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

Refreshing the data


One problem with hiding the ribbon is that it makes it hard for the user to refresh the data. Certainly the Refresh data when opening the file or the Refresh every 60 (you define the number of) minutes settings in the data sources can help with that, but there are plenty of good reasons for a user to want to be able to refresh data on demand. Pressing Alt + F5 on the keyboard will also refresh all, so that is an option when the ribbon is hidden.

You can put a note in the sheet to remind folks how to complete an on-demand refresh with the button or with Alt + F5. We've tried to minimize the effort on the part of the user, but we are asking users to interpret and make decisions based on the data in this dashboard. Learning to click on the Refresh All or a simple keystroke combination button should be within their skill set.