Chapter 2. The Ultimate GP to Excel Tool: Refreshable Excel Reports

The single best Dynamics GP 2013 feature for building an Excel-based dashboard is the refreshable Excel report. Excel reports are SmartList-styled reports that run in Microsoft Excel. They can be launched from within Dynamics GP or directly opened in Excel 2013. Even better, these reports represent live connections back into the Dynamics GP database. Refreshing the Excel report brings in the latest data from Dynamics GP 2013.

Refreshable Excel reports are easy to deploy, easy to update, and easy to work with. That's why they make a great foundation for an Excel 2013 dashboard. In this chapter you will learn how to: