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GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV BR08 - Unleashing Refreshable Excel Reports & The ERB Bob McAdam | Tribridge Kaki Roberts | State of Arkansas

GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV BR08 - Unleashing Refreshable Excel Reports & The ERB Bob McAdam | Tribridge Kaki Roberts

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Page 1: GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV BR08 - Unleashing Refreshable Excel Reports & The ERB Bob McAdam | Tribridge Kaki Roberts

GPUG® Summit 2011November 8-11

Caesars Palace – Las Vegas, NV

BR08 - Unleashing Refreshable Excel Reports &

The ERBBob McAdam | TribridgeKaki Roberts | State of Arkansas

Page 2: GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV BR08 - Unleashing Refreshable Excel Reports & The ERB Bob McAdam | Tribridge Kaki Roberts

GPUG Summit 2011– Las Vegas www.gpug.com

Refreshable Excel Sheets

Page 3: GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV BR08 - Unleashing Refreshable Excel Reports & The ERB Bob McAdam | Tribridge Kaki Roberts

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

Page 4: GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV BR08 - Unleashing Refreshable Excel Reports & The ERB Bob McAdam | Tribridge Kaki Roberts

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

Page 5: GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV BR08 - Unleashing Refreshable Excel Reports & The ERB Bob McAdam | Tribridge Kaki Roberts

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

Page 6: GPUG ® Summit 2011 November 8-11 Caesars Palace – Las Vegas, NV BR08 - Unleashing Refreshable Excel Reports & The ERB Bob McAdam | Tribridge Kaki Roberts

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