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

Bar chart with trend line


For our dashboard, we will add a bar chart showing revenue over time to enhance our revenue table. Then, we'll layer over a line to show net income as a complement to revenue. With this technique, we can show income, even when it's technically a loss, against revenue.

Let's start building our bar chart. To build a revenue chart, follow these steps:

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

  2. Select the Dashboard worksheet.

  3. Highlight cells D7 through H8. They should contain the revenue and net income information from the table.

  4. Select the Insert tab from the ribbon.

  5. Select the icon for Combo Charts from the ribbon:

  6. The bar chart will automatically appear. Use your mouse to drag the new chart directly under the revenue table:

  7. Click anywhere on the chart (select), and the handle bars will appear around the chart. This will open a new menu option called Chart Tools:

  8. If your Revenue shows up as the bars and your Net Income shows as the line, your fine...