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 5. Drilling Back to the Source Data and Other Cool Stuff

Our dashboard is looking great and is already providing real value. Now, let's polish it and add some additional functionality.

Once you deploy a dashboard, it's obvious that people would want more information. A great way to manage this is to build a couple of dashboards. Usually, this looks like a primary dashboard with secondary dashboards that break out more information about sales, cash, or departments. We've done this at a very simple level with our Revenue tab and Net Income tabs. Another great way to deal with the need for detail and to take your dashboard beyond what everyone else is doing is to allow users to drill down into specific transactions or accounts in Microsoft Dynamics GP 2016.

In this chapter, we will look at the following topics:

  • Slicer and timeline options

  • Hyperlinks and drill downs

  • Other cool Excel stuff

  • Refreshing data

  • Final cleanup

  • Sharing