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

Creating a pivot table


We've looked at a bunch of tools to bring data into PowerPivot and link our data together. The payoff comes when you start to analyze this data with pivot tables. So, let's create a pivot table from PowerPivot data.

  1. In the PowerPivotSample.xlsx file that we've been working with, select the Home tab.

  2. Click the PivotTable icon in the center.

  3. Select New Worksheet in the pop-up box.

    An empty pivot table opens in Excel 2013.

    Note

    Notice that, unlike a regular Excel pivot table, there are three sources of data for you to choose fields from.

  4. Drag Account Number from under AccountSummary and drop it in the Rows area to analyze data by account.

  5. Also under AccountSummary, drag Year into Filters to limit our data to specific years.

  6. For the last item under AccountSummary, drag CalculatedColumn1 into the Values section.

  7. Under Accounts Default, drag Posting Type into Filters, under Year. This way we can easily analyze Balance Sheet versus Income Statement accounts.

  8. Under GL00105, drag ACTNUMBER_1...