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

Appending queries


On occasions, you may choose to append queries rather than merge them. Here's another example that will explain the difference. You have a list of customers in GP and a list of prospects in CRM. You want to combine them into a single query with Customer ID and Prospect ID in the same column; with Customer Name and Prospect Name in the same column, and so on. This is appending, and Power BI can handle this easily as well.

Let's share a few screenshots with you, rather than walking you through it step by step:

  1. First, we will perform Get Data for both data sources.

  2. We'll need to make sure the columns are in the exact same order (ID, Name, Address, and more) with the exact same column names.

  3. Make sure the columns in both queries formatted the same; for example, the ID column is formatted as text for both.

  4. Highlight one of the columns in the Query Editor and select Append Queries from the Combine area of the ribbon from the Home tab.

  5. If appending Two tables together, select the second...