Business Intelligence

GPUG Academy

SSRS 101

Monday, October 9
8:00 AM - 5:00 PM
Location: Ryman Studio C located in Ryman Ballroom and Studios (Level 0)

Format: Academy Course
Level: Basic
CPE: 4
Preparation: Please bring a Windows PC to class for the Academy’s hands-on training environment from Visilearn called vConnect.

Interested in SQL Reporting Services with Dynamics GP, but not quite sure where to begin? SSRS is a powerful tool that enables you to see the GP data you need - and you don't need to be a developer to use it. This class will take you through the basics of using SQL Reporting Services to create, modify, and access reports for Dynamics GP. You will be introduced to the standard reports and models that can be deployed with Dynamics GP, and then spend time creating your own reports! This course is open to any GP user and will focus on hands-on use of the tools in a virtual environment.

This class is an introduction to SQL Reporting Services with Dynamics GP, to familiarize you with how SQL Reporting Services can be used with Dynamics GP. Overview of the integration between SSRS and Dynamics GP will be discussed, along with the security model. You will work with the available tools to determine the necessary Dynamics GP table and fields for reports. We will access and manage the standard Microsoft Dynamics GP SQL reports to illustrate the security concepts discussed. We will then spend time creating custom reports for Dynamics GP in SQL Report Builder 3.0, following instructor-led examples. We will focus on the core concepts involved in creating SQL reports with the Report Builder, including creating data sources, data sets, and queries. We will explore the functionality of the Report Builder regarding filters, report layout, grouping, and parameters. Different report types will be explored, including tables, matrices, and charts.

Learning Objectives:

• Understand the components involved and integration of SQL Reporting Services and Dynamics GP
• Understand the security model used by SQL Reporting Services in overview
• Understand the Dynamics GP table structure and available tools for identifying necessary tables and fields
• Discuss the deployment of the standard Dynamics GP SQL reports
• Access and manage the standard Dynamics GP SQL Reports
• Create SQL reports using Report Builder 3.0 •Establish data sets and sources
• Use the Query Designer and Filters
• Report Layout and Grouping
• Use Built In Fields
• Use Parameters
• Work with different report types in Report Builder 3.0
• Table
• Matrix
• List
• Chart/Gauge/Map

Audience: Power-user, GP Support, IT Professional

Level: Beginner

Prerequisites: Understanding of Dynamics GP processes and terms, some exposure to SQL Server Management Studio and SQL concepts, some experience in report writing (e.g., Crystal Reports, Microsoft Access, etc.) is helpful but not required.

Training Materials: Will be supplied by the instructor as appropriate.

Delivery Method: Group Live




Charles Allen

Senior Managing Consultant
BKD Technologies

Charles, a member of BKD Technologies, has more than 27 years of experience as a technology consultant, performing information systems needs assessments and analysis and providing system selections, implementations, installations, training and support for a variety of industries, including manufacturing and distribution.

He implements, trains and supports Microsoft Dynamics GP and Solver BI360 application. Charles also prepares conceptual and detailed designs for integrating Microsoft products with proprietary systems. He has worked with many businesses in the energy and distribution sectors and has implemented accounting and payroll systems for large companies.

Charles, a Microsoft Certified Professional (MCP), is certified in applications and installation on Dynamics GP. Charles also has been awarded the Microsoft Most Valuable Professional (MVP) designation ten years for his technical expertise and commitment to helping others in the technical communities. He was also one of the first people to achieve the new Dynamics Credentialed Professional certificate from the Association of Dynamics Professionals.

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