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

Refreshing data


We've now covered three different methods to use shared data, two of which included the ability to share our work with others. Now we will need to cover how the data gets updated or refreshed. Making sure your data is up to date can be critical in making decisions. If the gas gauge in your car shows the amount of gas you had when you first got in the car, taking long road trips might result in a lot of walking to gas stations.

Tip

It's important to understand that a Dataset in Power BI can contain connections to multiple sources. This is particularly true of data published from Power BI. We can create data connections to GP and our CRM. Two different data sources make up one dataset when published to the Power BI service.

Types of refresh

There are four types of refresh in Power BI--Package, Model/data, Tile, and Visual container. It is important to understand the difference of each of these refresh types. Let's review each now.

The first is a Package refresh. This refreshes the...