Book Image

Building Dashboards with Microsoft Dynamics GP 2016 - Second Edition

By : Mark Polino
Book Image

Building Dashboards with Microsoft Dynamics GP 2016 - Second Edition

By: Mark Polino

Overview of this book

Microsoft Dynamics GP is a complete ERP solution that is extremely beneficial for small to midsize organizations in helping them grow exponentially. The book shows you in detail how to build great-looking dashboards with Microsoft Dynamics GP that enhance a company’s decision-making processes. This guide will take you from the basics of setting up and deploying to creating secure, refreshable Excel reports. Using a whole host of tools available within Microsoft Dynamics GP and Excel, this tutorial will show you how to visualize your data using simple conditional formatting techniques and easy-to-read charts, and allow you to make your data interactive with slicers. We will also cover core topics such as Business Analyzer, Microsoft SQL Reporting services reports, BI360, and more. You will find out to use Power BI, share and refresh data and dashboards in Power BI, and use Power BI Query Editor. By the end of this book, you will have all the information required to build interactive dashboards using Dynamics GP.
Table of Contents (22 chapters)
Building Dashboards with Microsoft Dynamics GP 2016 Second Edition
Credits
About the Authors
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface
Index

Recap


We've spent time importing data into the Power BI Desktop using a variety of methods. At this point, we are assuming that the data does not need any cleanup (or modeling). We'll be modeling our data in the next chapter. We've created a simple Power BI Desktop report and published our report to the Power BI service (web), and we pinned individual visuals from that report, creating an effective and informative dashboard. All of these visuals, reports, and dashboards, can be shared with others. Some can even be refreshed automatically (capturing changes or new data).

Let's assume that your role in your company's BI methodology is to create reports and make them available to other team members. In this scenario, we will take the AP Information Power BI Desktop and information in the service that we've created and share it with other members using a variety of methods. Some of these options can be used to help you create a library of BI reports for your organization.