Book Image

Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013

By : Mark Polino
Book Image

Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013

By: Mark Polino

Overview of this book

Accounting systems like Microsoft Dynamics GP 2013 hold a wealth of information. Excel 2013 provides a great tool for linking to, extracting, analysing, and presenting that rich data to help companies make better, faster, and smarter decisions.Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 covers how to get the rich, detailed information contained in Microsoft Dynamics GP 2013 and present it in an attractive, easy-to-understand way using Excel 2013. The book shows in detail how to build great-looking dashboards that enhance a company's decision-making process.This book shows you how to get at the rich, detailed information contained in Microsoft Dynamics GP 2013 and present it in an attractive, easy-to-understand way using Excel 2013. This guide will take you from the basics of setup and deployment to creating secure, refreshable Excel reports. Using a whole host of tools available within Excel, this tutorial will show you how to visualize your data using simple conditional formatting techniques, easy-to-read charts, and allow you to make your data interactive with Slicers. Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 provides a way for you to easily build that interactive dashboard that your CFO keeps asking for.
Table of Contents (17 chapters)
Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

SmartList exports


Exporting from a SmartList to Excel is the easiest and most commonly used method in Dynamics GP to get data to Microsoft Excel. We'll practice with an Account Summary SmartList.

To export from a SmartList to Excel, follow these steps:

  1. In Dynamics GP 2013, select Microsoft Dynamics GP | SmartList.

  2. Click on the plus sign (+) next to Financial and select Account Summary.

  3. Once the SmartList finishes loading, click the large, green Excel button to export this SmartList to Excel.

    Tip

    In 2010, Microsoft revealed a previously unreleased Dex.ini switch that can dramatically improve the time it takes to export SmartLists to Microsoft Excel. The Dex.ini file is a launch file used to control system behavior, and this switch changes the behavior of an Excel export. Instead of sending data to Excel one line at a time, the switch tells Dynamics GP to bundle the SmartList lines together and send them to Excel as a group.

    This switch is unsupported and can render the results differently than the default export process. Please test this in your test system before using in production. The Dex.ini file is located in the Data folder of the Dynamics GP installation directory. To use this switch, add the following line to the Dex.ini file and restart Dynamics GP:

    SmartlistEnhancedExcelExport=TRUE