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

Recap


Before we begin with Jet Reports, let's review what we've done so far. We've connected to GP data for use in Excel in a variety of ways, using several of these methods to create an Excel dashboard. Now that we are moving into Jet Reports, we'll begin using a combination of Jet Express for GP and native Excel functions to create a general ledger trial balance. Once you obtain these skills, you can tap into pretty much any GP data (that you have the rights to) and create an Excel table and, therefore, some power Excel reports.

Here is a sample of the report we will build in this chapter. This sample is currently only reviewing the accounts for the cost of goods sold for a fiscal period: