Book Image

Building Dashboards with Microsoft Dynamics GP 2016 - Second Edition

By : Mark Polino
Book Image

Building Dashboards with Microsoft Dynamics GP 2016 - Second Edition

By: Mark Polino

Overview of this book

Microsoft Dynamics GP is a complete ERP solution that is extremely beneficial for small to midsize organizations in helping them grow exponentially. The book shows you in detail how to build great-looking dashboards with Microsoft Dynamics GP that enhance a company’s decision-making processes. This guide will take you from the basics of setting up and deploying to creating secure, refreshable Excel reports. Using a whole host of tools available within Microsoft Dynamics GP and Excel, this tutorial will show you how to visualize your data using simple conditional formatting techniques and easy-to-read charts, and allow you to make your data interactive with slicers. We will also cover core topics such as Business Analyzer, Microsoft SQL Reporting services reports, BI360, and more. You will find out to use Power BI, share and refresh data and dashboards in Power BI, and use Power BI Query Editor. By the end of this book, you will have all the information required to build interactive dashboards using Dynamics GP.
Table of Contents (22 chapters)
Building Dashboards with Microsoft Dynamics GP 2016 Second Edition
Credits
About the Authors
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface
Index

Formatting as a tool


Do not postpone or ignore formatting options. It's not just about making the report pretty; it's about adding more value to the visual. Sure, you can make it more visually appealing with formatting; however, with formatting, you can also add some static information that provides more value on the report. A great example of this is the gauge, which we'll create in this chapter. When you first create the visual, the amount will always be set at 50%, which doesn't provide much value. With formatting, you can set a maximum target amount and a minimum which makes the visual more valuable, as you can see in the following screenshot:

The preceding image shows the out-of-the-box gauge on the left and the same gauge formatted on the right. If all your gauges looked like the one on the left, you might as well just list the amount, which is a card visual, rather than using a gauge.

We will cover formatting (and filtering from earlier) as we create visuals, which is next.