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

Sparklines


By utilizing icons in the previous section, we can easily see if each period had an acceptable increase or if we need to be alarmed. What if we want to look for a trend? Are we steadily increasing? Decreasing? It is for these questions that Sparklines can provide value. Imagine a tiny little chart next to our set of numbers. When the focus is the numbers themselves, adding these tiny little charts (aka Sparklines) can give enough visual information to know where you need to focus your attention. Let's add them now.

Preparing for Sparklines

We'll add some Sparklines to our revenue and net income data. First, let's set up the formatting.

  1. Open the GP 2016 Dashboard.xlsx file that we've been working with.

  2. Click on the Dashboard tab to open the worksheet.

  3. Select cell I7. This should be the cell next to the header for period 4.

  4. Type Quick Trend in the cell I7 and widen the cell to ensure that it fits.

  5. Select cell H7.

  6. Select the Home tab and click on the paintbrush icon to copy the formatting...