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

Content Packs


We've just created a single Power BI Template. Imagine if we took that same idea of creating a file that had the connection information and reports established and put it all in an easy-to-access place for information sharing. That would be awesome. Actually, it is awesome. Microsoft already did it, and it's called Organizational Content Packs.

Users with the Power BI Pro (paid) license can create their own private library of Content Packs, which would become available for co-workers with a Power BI Pro account, with security enabled, of course.

Tip

As this information is unique to our organization, and as not all of you will have a Power BI Pro account, these steps are for reading only.

We'll walk through the steps of creating an Organizational Content Pack, which are as follows:

  1. Using the Power BI service, we are importing data from Excel files located on a shared OneDrive Business folder. On the Power BI pane, we will select Get Data, then choose to import (Get) from Files, as...