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

Getting data from folders


In this final source of getting data, we'll review folders. Sometimes, you'll get information from sources in individual files, but you need to report on all the data as one file. Maybe it's sales information being polled monthly from a point of sale system. You could create a separate Query for each month, but at the end of one year, you would have 12 separate Queries. What if you have 10 stores? At the end of the year, you would have 120 separate Queries. Not only is that more Queries for a single source than you would want to have, you wouldn't want to have to create a new Query each month. If the data is in the same format and in the same file type, you can just get the data from the folder, rather than individual files.

We will not be walking through getting data from a folder in this chapter. We'll cover it when we review editing/modeling data. It is the Query Editor tool that makes data usable as one complete data source. Use the Get Data window to connect...