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DSLUG is the only event exclusively for Dynamics SL users, partners, and solution providers and you won’t want to miss it. With over 124 sessions in four days, you’ll have the opportunity to explore solutions and gain a deeper understanding of Dynamics SL. No matter how experienced you are or what version you’re using, you’re guaranteed to walk away with valuable tools and connections that you can leverage all year.

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BI & Reporting [clear filter]
Tuesday, April 16
 

10:15am PDT

You've Got a Friend in Me - BI in DSL: From Developer to Manager to Executive
A roundtable discussion of how different roles in the organization utilize data from DSL in different ways. How can technicians, business team members, departmental leaders and executives all work together to narrow the gaps in information and break down silos between different areas of the enterprise.


Speakers
avatar for David Vinson

David Vinson

Business Intelligence Analyst, NuScale Power
Accomplished professional with considerable experience in strategizing with technical resources to deliver impactful reporting to business. I am currently leading the charge to create a data centric environment at NuScale Power in portland, Oregon. We at NuScale look to change the... Read More →


Tuesday April 16, 2019 10:15am - 11:15am PDT
Platinum 4

11:30am PDT

Genie's Insight with Power BI
Alakazam! I see Power BI for Dynamics SL in your future!  See a demonstration of the SL Project Power BI Dashboard included with Dynamics SL 2018.  Learn about new features that are being added to Power BI.

Learning Objectives:
• Upon completion of this session, participants will be able to describe the Dynamics SL Power BI Project Dashboard.
• Upon completion of this session, participants will be able to describe where to get SL Power BI Project Dashboard.
• Upon completion of this session, participants will be able to describe new features in Power BI.


Speakers
avatar for Jeff Suwyn

Jeff Suwyn

SL Product Marketing Manager, Microsoft


Tuesday April 16, 2019 11:30am - 12:30pm PDT
Platinum 8

11:30am PDT

One Jump Ahead - Management Reporter for avid Financial Report People
Come see how Microsoft Management Reporter can be used in your organization to simplify and automate the reporting process!

Learning Objective: Learn the main features of Management Reporter such as  report creation, generation, distribution and analysis of the financial data with drill down capabilities.


Speakers
avatar for Derek Krebs

Derek Krebs

Partner and Sr Consultant, MSX Group
Derek has over 25 years of experience in the fields of accounting, finance and business intelligence software. Prior to becoming a partner and senior consultant with the MSX Group in 2009, Derek spent 12 years consulting at FRx Software and Microsoft where he implemented financial... Read More →


Tuesday April 16, 2019 11:30am - 12:30pm PDT
Elite 3

3:00pm PDT

Be Our Guest - Intro to Dynamics SL Reporting
Join us to learn the many ways to access data from SL. Discover how to use the ROI, Crystal Reports, Quick Query, PowerBI, copy grids, and desktop shortcuts.  This deep dive will walk through the data schema, revealing underlying fields supporting data entry screens, create custom queries and reports using standard tools.  This session is offered twice in the schedule.



Speakers
AR

Anthony Rice

T3 Information Systems


Tuesday April 16, 2019 3:00pm - 4:30pm PDT
Elite 3

3:00pm PDT

Down the Rabbit Hole - Management Reporter Tips & Tricks
Calling all Management Reporter users! Come see some of the most recommended Tips & Tricks for report design, reconciliation and distribution to have smooth sailing financial reporting ship.

Learning Objective: Maximize your knowledge and use of Management Reporter in this crash course of "favorite features". Bring your questions and report design scenarios to share in this casual and informative session.


Speakers
avatar for Derek Krebs

Derek Krebs

Partner and Sr Consultant, MSX Group
Derek has over 25 years of experience in the fields of accounting, finance and business intelligence software. Prior to becoming a partner and senior consultant with the MSX Group in 2009, Derek spent 12 years consulting at FRx Software and Microsoft where he implemented financial... Read More →


Tuesday April 16, 2019 3:00pm - 4:30pm PDT
Platinum 9

4:45pm PDT

Put those Crystal Reports back where they came from, or so help me! - Crystal Reports 101
Learn where reports come from, how to create new reports, and generally how to get Crystal reports to do what you need to succeed.
Upon completion of this session, participants should be able to:
Differentiate between out of the box and custom Crystal reports
Add field from existing tables and views
Create and change report groups
Create and change report sorting
Create new report format

Speakers
avatar for Brad Boothby

Brad Boothby

Consultant, Solution Technology, Inc.
Talk to me about Reporting, Customization, Project, Payroll, Inventory, Financials or about most things IT and ERP as I've been consulting with Dynamics SL since 2002. I enjoy the process and interaction in creating and leading teams to implement, customize, problem solve and optimize... Read More →


Tuesday April 16, 2019 4:45pm - 5:45pm PDT
Elite 3
 
Wednesday, April 17
 

8:30am PDT

Be Our Guest - Intro to Dynamics SL Reporting - Repeat
Join us to learn the many ways to access data from SL. Discover how to use the ROI, Crystal Reports, Quick Query, PowerBI, copy grids, and desktop shortcuts.  This deep dive will walk through the data schema, revealing underlying fields supporting data entry screens, create custom queries and reports using standard tools.  This session is offered twice in the schedule.



