US - Iowa Des Moines

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Educational session

  • 1.  Educational session

    SILVER CONTRIBUTOR
    Posted Mar 13, 2019 02:29 PM
    Looking for your input on our next chapter meeting, May 15 (Note: date change).  We are looking at three different topics and need your help on fine tuning the agenda.  Please let us know what topic you would like to hear about and if there is a talking point that particularly interests you.  We want you to get the most of the your time, so any suggestions on talking points are welcome.

    Topic 1:  Pivot Tables - Possible discussion points include
             *What are they and how to use
             *Tips and Tricks (formatting, views/layout)
             *Power Pivot

    Topic 2:  Tips and Tricks - Possible discussion points include
             *User perspective
             *Administrator/Security

    Topic 3:  Smart lists
             *How to get the most out of the out-of-the box product
             *Designer/Builder - Who should use and how to begin
             *Advanced smartlist - I've started, but am having issues

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    Joni Welling
    Director of Accounting Services
    Affiliates Management Company
    West Des Moines IA
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  • 2.  RE: Educational session

    GOLD CONTRIBUTOR
    Posted Mar 14, 2019 09:26 AM
    I vote for Smartlist designer.  I have done a lot of data mining in my life, but I struggle with Smartlist.  Tips and tricks for using Pivot tables would also be worthwhile.

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    Lisa Levendusky
    Exceptional Persons, Inc.
    Waterloo IA
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  • 3.  RE: Educational session

    Posted Mar 29, 2019 02:44 PM

    I love Pivot Tables and SmartList, how can you pick just one!? Both are great topics, and lots of time can be spent on either one!

    One thing to look at adding to the agenda is a demo of something simple in GP to get the creative juices flowing. Maybe we could do a call out for things people wish for? A great use of Pivot Tables is to get a list of top 10 customers with Gross Sales & Margin!

    The number one requested SmartList seems to be a list of customers (or vendors) with their e-mail addresses and/or EFT information. 

    Would love to see what other people wish they had a list/report for!



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    Jennifer Hershberger
    Software Consultant
    QCI
    Johnston IA
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