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

Recap


In the previous chapter, we reviewed why Jet Express for GP is now free and available for all GP users. We also used the Jet Table Builder to create an Excel table to generate the effect of a general ledger trial balance. While the Table Builder is a great tool, it does not provide users with an easy method of getting the data from a table into a format that looks like the traditional balance sheet, or profit and loss statement. The Jet Express for GP GL function makes creating financial statements a snap. The GL function only reads data from the general ledger transactions, so we'll use the GL function to create reports for this chapter.

Tip

Create reports in the order of this chapter. Start with the balance sheet, then the profit and loss and, finally, the additional elements. To maximize your learning experience, we will use different approaches for each topic beginning with the easiest approach.