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Managers accessing P&L and department budget data outside of SL

  • 1.  Managers accessing P&L and department budget data outside of SL

    Posted 8 days ago

    Recently our Director of Finance has approached me asking about accessing SL data for non SL users. The use cases he's presented are:

     

    • General Managers accessing their respective markets' P&Ls

     

    • Managers being able to review their department budgets' actual costs in real time

     

    These managers being referred to do not currently have SL licenses, knowledge etc. Have other users in the forum had similar needs? If so how did you go about getting external users this information?

    Any insight would be appreciated! 



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    Mike Harrison
    Director of Applications Development & IT
    Ace Asphalt / Brown Brothers Asphalt and Concrete
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  • 2.  RE: Managers accessing P&L and department budget data outside of SL

    SILVER CONTRIBUTOR
    Posted 7 days ago
    Hi Mike,

    There are several was you could do this:
    • Use PowerBI - user would have access to data and not be in SL.  PowerBI comes with SL.
    • Application Server / EI Dynamics / or similar - use a software that would send reports automatically either daily / weekly.
    • SL Web Apps - need a light user license which is like $100 or something like that.  User can access data and not be in SL.
    • Read only access to SL - since licenses are concurrent based, you can add them to SL without using licenses unless you are already maxing out on your licenses.  We have 20 licenses but have like 40 users in SL.  Some people just get in and out periodically and we haven't maxed out.
    • A reporting tool like BI360 - can be used for way more things than just your scenario.

    Others might have more options....

    Except for BI360 - all the options are either free or minimal cost.  You would just have some setup / training.  If you need assistance with any of it or have questions, just let me know.

    Thanks,
    Michael

    ------------------------------
    Michael O'Neill
    Controller
    Eastex Telephone Cooperative
    Henderson TX
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  • 3.  RE: Managers accessing P&L and department budget data outside of SL

    SILVER CONTRIBUTOR
    Posted 7 days ago
    Edit previous for several ways not several was....need to proofread better...lol

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    Michael O'Neill
    Controller
    Eastex Telephone Cooperative
    Henderson TX
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  • 4.  RE: Managers accessing P&L and department budget data outside of SL

    SILVER CONTRIBUTOR
    Posted 7 days ago
    If the managers can open Excel files, then XLstatements provides what you're asking for as a self-service with data security and drill-down to transaction details. Create the internal report(s) once and they can all use the same shared Excel file but can see only their own data.

    XLstatements can also replace Management Reporter (or FRx), and is much faster and easier to use, with no data mart required. There's also an option that allows you to maintain your budgets from Excel.

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    Jonathan Van Houtte
    Senior Consultant
    XLstatements, LLC
    Clifton Park NY
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  • 5.  RE: Managers accessing P&L and department budget data outside of SL

    SILVER CONTRIBUTOR
    Posted 6 days ago

    Hi Mike,

    I will add to the list with what we do, which is free for the software; you just need someone to build and deploy. We use SQL Server Reporting Services (SSRS). It is similar to Web Apps, but you don't need to deploy Web Apps if all you need is the reports.  You can build the reports and then deploy them to either a SharePoint site or to the Report Server.  Security is controlled at the site or server level and within each report you can filter the result set based on the logged on user (i.e. you only want to show projects where the logged in user is the project manager).  End users then access the reports through a link in their browser.

     

    Are the actuals/budgets you want to report on from the GL or Project module?

     

    Aloha,

    -Scott



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    Scott Johnson
    Sr. Business Application Developer
    W. M. Keck Observatory
    Kamuela HI
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  • 6.  RE: Managers accessing P&L and department budget data outside of SL

    Posted 5 days ago
    Mike,

    If you are going to explore ISV solutions, I would like to invite you to take a look at the CALUMO Business Intelligence and Corporate Performance Management suite .


    Using CALUMO, without requiring a SL license,  you can:

    • Automate your budgeting and forecasting process with a user-friendly, web-based system,
    • Use ALL current data from your Dynamics SL system and any other data source to create reports, budgets and forecasts,
    • Keep data 100% current and accurate. No longer will you need to email around Excel spreadsheets and do manual mash-up and consolidation, 
    • Use beautiful looking web-based reports and data entry forms.
    Let me know if I can help.

    All the best,

    ------------------------------
    Rick Pedigo
    CALUMO, Inc.
    rpedigo@calumo.com
    469.347.3975
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  • 7.  RE: Managers accessing P&L and department budget data outside of SL

    Posted 2 days ago
    We have a client that uses XLstatements to accomplish what you want to do.  It works great and the security  allows the department heads to only see their data.

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    Kurt Bradley
    Bradley Consulting Group, Inc.
    Spring TX
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  • 8.  RE: Managers accessing P&L and department budget data outside of SL

    BRONZE CONTRIBUTOR
    Posted 18 hours ago
    ​We also have clients using XLstatements.  It is an easy way for non SL users to access financial reports and other information.

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    Lucille Pileggi
    Project Manager/Consultant
    Intellitec Solutions LLC
    Wilmington DE
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