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

Creating Power View reports


Power View is a new data visualization tool built into Microsoft Excel 2013. At its core it behaves like a pivot table, so whether Microsoft technically calls it a pivot table or not, we're going to cover it here.

Power View reports exist on their own sheet and they can't be copied and pasted into traditional Excel sheets. So what are they good for? Well, you can do some crazy things with Power View, and it may ultimately become a great primary dashboard tool. Even though we're not going to roll it into our dashboard right now, we will set it up as a link from the main dashboard. You might also show it off to get some support for building your own dashboard.

Power View reports make great executive eye candy. For our scenario, we want to see sales by city and state in the U.S. While a pivot table could do this, a Power View map is so much cooler.

To build our Power View map:

  1. Select the Data tab and click Existing Connections from the ribbon.

  2. Click Browse for More and...