Book Image

Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013

By : Mark Polino
Book Image

Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013

By: Mark Polino

Overview of this book

Accounting systems like Microsoft Dynamics GP 2013 hold a wealth of information. Excel 2013 provides a great tool for linking to, extracting, analysing, and presenting that rich data to help companies make better, faster, and smarter decisions.Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 covers how to get the rich, detailed information contained in Microsoft Dynamics GP 2013 and present it in an attractive, easy-to-understand way using Excel 2013. The book shows in detail how to build great-looking dashboards that enhance a company's decision-making process.This book shows you how to get at the rich, detailed information contained in Microsoft Dynamics GP 2013 and present it in an attractive, easy-to-understand way using Excel 2013. This guide will take you from the basics of setup and deployment to creating secure, refreshable Excel reports. Using a whole host of tools available within Excel, this tutorial will show you how to visualize your data using simple conditional formatting techniques, easy-to-read charts, and allow you to make your data interactive with Slicers. Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 provides a way for you to easily build that interactive dashboard that your CFO keeps asking for.
Table of Contents (17 chapters)
Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

SQL Server Reporting Services


Microsoft provides prebuilt SQL Server Reporting Services (SSRS) reports as part of Dynamics GP 2013. Deploying SSRS reports is included as an option during installation, but they can also be installed later. SSRS provides an easy path to send information to Microsoft Excel 2013.

To demonstrate this, start in Dynamics GP 2013:

  1. Select Financial from the Navigation Pane on the left.

  2. In the List Pane above, click on Reporting Services Reports.

  3. In the center pane, scroll down and find Trial Balance Summary.

  4. Double-click on Trial Balance Summary to open the report.

  5. Once the report opens in a web browser, change the following criteria:

    • History Year: No

    • Year: 2014

    • Starting Account Number: 000-100-00

    • Ending Account Number: 999-999-99

    • Starting Date: 12/31/2013

    • Ending Date: 12/31/2014

    • Sort By: Account

  6. Click View Report in the upper-right to run the Trial Balance Summary.

  7. Select the disk icon and click Excel:

  8. If a security bar opens at the bottom asking Do you want to open or save... select Open.

  9. The Trial Balance Summary report now opens in Excel 2013.