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

Copying pivot tables


We have a pivot table for revenue, but we really need similar information to display net income on our dashboard. Fortunately, we don't have to go through that whole exercise again. Since our net income pivot table is based on the same data as our revenue pivot table, we can copy and paste. To create a net income-based pivot table:

  1. Click anywhere inside the pivot table on the Revenue tab.

  2. Select the Analyze tab under the PivotTable Tools grouping.

  3. Click Select | Entire PivotTable.

  4. Right-click in the pivot table and select Copy.

  5. Create a new sheet using the plus (+) key at the bottom.

  6. In cell A1, click on the Paste button on the Home ribbon.

Building the income pivot table

This creates a copy of the sheet on a different tab. Now we're ready to modify our copied pivot table.

  1. Select the copied pivot table and drag Account Category off of the Filter area and back into the PivotTable Fields list.

  2. Drag Posting Type into the Filter area:

  3. Open the drop-down box for the Posting Type...