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

Running Excel reports


Our next step is to run an Excel report. These reports can be run from Dynamics GP 2013 or they can be directly opened in Excel 2013. We will look at both of these options.

From Dynamics GP 2013

To run an Excel report from within Dynamics GP:

  1. In the Navigation Pane on the left, click Financial. The List Pane above will change to show financial items.

  2. In the List Pane, click Excel Reports.

  3. In the Navigation List in the center, select TWO AccountSummary Default. Make sure that you select the Option column's options that includes Reports:

    Note

    Options that contain the word Reports open Excel reports. Options with Data Connections in the string indicate the data connector to build a new report, not an actual report. You can limit the Excel reports list to just Reports or Data Connections with the Add Filter button just above the Excel reports list.

  4. Double-click on the TWO AccountSummary Default item.

  5. We disabled the security warning earlier, but just in case, if Excel 2013 opens...