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

Building a profit and loss statement


The simple balance sheet we created has a line for net profit and loss, so now we need a statement that breaks out how this number was determined. As we build a simple profit and loss statement, we'll build on what you've learned building the balance sheet. We'll take a different approach to selecting accounts and period ranges:

Tip

Do not make yourself crazy, like I did when I was building these reports the first time. When comparing my balance sheet to my profit and loss statement, I was off. After a while, I noticed there was a Profit and Loss account that had a Balance Sheet category. As my balance sheet was based on categories, and my profit and loss statement was built on accounts, the account was on both reports. Learn from my frustration.

Let's begin building a statement that should look like the above screenshot when we are finished:

  1. Open the Excel report we used for the balance sheet, which is FinancialStatements.xlsx.

  2. Create a new tab and rename...