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

What is Table Builder?


Before we start with the Jet Table Builder, let's review the definition of an Excel table. A table in Excel is similar to a mini database in Excel. Each row contains one and only one record, and all rows and columns are related to each other and work as one. Using a range of data in a single group (or grid), the data is easier to manage and use in other Excel features such as PivotTables. Jet Express for Excel provides us with the ability to create table directly from our GP data.

Tip

GP usually stores open, work, and history data in different tables. This is another great reason to use views. A view can be created to access all these tables so that you can have all corresponding data on the same report without having to link the tables together yourself. If you create an incorrect link, your data will not be correct.

Create a general ledger trial balance

Now, let's do what we came to do here: write a report in Excel. In the next chapter, we'll build some financials statements...