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

Microsoft Power BI


There are so many cool things to show in Microsoft Power BI that we debated what to show in the bonus chapter for a long time. Finally, we settled on creating a visual that uses a map as the foundation and creating visuals when our data source is a series of files.

The former is pretty self-explanatory. We'll create a map that displays our customer balances by the location of the customer itself. The latter is a great solution when data is fed to us through a series of files, such as from a point of sale system. A point of sale system would provide us with a report every day. These reports can be placed in a folder, and we can read all the files from the folder as if they were one data source. Although it may seem that this is a less common scenario, at some point in the future, you'll need it and be glad that you know about it.

Map of customer balances

As we already mentioned, our goal in this section is to walk you through creating a visual of a map that displays the customer...