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

Removing unnecessary column(s)


Before we renamed the columns in the last section, we mentioned three big rules. The second rule is removing unnecessary columns. You can right-click on a column and select Remove to delete the column, like you do in Excel. You can even highlight the columns you want to keep and right-click and Remove Other Columns. We do not like this method. It's tedious and doesn't allow for easy editing using the gear in the APPLIED STEPS. Instead, we prefer using the Choose Columns option.

Let's remove all the unnecessary columns on the Vendors query. We'll need to make sure to keep the columns that have already been used:

  1. In Query Editor, select the query Vendors in the Queries pane.

  2. Select Choose Columns icon on the Manage Columns section of the Home tab:

  3. The Choose Columns window will open. Unmark (Select All Columns) to unmark everything, and then mark the following columns:Vendor ID, Vendor Name, Address 1, Address 2, City, State, Zip Code, 1099 Type, Current Balance...