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

Using drill downs in GP 2016


At its simplest, a drill down is a hyperlink that links back into Dynamics GP. When the user clicks on the hyperlink, the focus changes to Microsoft Dynamics GP 2016, and the linked window opens in GP with the appropriate data. In the real world, a dashboard might display cash balances for each bank account or checkbook in GP terms. The operating checkbook would have a hyperlink attached on the dashboard. Clicking on the link would cause the checkbook register inquiry window to open in Dynamics GP and display information from the operating checkbook.

Drill down background

With regard to Dynamics GP, Microsoft uses the terms "drill down" and "drill back" interchangeably. For our purposes, they are the same thing.

A drill down link can work for inquiries and transactions throughout GP. Since there is little to no documentation on these drill downs, you would think that they would be hard to use, except that Microsoft gave us a huge shortcut. The Office Data Connector...