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

Other cool Excel stuff


Let's take a look at all the other exciting stuff that Excel has in store for us!

Adding a logo

In almost every case, you'll want to add a company logo to a dashboard. Logos help dress up even a plain dashboard. Often, they end up in the left-hand corner, so you may need to move your titles around. They don't have to end up there though.

For our example, I wanted something available to every Excel user, so we'll use a star symbol available in Excel 2016 as our company logo. Perform these steps to add a logo:

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

  2. Select the Dashboard tab.

  3. On the ribbon, go to Insert | Illustrations | Pictures Online.

  4. In the Bing Image Search box, type Star and press Enter:

  5. Select the star you wish to use and click on Insert.

  6. Drag the star to your desired location. I chose to insert it directly under column I.

  7. Use the handles to resize the star to fit in the unused space:

For your company logo, your process will be slightly different...