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

Some more formatting


While we're formatting things, let's clean up some of the pivot tables, which we'll be using for drill-down, by adding some headings.

  1. Select the Revenue worksheet.

  2. On the left, select rows 1 and 2; not A1 and A2, the complete row.

  3. Right-click and select Insert.

  4. Type Revenue.

  5. Hit Ctrl + B to make the item bold.

    Note

    Excel offers a number of different options to format data the same way. In this case, to bold an item, we can click the large B on the ribbon or press Ctrl + B, or right-click and then select Format Cells | Font | Font Style: Bold, or expand the Font section of the ribbon and hit Bold. There are probably a few more ways. The formatting techniques in this book are designed to work consistently, but they aren't necessarily the most efficient. I want to encourage you to find the best way of formatting based on how you work.

  6. Select the Net Income worksheet.

  7. On the left, select rows 1 and 2; not just cells A1 and A2, but the complete row A.

  8. Right-click and select Insert...