- [Instructor] We're going to take a look at
a very widely used feature of Dynamics GP.
It's under Financial, Cards, and Budgets.
And that is the Budget Wizard for Excel.
This is how most people import budget numbers
from Excel into the Dynamics GP financial module.
And why do they do that?
Because keying it in manually is very laborious.
And most people figure out what their budget
numbers are using Excel, where they can
have formulas and they can pass around Excel files
that multiple managers will update the numbers,
giving their best approximation of what they
think the numbers will be that year.
So normally, you have an Excel file, which is in a
special template format, and that was probably
created here by clicking New and using the
Budget Wizard for Excel to actually create
the template in the right format.
Then you filled out your dollar amounts.
And now you're attempting to import those dollar
amounts that exist only in Excel, and not yet
in your GP tables.
So that's what we're working on.
Let's click the Excel button
and import from Excel.
We click Next, and we are importing
into an existing GP budget.
So there is a budget set up,
however, it has no numbers yet.
We select our budget.
And we click Next.
Now I have to browse out to that Excel file
that has the dollar amounts that I've
keyed-in to Excel.
I select my worksheet where those numbers exist
and click Next.
I click Finish and it is importing the
numbers from the Excel file into
the Dynamics GP tables.
And here's where that great exception
reporting can occur.
Because if there are problems,
such as missing accounts, that would be
created by if you were in Excel and
say somebody fat-fingered an account number
in one of your Excel cells.
Then you think you're importing a number in,
and this will catch it because it will show
that that account does not exist as an
account card in Dynamics GP.
So we click Okay and there is the
budget import exception report.