CAL Business Solutions Team
CAL Business Solutions
 
 

GP with Excel/Word Tips

Microsoft Excel Keyboard Shortcuts and More Free eBooks

Everyone loves a shortcut. Eric Ligman, Microsoft Director of Sales Excellence is currently giving away hundreds of free eBooks. Here are a few titles that we think our Microsoft Dynamics GP users will like. Excel 2013 Keyboard Shortcuts Excel 2016 keyboard shortcuts and function keys Keyboard shortcuts for Microsoft Outlook 2013 and 2016 Keyboard shortcuts […]

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Microsoft Dynamics GP Tip: How to Open a .CSV or .TXT from Dynamics GP in Excel

When you receive a .csv or .txt file, how do you open it? .txt files are used a lot in Accounting when there are fields with commas in them and you don’t want them getting split up. For example, $100,000.00 if saved as a csv would come in as 2 fields:  $100 then 000.00. But […]

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Microsoft Dynamics GP Tip: Which Predefined Word Templates Are Included in Dynamics GP?

The following predefined Word templates are installed with Microsoft Dynamics GP. Predefined templates cannot be modified or removed. You can make copies of the predefined templates and make your changes such as changing the font. Predefined templates do not have logos assigned to them.

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Microsoft Dynamics GP with Excel Tip: How to Copy/Paste GL Transactions from Excel to Microsoft Dynamics GP in 4 Easy Steps

Using Microsoft Dynamics GP and Excel are a powerful combination for any finance team. Many of our clients are asking about the steps to copy and paste General Ledger transactions from Excel into Dynamics GP. Here is the process in four simple steps.

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Dynamics GP Video Tip: Automatic Excel Report Dashboards in Microsoft Dynamics GP

Microsoft Dynamics GP has automatic pre-built Excel Report Dashboards available for Financial, Sales, Purchasing and Inventory.

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Dynamics GP Video Tip: Live Refreshable Excel Reports from Microsoft Dynamics GP

Did you know that there are built in Excel Reports in Microsoft Dynamics for all the modules: Sales, Financial, Purchasing Inventory and more.

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Microsoft Dynamics GP with Excel Tip: How to Pull Data From Multiple Dynamics GP Databases into Microsoft Excel

One of our distribution clients using Microsoft Dynamics GP would like to pull data from multiple databases, including Dynamics GP, and bring it into Microsoft Excel. This can be done using Excel Builder. For this distribution client I am creating a SQL script that brings in data from different tables in Microsoft Dynamics GP. In […]

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Microsoft Dynamics GP with Excel Tip: Use Conditional Formatting to View Item Quantities

Once you have your data from Microsoft Dynamics GP into Microsoft Excel, there is so much more you can do with it. This short video will show you how to use formatting tools to pin point Item Quantities. Learn how to; quickly format your database as a table and use Conditional Formatting to automatically draw attention to specific quantities.

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Microsoft Dynamics GP with Excel Tip: Filter Unreconciled Bank Transactions using Pivot Tables and Slicers

Microsoft Dynamics GP was built to work with Microsoft Dynamics Excel. In this short video you will learn how to: Create a PivotTable, Quickly reproduce Pivot table background data and Insert and use Slicers to filter data from Microsoft Dynamics GP.

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Microsoft Dynamics GP with Excel Tip: Create a Pivot Table for General Ledger Data

Once you export your General Ledger report from Microsoft Dynamics GP to Microsoft Excel there is so much you can do with it. This video will show you a few helpful tricks around pivot tables. Pivot tables are the best way to summarize large amounts of data and focus on the information you need.

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Dynamics GP VideoTip: Setting Up A Pivot Table Using the Microsoft Dynamics GP Live Excel Feed

Finance professionals love Excel charts, especially fancy pivot charts and tables. But there is nothing worse than an Excel chart that is out of date.  In this video, Amber Bell, Dynamics GP training expert for CAL Business Solutions will show you how set up a pivot table using the Dynamics GP Live Excel Feed feature. […]

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Dynamics GP WOW Moments: Excel Reports with Refreshable Data-Always LIVE, All the Time

Today’s financial reports are out of date almost before they are sent out. Microsoft Dynamics GP with Microsoft Office Data Connection for Excel 2007 is the answer. Excel users within your organization can have secure access to up-to-date live reports from your Microsoft Dynamics GP accounting software – all the time.

