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

Power BI Template


I've already mentioned just sharing the file Power BI Desktop (*.pbix) file created as a means of sharing prebuilt reports. There are two problems with this option. One, who has the original, and if it gets changed then is it still something that is sharable? Two, there is data stored in the file so it could get quite large, eating up unnecessary hard drive (or cloud storage) space. Both of these issues can be resolved by exporting our Power BI Desktop reports to a template format (*.pbit).

Let's create a template from the AP Information Power BI Desktop file that we created:

  1. Open the Power BI Desktop VendorInfo.pbix file that we created earlier.

  2. On the menu, click on File | Export | Power BI Template:

  3. The Export Template window will open. Enter a description of the template. Click on OK.

  4. Save the template in a secure location. You'll notice that the template will use the same name as the Power BI Desktop report, but it will have a .pbit extension.

You have now created a template...