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

Splitting columns


Previously, when discussing why you would want to merge columns, we talked about employee and salespeople names. Now, let's talk about how we would handle it if we had the full name of someone (for example, employee, salesperson, contact, and more), and you wanted a column with just the last name. Power BI Query Editor has the ability to separate the data in a single column.

In our Vendors query with which we've been working, we have a column for Vendor Class ID. In the sample data from GP, Vendor Classes have the country identified first, and then it uses two other codes that are all separated by commas. Let's assume that we want a separate column for each of the three segments in this sample Vendor Class data. Let's perform this action now:

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

  2. Highlight the Vendor Class ID column. It's possible that we may want the class ID intact for some instances and broken down for others. Let's make a duplicate and keep the...