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

Transforming data


Sometimes, the data is in the field correctly, but it is not capitalized the way you want or there are blank spaces at the end of the field. This will happen more than you would expect. Power BI can handle these situations as well.

Trim a little off the top, the right, the left, and so on

In a database, a single field will have a maximum allowable length. Occasionally, all data in those fields will be the maximum length, even when spaces are used to fill the empty spots. Imagine you have a Vendor ID field with a maximum allowable length of 16 characters, which is the case in Microsoft Dynamics GP. In some tables, Vendor ID ABC001, which is actually six characters, will fill the entire space so 10 blank spaces are at the end. Normally, these blank spaces are not an issue; although, it will take longer to extract the data because it has to pull each blank space as well. If it were just a matter of data extraction, we probably wouldn't even address this issue in this introduction...