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

Chapter 3. Pivot Tables – The Basic Building Blocks

Pivot tables are the basic building blocks of analysis in Excel. The same concept of establishing the pivot table elements, that is, Rows (required), Values (required), Columns (optional), and Filters (optional), are used within most of the Microsoft-reporting tools. Very often, I am asked how someone can make a pivot table look like a report and not like a table. With a few clicks of the mouse, your pivot table can become a professional, easy-to-read report.

At their most complex, these tables provide infinite ways to analyze and visualize data. We can't fit an infinite number of ways in this book, so we'll use some common scenarios here.

In this chapter, we will start building our Dynamics GP dashboard by learning about:

  • Creating pivot tables from GP 2016 Excel report data

  • Creating pivot tables from GP 2016 data connections

  • Copying pivot tables

  • Creating connected pivot tables from Excel

In the next few of chapters of this book, we will build...