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

Using drill downs in GP 2013


At its simplest, a drill down is a hyperlink that links back into Dynamics GP. When the user clicks the hyperlink, the focus changes to Microsoft Dynamics GP 2013, and the linked window opens in GP with the appropriate data. In the real world, a dashboard might display cash balances for each bank account, or checkbook in GP terms. The operating checkbook would have a hyperlink attached on the dashboard. Clicking on the link would cause the checkbook register inquiry window to open in Dynamics GP and display information from the operating checkbook.

Drill down background

There are limited training resources available around drill downs. Drill Down Builder gets only a few pages in the SmartList Builder User Guide. Other books on the market that cover SmartList Builder skip Drill Down Builder altogether. When I pushed Microsoft for a list of pre-built drill downs, it couldn't supply one. Also, Microsoft inconsistently uses the terms drill down and drillback interchangeably...