Speakers
AR

Anthony Rice

T3 Information Systems


Wednesday April 17, 2019 8:30am - 10:00am PDT
Elite 3

8:30am PDT

Hakuna Matata - Power BI In Depth for Accountants and Others
While keeping the needs of Accounting in mind, we will discover how Power BI lifts the lid to uncover the vast amount of data stored in your organization. We will talk about what to include in Power BI and not to include. We will cover connecting to data from multiple locations including Dynamics SL. Once you have connected to data you will learn about data transformation and calculation building. Most of this session covers the critical task of organizing your data to work best in Power BI. We will cover unique issues accountants face like beginning balances, prior periods, fiscal vs calendar year, security, and linking to data outside of Dynamics. Then will cover a few helpful hints about working with visualization.
Learning Objectives
Upon completion of this session, participants should be able to:
  • You will be able to connect to multiple data sources like Excel, Quick Query, and SQL
  • You will learn about the many data transformation functions found in Power BI
  • You will learn how to use some of the functions like CALCULATE, DIVIDE, and SAMEPERIODLASTYEAR
  • You will be able to use Date tables and Hierarchies



Speakers
avatar for JR Price

JR Price

Business Systems Administrator, Creative Associates International


Wednesday April 17, 2019 8:30am - 10:00am PDT
Platinum 9

10:15am PDT

The Bear Necessities - Quick Query Hints & Tips
Quick query is SL’s built in query function.  We will review the basics of how quick query works.  We will follow the review of quick query with the creation of a custom query and inclusion of the custom query on the SL menu.  Finally, we will learn how to create a refreshable query that can be saved and utilized with Excel & SSRS.
Learning Objectives
1. Utilize the SL quick query function for retrieving data
2. Create custom SQL views to be used with SL quick queries
3. Create SSRS reports using the quick query SSRS wizard
4. Create refreshable data connections to SL data from XLS

Speakers
RA

Randy Andrews

Manager - SL Support, RSM


Wednesday April 17, 2019 10:15am - 11:45am PDT
Elite 3

10:15am PDT

When You Wish Upon a Star - Architecting DSL for Reporting - Cloud vs OnPrem
A look under the hood at the two main architectures for Power BI reporting against DSL; On premise versus Cloud.  Included will be discussions around the benefits and drawbacks of each and what is happening at NuScale now with this reporting and what is proposed for the future. 



Speakers
JS

JJ Seely 

Systems Administrator, NuScale Power LLC
I've been doing systems administration for over 20 years with experience in Microsoft technologies (AD, DNS, DFS, Exchange etc...), VMware, Server and storage hardware focused on HPE products currently . I spent 13 years working for state government and have been with NuScale Power... Read More →



Wednesday April 17, 2019 10:15am - 11:45am PDT
Platinum 9

2:30pm PDT

101 Dalmations Spreadmarts - Wrangling your Data to your advantage
You look around and its data everywhere, but like a room that’s full of puppies, it’s messy and overwhelming. The bottom line is that It is hard, but necessary, to drive consistent data practices across the enterprise so that all departments are at least rowing in the same direction. 
Let IT guide, but not force, adoption of data consistency and reap the rewards of leveraging data across departments and the enterprise.

Objectives-
  • Understand the role of enterprise-directed data leadership
  • Decide on criteria to separate departmental data from enterprise data
  • Identify how/when to engage with departmental and executive leadership to drive better decisions with their data


Speakers
avatar for David Vinson

David Vinson

Business Intelligence Analyst, NuScale Power
Accomplished professional with considerable experience in strategizing with technical resources to deliver impactful reporting to business. I am currently leading the charge to create a data centric environment at NuScale Power in portland, Oregon. We at NuScale look to change the... Read More →


Wednesday April 17, 2019 2:30pm - 3:30pm PDT
Elite 3

4:00pm PDT

You've Got a Friend in Me - BI in DSL: From Developer to Manager to Executive
A roundtable discussion of how different roles in the organization utilize data from DSL in different ways. How can technicians, business team members, departmental leaders and executives all work together to narrow the gaps in information and break down silos between different areas of the enterprise.


Speakers
avatar for David Vinson

David Vinson

Business Intelligence Analyst, NuScale Power
Accomplished professional with considerable experience in strategizing with technical resources to deliver impactful reporting to business. I am currently leading the charge to create a data centric environment at NuScale Power in portland, Oregon. We at NuScale look to change the... Read More →


Wednesday April 17, 2019 4:00pm - 5:00pm PDT
Elite 1
 
Thursday, April 18
 

10:00am PDT

Colors of the Wind - What is Data Visualization?
Data virtualization is a methodology used to display informational that allows an application such as PowerBI to retrieve and / or manipulate data without knowing the technical details about the data, such as how it is formatted and where it is physically located.

Learning Objectives
1. Why use Dashboards?
2. What purpose do they serve?
3. Change the way you look at data!

Speakers
avatar for Jeffrey Goldstein

Jeffrey Goldstein

Managing Director, Queue Associates, Inc
I love helping organizations with business transformation and business automation! Jeffrey is the Managing Director for Queue Associates Worldwide, the Largest Microsoft Dynamics 365 GOLD Certified Partner in the New York Metro Area supporting over 430 customers worldwide specializing... Read More →



Thursday April 18, 2019 10:00am - 11:00am PDT
Elite 3

11:15am PDT

Can You Feel the (Excel) Love Tonight? - Advanced Excel Reporting
Bypass Crystal Reports and SSRS and use Excel as your report writer. We will cover using data connections and VBA to bring your Dynamics SL into Excel to create live, sophisticated reports. You must be familiar with writing Excel macros (VBA) and know some SQL.
 
Learning Objective
Use several methods to create useful Dynamics SL reports in Excel.



Speakers
avatar for Jonathan Van Houtte

Jonathan Van Houtte

System Architect, XLstatements
I have been a Dynamics SL consultant for more than 30 years. I also consult on SQL Server and Excel. I am the principal designer ("System Architect") of the XLstatements for Dynamics SL financial reporting application.



Thursday April 18, 2019 11:15am - 12:15pm PDT
Elite 2