & L. But no other modules AP and AR Not sub ledger reporting) GP tables are cryptic Good working knowledge of SharePoint DBC required
    8. 8. <ul><li>Reporting tool </li></ul><ul><li>Straight connection to the GP data schema or other data </li></ul><ul><li>No cube building </li></ul><ul><li>Reports can scheduled </li></ul><ul><li>Output is Excel or web page (SharePoint) </li></ul>Power user (Non technical) GP Data
    9. 9. <ul><li>Excel    or HTML (Excel saved as HTML)       </li></ul><ul><li>All formatting, graphs, calculations, ALL EXCEL </li></ul><ul><li>Real-time access to data   </li></ul><ul><li>Multi: Database, Dimension, Company, etc </li></ul><ul><li>Anything ODBC/OLE Compliant </li></ul><ul><li>Automated distribution with Jet Reports Scheduler </li></ul><ul><li>Integration with Great Plains and Customized databases          </li></ul><ul><li>Simple and short implementation </li></ul><ul><li>Great Support and training. </li></ul><ul><li>Support site access for licensed designers. </li></ul><ul><li>Types of Users </li></ul><ul><ul><li>Licensed Designer: Can Design and View Reports </li></ul></ul><ul><ul><li>Licensed Viewers: Can View Reports with Drilldown and Refresh. </li></ul></ul><ul><ul><li>Anyone can view static reports once they have been generated </li></ul></ul>
    10. 10. Designer: Create reports Have access to the data Ultimately set up the format and filtering on the reports and statements Control what non-designers can see or run. Viewers: Jet Reports’ Viewers are licensed to run reports that Designers create, Real time data within the database (refresh), directly in Excel/html. Viewers are also able to change filters/parameters Non design capabilities Excel Users: Because all Jet Reports are Excel files, anyone with Excel can see a report. For these users, reports will be static and will not be able to be refreshed.
    11. 12. SharePoint web parts- non custom coding Phone store Standard GP accounting database Data Reporting tool is Jet Reports Fabrikam Business Phone Company
    12. 13. <ul><li>For the demo, please observe : </li></ul><ul><li>Types of reports </li></ul><ul><li>Webinized information </li></ul><ul><li>Drill down functionality </li></ul><ul><li>Ease of use </li></ul>
    13. 14. <ul><ul><li>Webinized information </li></ul></ul><ul><ul><li>Information that is available to the right people at the right time </li></ul></ul><ul><ul><li>The IT department is finances best friend </li></ul></ul><ul><ul><li>In fact the IT department is everyone's best friend </li></ul></ul><ul><ul><li>There are no surprises with performance </li></ul></ul>
    14. 15. <ul><li>SharePoint has a self service model </li></ul><ul><li>Do you need SharePoint/Jet Reports for report writing? </li></ul><ul><li>Ask yourself ‘ What is your almost certain predictable future with your organization’s reports?’ </li></ul><ul><ul><li>More reports? </li></ul></ul><ul><ul><li>Less resources </li></ul></ul><ul><ul><li>Greater demands from the business on performance indicators </li></ul></ul><ul><ul><li>Shorter time frames </li></ul></ul><ul><li>This is a major win in any organization- to take you to the next level. </li></ul>
    15. 16. <ul><li>InterDyn SharePoint/ Jet Report Quick Start Program </li></ul><ul><li>Jet Report Pricing / Promotions </li></ul>
    16. 17. <ul><li>Email : Peter.ward@interdyn.com </li></ul><ul><li>www.wardpeter.com </li></ul><ul><li>Phone: 212 502 3937 </li></ul>Be part of the experience http://cadbury.horizonextranet.com/ Questions?

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