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

Working with dates and times


As Dynamics GP uses SQL Server for the database, and SQL Server tracks dates with the time, GP dates have a time attached to them. As cool as this may sound, GP doesn't use the time portion, so the time is always defaulted to midnight (12 AM).

Tip

There are a few places where time is tracked (for example, the advanced purchase order feature of purchase order approvals). In these rare exceptions, GP will use one Date/Time field for the approval date and a separate Date/Time field for the approval time.

When a record has a date on it, such as an AP invoice, it's probable that we'll want to see data grouped by elements of that date (for example, years, quarters, months, weeks, and/or days). A due date for an AP invoice is an excellent example of this. We usually like to see our AP invoices grouped by 30-day ranges of the due date, resulting in what we call aging buckets.

The Query Editor in Power BI makes working with dates and times a child's play. Let's edit some...