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

What is a query?


Just a brief word on what we mean when we use the term query. The basic definition of query is a question, especially, one addressed to an organization. Add in the technology element and we have a question, specifically addressed to a database, application, website, or file. In the AP Information data we've been working with in the Power BI Desktop, we've queried vendor information. We also queried the music we like on Facebook. We queried the Manhattan businesses with URLs from the NYC Open Data website. And, finally, we queried AP transactions from GP. Four queries, all within the same file.

We'll use the Query Editor in Power BI to clean this data up and link some of it together. This will make obtaining more meaningful visuals easier and faster. Who doesn't want easier and faster? The best part is that you can think like a user, not a developer.

Exiting Query Editor

Before we do a lot of work in the Query Editor, let's review how to exit from the Query Editor back to Power...