Microsoft Dynamics GP with Excel Archives - CAL Business Solutions-Acumatica, Microsoft Dynamics 365 BC, Dynamics GP & SalesPad Partner

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 [...]

By CAL Business Solutions, Inc.|2022-03-22T16:04:41-04:00November 26th, 2014|Dynamics GP Tips, ERP Tips & Tricks Blog, GP with Excel/Word Tips, Microsoft Dynamics GP, SmartList Tips|Comments Off

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.

By CAL Business Solutions, Inc.|2022-03-22T16:04:41-04:00November 6th, 2014|Dynamics GP Tips, ERP Tips & Tricks Blog, GP with Excel/Word Tips, Microsoft Dynamics GP, Video Tips|Comments Off

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.

By CAL Business Solutions, Inc.|2021-11-09T10:45:37-05:00October 23rd, 2014|Dynamics GP Tips, ERP Tips & Tricks Blog, GP with Excel/Word Tips, Microsoft Dynamics GP, Video Tips|Comments Off

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.