So far, we've created pivot tables by starting in Dynamics GP 2016 and sending information to Excel. We can also use Excel 2016 to pull data out of Dynamics GP. For our dashboard, we need some sales data and receivables totals. The sales data that we want exists as a Dynamics GP data connection. The receivables data connection doesn't contain quite what we need, so we'll have to adjust it.
Let's add a sales pivot table first. To create our sales pivot table, follow these steps:
In Excel 2016, click plus (+) next to the worksheet tabs 2016 to add a new worksheet. Name the worksheet
Top Ten Customers.Select the Data tab and click on Existing Connections from the ribbon.
Click on Browse for More… and navigate to where you installed the GP 2016 data connections for the sample company. Earlier, we deployed it to
C:\GP2016XL\Data Connections\TWO.Select the
Salesdirectory and double-click onTWO SalesTransactions Posted...