Here is a nice example how we can utilize Microsoft Office Excel data connections, Excel Pivot Table functionality to report data from Dynamics GP.
I have created a SQL view to pull financial data to prepare financial reports (Balance Sheet, Income Statement) using the following
- SQL View
- Microsoft Excel Data Connections
- Microsoft Excel Pivot Tables
Let’s have look on the report generated from this
To setup there is a simple procedure, create SQL view in SQL server database and attach it to Excel sheet using data connection under DATA ribbon in Excel
Using Microsoft Excel Pivot Tables, one can utilize the slice and dice methodology for analyzing data and an ease for reporting.
The best part using pivot table you will get drill down for the details of summarized data.