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

Security


By default, users can view Excel reports and data connections only if they have administrative credentials on the server that is running the SQL Server and if they have access to the network share. Since this isn't a normal setup, users typically need reporting privileges in the SQL Server before they can view the Microsoft Dynamics GP data that is displayed in data connections and Excel reports.

There are three areas of security around Excel reports deployed to a network share or local drive:

  • Security to the network share/local folder

  • Security at the database level

  • Security around Excel

We'll spend a few minutes on each one.

Network share security

Realistically, network share security is normally going to be set by a network administrator. To make a shortcut for administrators, the minimum required security on the shared folder is:

  • Change option for the share tab

  • Read option for the security tab

Now, for those of you who want the version that is longer than a (as Mark Polino would say...