Jet Reports Canada sent out a notice this morning announcing that Jet Reports has released a new build. All the details are below.
Recently, I have had to import lots of different data for clients. They give me Excel worksheets that are full of names, numbers and telephone numbers. If you are working with Dynamics NAV or GP, you know that some of the fields can be very fussy in the import. Dynamics AX is more forgiving. I clean up the data, and get it ready.
Most clients ask me how I clean up columns, especially phone numbers. If you use Excel a lot, you will know these formulas or tricks. This post is for those who do not have to do this very often, and need some help.
1. Using Excel to change Words from All CAP to All lowercase, or to PROPER
- you can use the UPPER, LOWER, or PROPER functions to automatically change the case of existing text to uppercase, lowercase, or proper case.
- First, insert a temporary column next to the column that contains the text you want to convert
- In the temporary column, for example, cell B2, type =PROPER(A2)
- The other choices are =UPPER(A2) or =LOWER(A2)
Now, all of the names, countries, states, provinces, etc. can have standardized type.
2. Removing spaces and symbols in a phone number
- Often we get a list of telephone numbers that look like this
- To get rid of the (, ), –, Ext. 0000, use the find and replace function
- To get rid of the space, use the find and replace, using the space bar
- Press Ctrl + Space to select all cells in a column.
- Press Ctrl + H to open the “Find & Replace” dialog box.
- Press Space bar in the Find What field and make sure the “Replace with” field is empty.
3. Filling in the extension on a phone number
- Now you want to add trailing zeroes to make all the numbers with a fixed length, such as 14 digits for a telephone number in Canada and the US
- Create a blank column right of the existing phone number
- Use the EXCEL function =A2&REPT(“0”,14-LEN(A2)) where “A” represents the column with the telephone number in it
- The results are
Posted in Dynamics AX, Dynamics GP, Dynamics NAV, Excel, How To, Microsoft, Working
- Tagged Dynamics AX, Dynamics GP, Dynamics NAV, Excel, How To, Tips and Tricks
I will be the first to admit that I like having manuals to read for specific information. Microsoft has now authored documents called Quick Starts for Office 2016. You can see the documents at https://support.office.com/en-us/article/Office-2016-Quick-Starts-25f909da-3e76-443d-94f4-6cdf7dedc51e.
Here are the different versions available.
Download in PDF
Read in Office Sway
For Mac users, the following Quick Start guides exist. The Office 2016 guides are available to download in PDF. They include Word, Excel, Outlook, PowerPoint, and OneNote.
Skype for Business, Mac, and Mobile
Thinking about whether to upgrade to Office 2016? Take a look at the resource guides to help you decide.
Amanda Cofsky, Program Manager at Microsoft, announced the new desktop release of Power BI on October 31. You can read it at https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-october-feature-summary/.
Here’s the complete list of October updates from Cofsky’s blog:
Query Editing Improvements
The blog also contains simple instructions for using the DATE SLICER, REPORT GRIDLINES, DATA LABEL, and MAP FORMATTING OPTIONS.
Graphic from news.techgenie.com
I love it when people take the time to write up step-by-step HOW TO articles or blogs. And, I like Excel HOW TO articles because it is an easy way to give a tutorial to a client when I need them to create/fix/organize data for loading into an ERP system.
Recently, I have found quite a few key Excel HOW TO procedures. As I like to keep things where I can easily find them, I am putting them on my blog so that others have the list, too.
Here we go.
1. Copy a formula in Excel http://www.wikihow.com/Copy-Formulas-in-Excel
2. Excel Data Validation for Dates (This is awesome!) http://www.contextures.com/exceldatavalidationdates.html#download
3. How to find duplicates in Excel and numbers (uses conditionals and COUNTIF) http://www.makeuseof.com/tag/find-duplicates-excel-numbers/
4. All about Pivot Tables http://www.excel-easy.com/data-analysis/pivot-tables.html or at https://fiveminutelessons.com/learn-microsoft-excel/how-create-pivot-table-excel
5. Eleven advanced Excel tricks – Vlookup, Index match, 3D Sum, $ sign, Ampersand symbol, arrays, goal seek, pivot tables, http://www.businessinsider.com/excel-tricks-vlookup-index-match-pivot-tables-array-2013-5#-1
6. How to split data from one column to two http://smallbusiness.chron.com/split-excel-data-two-columns-54661.html or https://www.ablebits.com/office-addins-blog/2014/02/27/split-cells-excel/
7. Link data in two workbooks https://www.youtube.com/watch?v=-foPogO3QNE
8. General Excel training from Microsoft https://support.office.com/en-us/article/Excel-training-9bc05390-e94c-46af-a5b3-d7c22f6990bb?ui=en-US&rs=en-US&ad=US
Dynamics GP reporting is changing and improving! For all Dynamics GP users who have been finding the boundaries in reporting with Microsoft Report Manager, get excited! Jet Reports and Microsoft have partnered up to create Jet Express For Excel. The announcement was made in May. You can read Tara Grant’s blog here.
The big news is that it is available in June 2016, and there are over 20 Jet Express report templates, built for Microsoft Dynamics GP. According to Grant, these reports provide insight into sales, finance, A/P, A/R, inventory and more.
The Jet Express for Excel site is at https://jetreports.com/l/express-splash.html. The product is not up on the site yet, but should be soon. You can see a recording of the pre-launch webinar at the site, and download the feature guide and comparison sheet.
Dynamics CRM 2016 will be generally available in the fourth quarter of this year, delivering the “the most comprehensive upgrade ever” for the platform, Microsoft announced on Tuesday. See the announcement at http://news.microsoft.com/2015/09/08/microsoft-reinvents-productivity-with-upcoming-release-of-customer-engagement-solution/.
The new enhancements are designed to:
- increase productivity for organizations by providing a simple and seamless experience across their Dynamics CRM application
- easier integration with email (there will be a CRM app inside Outlook),
- easier integration with Excel and Dynamics CRM 2016 will offer an enhanced Excel experience including new Excel templates to automate tasks such as managing sales forecasts, for example.
- easier integration with OneDrive for Business for easier task management,
- an enhanced mobile experience for the worker on the go, and,
- enriched data and analytics,
Businesses will benefit from this new version of CRM.