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

Learning about slicers


Slicers provide interactivity to pivot tables. The simplest definition is that they are replacements for pivot table filters, but that doesn’t do them justice. Slicers don’t have to be tied to filters, and a slicer can be applied without creating a filter. The key is that slicers are generally easier to use than filters for end users. Some examples of this include:

  • When multiple filters are applied at the same level (such as the Year and Period column filters on our Revenue pivot), it can be confusing to the user to select the right level to change the filter.

  • Slicers follow the familiar pattern of using the Shift key to select all items in a range and the Ctrl key to select non-sequential items.

  • Slicers can be shared across multiple pivot tables, so one change by the user can affect data in several tables. Filters don’t work this way.

  • Slicers provide greater formatting options, making it easier to build a good-looking dashboard. They can also be formatted with an Excel...