0 Replies Latest reply on Nov 14, 2013 10:05 AM by Steven Blanc

    Microsoft GP and Historical Aged Trial Balance

    Steven Blanc

      Hi folks,

       

      This is a bit of a biggie. Has anyone had any experience with running historical trial balance data from GP in Tableau?

       

      I've built a one or two reports already on our current receivables outstanding which are very useful, but we'd like to be able to quickly compare current receivables to receivables during the previous month and during the same month in the previous year.

       

      It would seem that the SQL run would need to have a dynamic variable in it to set the "current date".

       

      I took a look at this website: Dynamics GP AP Historical Trial Balance Recreation in Crystal Report | I'd greatly appreciate it if someone could guide me further on creating a similar dataset for modification in Tableau.

       

      Cheers,

       

       

      Steven