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

Online Services


Online Services work very much the same way as organizational content packs. They contain connection information for datasets, reports, and usually dashboards. There are, however, some major differences that are listed as follows:

  • Online services connect to data that is in the cloud. This will likely be an application (or Software as a Service/Saas) to which you subscribe.

  • The content (reports and dashboards) is created by the software company, not the users, although users can edit and create their own reports and dashboards after they connect to the service.

  • Connecting to online services does not require Power BI Pro; anyone with a Power BI account (free or paid) can connect, provided they have an account with the application the online services connects with.

Let's walk through an example of connecting to an online service.

Tip

As we have no way of knowing what applications the reader will use, we'll just show you how we can connect to one of our subscription applications.

You...