Business Intelligence

GPUG Academy

SSRS 201

Tuesday, October 10
8:00 AM - 5:00 PM
Location: Ryman Ballroom E located in Ryman Ballroom and Studios (Level 0)

Format: Academy Course
Level: Intermediate
CPE: 8
Preparation: Please bring a Windows PC to class for the Academy’s hands-on training environment from Visilearn called vConnect.

This class is an intermediate class on SQL Reporting Services with Dynamics GP. Its focus is on writing reports based on GP data. We will begin with a review of SSRS 101 fundamentals and move into intermediate concepts. We will create multiple report templates, build reports using templates, and utilize both Report Builder and Business Intelligence Development Studio. We will explore using more advanced queries to build datasets for reports. Additionally, we will use various functions available in SQL Server Reporting Services to add functionality to our reports.

Learning Objectives:

•Understand the difference between creating reports using Report Builder and SQL Data Tools
•Create a report using SQL Data Tools
•Create reports using Report Builder

Understand how to create these types of reports:

•Record Lists - Display information from one or more tables
•Mailing Labels - Create mailing labels of various sizes
•Graphical reports - Display charts, data bars, spark lines, and indicators
•Operational Reports using Parameters - Report that utilizes multiple different types of parameters
•Pivot Table-Style Reports - Aggregate data

With these reports, you will use this functionality:

•User-selectable grouping
•Interactive sorting
•Explicit page breaks
•Floating headers
•Multiple columns
•Data aggregation
•Cascading parameters
•Table filters
•Data bars, indicators, and spark lines
•Using the Switch function
•Joining tables

Audience: Power-user, GP Support, IT Professional

Level: Intermediate

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




Joshua Pelkola

Managing Consultant
BKD Technologies

I have 10 years experience in accounting for various industries, and I have 5 years experience in ERP software development . Today, my role as a consultant for BKD Technologies includes all phases of software implementations across the Microsoft Dynamics platforms, specifically Dynamics GP and Dynamics 365. From planning, implementation, training, and support, my experience with different industries allows for a broad understanding of business systems, and the needs of our clients. I also develop Dynamics GP addins, and currently work with our Dynamics 365 teams for architecting and developing custom solutions for our clients that need a cloud-based solution. I enjoy bridging the communication gaps between accounting and technologies.

Presentation(s):

  • SSRS 201

    Tuesday, October 10
    8:00 AM – 5:00 PM

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SSRS 201



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