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

Formatting column Data Types


We have already covered two of the three big rules. The final rule is formatting the columns as text, dates, numbers, and so on. Although, Power BI does have intelligence to make a best guess, we encourage this step to make sure that the data is formatted correctly. It's possible a refresh might bring in something that might make Power BI question the type. I've seen number of formats be defined as text, preventing their use in column and bar charts. It's worth the time to perform this one-time action.

Let's do this step for the Vendors query:

  1. In Query Editor, select the query Vendors in the Queries pane.

  2. Highlight the first column, Vendor ID. Select the drop-down list for Data Type in the Transform area of the ribbon on the Home tab. Select Text from the list:

    Tip

    Even if the Data Type is already text, it's worth the time to define the column type up front; rather than potentially letting a refresh down the road cause Power BI to set the type to general. When the...