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

Chapter 7. Drilling Back to Source Data in Dynamics GP 2013

Once you deploy a dashboard, it's inevitable that someone will want more information. They won't believe a number and will want to know the detail that makes up a balance. A great way to manage this is to build a couple of dashboards. Usually, this looks like a primary dashboard with secondary dashboards that break out more information about sales, cash, or departments. We've done this on a very simple level with our Revenue and Net Income tabs. They provide additional detail to expand on the main dashboard numbers.

Another great way to deal with the need for detail, and to take your dashboard beyond what everyone else is doing, is to allow users to drill down into specific transactions or accounts in Microsoft Dynamics GP 2013. In this chapter, we will look at drill down options including:

  • Hyperlinks

  • Using drill downs present in GP 2013

  • The structure of a drill down

  • Building your own links with Drill Down Builder

  • Drill downs in complex...