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

Some more formatting


Let's wrap up this dashboard with just a few final formatting touches. We'll add a title and adjust the background using these steps:

  1. Click in cell B2 and enter Fabrikam Financial Dashboard.

  2. Click on the Home tab and change the font size to 20:

  3. Click on the View Tab and unmark Gridlines. This will create a blank white background:

Finally, let's fill in the background with a color.

  1. Right-click on the gray header cell between A and 1 (it resembles a triangle) to select the entire sheet and pull up the floating formatting menu:

  2. Select the Fill icon dropdown (it looks like an arrow to the right of the paint bucket) and select your background color. Click anywhere in a cell to close the floating formatting menu:

If you want to add a logo, you can go to Insert | Pictures. There are a lot of other things we can do to make this dashboard better, from both a functional and formatting point of view. The goal here is to provide you with an introduction. Here is our final dashboard: