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GPUG® Summit 2011November 8-11
Caesars Palace – Las Vegas, NV
BR08 - Unleashing Refreshable Excel Reports &
The ERBBob McAdam | TribridgeKaki Roberts | State of Arkansas
GPUG Summit 2011– Las Vegas www.gpug.com
Refreshable Excel Sheets
GPUG Summit 2011– Las Vegas www.gpug.com
Refreshable Excel Sheets
Debuted with GP v10 | Summer 2007 Included with any GP licensing plan Files mirror SmartList favorites in Dynamics
GP Secured via network & SQL Server security Deployed via Reporting Tools Setup
window– GP 2010 R2 included with install routine
SharePoint integrated or a simple file share Uses a “Light License”, not a GP client one
GPUG Summit 2011– Las Vegas www.gpug.com
Excel Report Builder
Debuted with GP v10 FP1/SP2 | Summer 2008– GP v10.00.1061
Included with license for SmartList Builder– GP 2010: Navigation List Bldr. & Drill Down Bldr.,
too Helps to build more refreshable workbooks– OR recreate SLB objects for your non-GP users
If you’re using ERB in GP 2010...– Export your work to a list or a pivot table– Anyone can ‘publish’, not just the ‘sa’ user
GPUG Summit 2011– Las Vegas www.gpug.com
Excel Report Builder
Publishing Excel Report Builder reports– Any user with the following credentials can
publish ERB files successfully:• The ‘sa’ user• The ‘DYNSA’ user• User with db_owner database role in SQL Server• User with SysAdmin fixed server role in SQL Server• User with dbCreator fixed server role in SQL Server
GPUG Summit 2011– Las Vegas www.gpug.com
Thanks for joining us!
Please fill out your evaluation
CPE credit is available for GPUG Summit 2011
Follow-up questions?– [email protected]
See you in Houston at Convergence 2012 next March
See you in Seattle for Summit 2012
Browse out to www.gpug.com for more information
