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Building Dashboards with Microsoft Dynamics GP 2016 - Second Edition by Mark Polino, Belinda Allen

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SmartList Export Solutions

While SmartList exports are great for sending Dynamics GP data to Excel for analysis, they aren't an ideal solution for a dashboard. SmartLists sends data to a new Excel file each time. It's a lot of work to export data and rebuild a dashboard every month. An improved option is to use a SmartList Export Solution.

SmartList Export Solutions let you export GP data to a saved Excel workbook. They also provide the option to run an Excel macro before and/or after the data populates in Excel. As an example, we will format the header automatically after exporting financial summary information.

Getting ready

We have a little setup work to do for this one first. Since these exports are typically repetitive, the setup is worth the ...

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