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

Preparation


The idea behind any financial dashboard is to give users a snapshot of key business metrics. On a car dashboard, more important information is given greater weight, that is, the gauges are bigger, placed in the center, and so on. Periodically important data is highlighted as necessary, for example, when the low fuel light comes on to ensure that you are paying attention to the fuel gauge. It doesn't hurt to think that way for financial dashboards as well. We don't want to clutter up our dashboard with too much information.

Now that we have the data that we need, we need to set up a sheet to hold our dashboard. To create a new sheet, follow these steps:

  1. Open the GP 2016 Dashboard.xlsx file that we saved in the previous chapter.

  2. At the bottom of the sheet to the right of the tabs, click on the plus (+) button to create a new sheet.

  3. Use the left mouse button to drag the new sheet all the way to the left, making it the first sheet on the left-hand side.

  4. Right-click on the sheet name and...