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

Copying pivot tables


We have a pivot table for revenue, but we really need similar information to display net income on our dashboard. Fortunately, we don't have to go through that whole exercise again. Since our net income pivot table is based on the same data as our revenue pivot table, we can copy and paste. To create a net income based pivot table, follow these steps:

  1. Click anywhere inside the pivot table on the Revenue tab.

  2. Select the Analyze tab under the PivotTable Tools grouping.

  3. Go to Select | Entire PivotTable.

  4. Right-click on the pivot table and select Copy.

  5. Create a new sheet using the plus (+) key at the bottom.

  6. In cell A1, click on the Paste button on the Home ribbon.

Building a net income pivot table

This creates a copy of the sheet on a different tab. Now, we're ready to modify our copied pivot table. Follow these steps:

  1. Select the copied pivot table and drag Account Category off the Filters area and back into the PivotTable Fields list.

  2. Drag Posting Type into the Filters area:

  3. Open...