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

Creating a dashboard


We have our report uploaded in the service. Now, we'll want to create a dashboard. The school of thought is that you can have several reports combined from several different data sources in your service. You may want to combine these visuals together and consume bits and pieces of each report in a single view. Dashboards are just that--a single compilation of visuals from reports. You can have as many reports and dashboards as you like or need, provided you do not exceed the space allotted to you by Microsoft.

Note

The free version of Power BI allows you 1 gigabyte of data per user, while the paid version allows you 10 gigabytes of data per user.

Now, let's create a dashboard from the visuals on our current payables report by following these steps:

  1. Go to www.PowerBI.com and log in using your Power BI account, if you are not already logged in.

  2. Click on the ellipsis next to VendorInfo under Reports on the Power BI navigation bar on the left:

    Tip

    If you do not see the navigation...