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

Sharing


We've now built this great dashboard. We can refresh it and see the latest numbers at will. Rarely are we the only users of our dashboard. We've built this dashboard to support the organization, and we've built it in a way that is easy to use and understand. Now we have to figure out how to make it available to more users. There are a number of options available. We will explore the various options, but some of them can be quite complex, so we won't go into them in detail. In the real world, if you've got a great dashboard and it makes the controller and/or the CFO happy, you'll get the resources to get it deployed.

Some common options for sharing an Excel-based dashboard include:

  • E-mail

  • Network sharing

  • Hosting via OneDrive

  • Downloading via OneDrive

  • Downloading via SharePoint

  • Hosting via SharePoint Office 365 services

  • Microsoft Power BI

We will briefly look at each of these.

The quick option – e-mail

E-mail is still the most common way to share an Excel-based dashboard, certainly at the start...