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Microsoft Excel Tip: Quick Math without Formulas

Download and Print: Quick Math Without Formulas If you want to do math with Excel, your only choice is to write formulas, right? Wrong! Get familiar with Excel’s Paste Function dialog box, and learn how to perform a variety of basic math operations without a single formula. Here is a scenario: Your Company’s product price […]

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Microsoft Excel Tip: Control Key for Quick Navigation

Use the Ctrl-Key for Quick Navigation When you want to move quickly to the left, right, top, or bottom cell in a data set, just press Ctrl and one of the arrow keys. Let’s say you want to select the cells in the current row of the dataset, but only the cells with numbers, not […]

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Microsoft Excel Tip: Delete A Table Without Losing The Data or Table Formatting

Download and Print: Microsoft Excel Tip: Delete A Table Without Losing Data or Formatting After you create a table in Microsoft Office Excel, you might not want to keep working with the table functionality that it includes. Or you might want a table style without the table functionality. To stop working with your data in […]

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Microsoft Excel Tip: Keyboard Shortcut

Microsoft Office Excel – Keyboard Shortcut ENTERING ARGUMENTS To quickly enter the arguments for a function, type =, the name of the function, then Ctrl + A. Excel opens the Function Arguments dialog box (see Figure 1, captured after entering =Average). If you’ve forgotten the syntax of the arguments, type =, the name of the […]

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Microsoft Dynamics GP Tip: Using Budget Template in GP (Exporting & Importing)

  Download and Print: Microsoft Dynamics GP-Import/Export a Blank Budget EXPORTING A BLANK BUDGET Go to Financial>>Cards>>Budget Choose New Then Using Budget Wizard for Excel NEXT Fill in an ID for this budget For Frx budgets make sure that the budget name if it has a space use and underline 2010_Budget Name the Fiscal Year […]

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Microsoft Dynamics GP Tip: FRx Linked to an External Excel Spreadsheet

Download and Print: FRx Linked to an External Spreadsheet This example is available in FRx sample data:  IS_Dynamics_WKS We are going to go through how to create a link to an external worksheet (used when each row links externally). In this exercise we will be using the /CPO (current Period Offset) which means Your spreadsheet […]

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Microsoft Dynamics GP Tip: SmartList Export Solutions

Download and Print: Microsoft Dynamics GP – SmartLists Export Solutions Export Solutions are not a new feature. They will work for GP versions 8 and 9. They can be a very powerful way to report on data by allowing you to export information to Excel or Word and have the information Pre-Formatted and allows formulas […]

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Microsoft Dynamics GP Tip: Using SmartList to Find Out Who, What and When

Download and Print: Microsoft Dynamics GP – SmartLists to Find Out Who, What, and When The tip this month was inspired by a recent support session I spent with a customer. I am surprised that I still find people that say they “don’t really use SmartList”. Those of you that I have had the chance […]

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Microsoft Dynamics GP Tip: Excel Auto Fill

 Download and Print: Microsoft Dynamics GP – Excel Auto Fill You can use the Auto-Fill feature to format worksheets that you create in Excel or with exports from SmartList. Using the Auto-Fill feature can be used for Number, Letters, Days, Months, or formulas. This is a much better alternative than dragging the data to the […]

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Microsoft Dynamics GP Tip: Using Microsoft Templates

  Download and Print: Microsoft Dynamics GP – Using Microsoft Templates Microsoft has an extensive online library of templates that you can download and use for FREE. Be advised that they will verify that you have a legal copy of Microsoft Office before allowing you to access. The templates can then be setup to use […]

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Microsoft Dynamics GP Tip: Using Auto Filters in Excel

I love Excel. I also love how easy it is to get information from Great Plains into Excel. I use the following tip all the time. It comes in handy at month and year end if you are trying to find a transaction for a range of amounts or dates. STEP 1: Setup a SmartList […]

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