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 4. Making Your Data Visually Appealing and Meaningful with Formatting, Conditional Formatting, and Charts

Now that we have our data elements for a dashboard, we'll start pulling the pieces together and format them. When presenting on dashboards, I often talk about the dashboard in my car. Yes, I know, so does everyone else, but I have a different twist on it. I talk specifically about the gas tank gauge. If it wasn't there, how often would you buy gas, or worse, run out of gas? No doubt, we'd all carry around a canister of spare gas, just in case. With the normal gas gauge of empty to full, you can figure out how much gas you have with a little math, provided you know how big your tank is. Trust me, nobody wants me driving while doing math in my head. Would that be a Driving While Ciphering (DWC)? Anyway, with the newer visuals of how far I can go with the gas I have in my tank, based on my average driving, I can make informed decisions. That's what a financial dashboard is all about...