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FINANCIAL REPORTING AND ACCOUNTING BLOG

In this article, I’m going to delve into the topics of MAXDOP and cost threshold for parallelism. 

I’m writing it for two reasons:

  1. There was a recent thread on SQL Server settings on the NAVUG list. Some of the information was good. But much of it was expressed in terms of “Well, I heard…,” which makes me nervous. You should have a basic understanding of what various settings do before you start taking anyone’s advice.
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Almost every one of my clients depends on some kind of SaaS solution for some part of their operation. 

Whether it’s payroll, accounting or electronic records, the data is controlled by their vendor of choice.  

This is all well and good for basic processing. But too often, it doesn’t work well when it comes time to actually understand the data or (even more so) combine the data with data from other systems.  

Why?… Read More

Last fall, my attendance at the SQL Summit was entirely justified by a presentation by Aaron Nelson, a SQL Server MVP on Excel, PowerShell and SQL Server.

Unfortunately, I regularly suffer from having Excel as a data source. In an ideal world, this wouldn’t happen.

Logically, no one would buy a SaaS solution without first figuring out how the data in that system would be accessed and combined with all the other data your organization needs.… Read More

I was talking to a friend/prospective client recently about the accounting knowledge that is a key part of my work.

We agreed that in too many non-profits, the board’s finance committee doesn’t perform its necessary function. The committee members look at a few reports when they meet, but they don’t really dig in. They may have a soft connection to “numbers,” but they aren’t always great at picking apart financial statements.… Read More

When an organization has data questions, those questions can sometimes be answered by writing reports directly over the systems where the data was entered—whether that’s an EHR (Electronic Health Records) or accounting system. Often, this approach works just fine for financial statements and basic operational reporting. (Indeed, I’ve written before (back in 2011) about how to use the general ledger as a simple datamart/data warehouse.… Read More

Many, if not most, of the SSRS reports I write end up being exported to Excel. But unfortunately, many reports don’t export cleanly. More often than not, you wind up with merged cells and blank spaces you don’t want.

In this blog post, I’ll show you how to build your report correctly for a cleaner export to Excel.

Exporting to ExcelRead More

Over the course of the last seven years, I created over 300 posts for my blog. These posts were written sporadically. Some years, I wrote over 100. This year, I’ve written maybe two.

But as I focus my business on “helping social service agencies maximize revenue and results with data,” I find myself answering the same set of questions. Some questions are strategic, (“How do we become more data driven?”).… Read More