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

Merging queries


One of the most powerful (pun intended) benefits of Power BI is the ability to bring data in from multiple data sources. Frequently, these disparate data sources can be combined together as a single data source for easier visual creation.

Although our Vendors query and our AP Document Details query come from the same SQL Server database, we'll merge them together as a single query. This is not an uncommon practice. Occasionally, you'll likely find yourself in a position where you want to join separate tables or views within GP together into a single query. Let's add the vendor class and the address (from the Vendors query) to the AP Document Details query:

  1. In Query Editor, select the AP Document Details query in the Queries pane. Although we can create an entirely new query by merging the two columns together, we'll just add the new column that we want from the Vendors query in the AP Document Details query.

  2. Select the words Merge Queries from the Combine area of the ribbon...