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

Typical workflow of Power BI


There is no one right way to work in Power BI. It's a very individualized product and process:

That being said, let's review the typical workflow in Power BI:

  1. A user can begin by creating a connection to data using the Power BI Desktop and pulling the data into the in-memory data model.

  2. The data is then modeled, that is, edited, transformed, and so on.

  3. Reports are built in the Power BI Desktop.

    Tip

    I like to see multiple report pages built, with each page covering a particular area. By this, I mean that if you are displaying sales information, you may have a page for products sold, customer sales, salesperson information, and so on. My reasoning is that once the visuals are in the service on a dashboard, clicking on the visual will open the report on which the visual resides. If I click on a Salesperson visual, I will probably want more information based on Sales people. Organizing your reports will achieve this kind of organization.

  4. The data connection, data, and reports...