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

Using Replace Values


If we asked you if your data was clean and organized, you would probably say yes. However, data usually always has issues. For example, in a field for State, some users could enter NY and some could enter New York, along with a lot of other variations that include N.Y., N. York, and more. If the state of New York is spelled out in just these four ways, that is four separate entities as far as your computer is concerned. Your machine does not have the capacity to interpret the meaning, only exactly what is entered, even though you may occasionally think the computer hates you.

One of the tools that Power BI Query Editor has that helps with this kind of situation is the Replace Values feature. This feature is similar to Find and Replace in Excel. Let's see how this works now:

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

  2. Highlight the 1099 Type column.

  3. On the ribbon, select Replace Values in the Any Column section of the Transform menu:

  4. In the Replace Values...