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

Data bars


Data bars are most often used to show how data points relate to each other. For example, earlier we created a pivot table with our top ten customers. It would be nice to know how much larger the top customer is when compared to the number ten customer. Data bars make this a very easy visualization to create without taking up additional space.

Let's add our top ten customers to our dashboard and create data bars to enhance the information. Since everything we need is in our pivot table, we don't have to use Get Pivot Table formulas. We can just copy our pivot table onto the dashboard.

To get our top ten customers on the dashboard:

  1. On the Dashboard worksheet, select cell K10.

  2. In cell K10, type Top 10 Customers. We'll use this later.

  3. Select the Top 10 Customers tab.

  4. Select cells A3 through B14. This should be the entire Top 10 Customers pivot table.

  5. Right-click and select Copy.

  6. Select the Dashboard worksheet.

  7. Select cell K12, right-click, and select the leftmost paste icon. Hovering over...