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

Creating pivot tables from GP 2013 Excel report data


The starting point for pivot tables is simply to use data in Microsoft Excel 2013. Pivot tables are one of those Excel features that remain a mystery for many people but are really very easy to use. In fact, their ease of use often disguises how powerful pivot tables really are.

Getting data to Excel

To build our first pivot table, let's start with the Two Account SummaryDefault Excel report that we used in Chapter 2, The Ultimate GP to Excel Tool: Refreshable Excel Reports.

  1. In Dynamics GP, on the Navigation Pane on the left, click Financial. The List Pane above will change to show financial items.

  2. In the List Pane, click Excel Reports.

  3. In the Navigation List in the center, select TWO AccountSummary Default. Make sure that you select items where the Option includes Reports.

  4. Double-click the TWO AccountSummary Default item.

  5. In Chapter 2, The Ultimate GP to Excel Tool: Refreshable Excel Reports, we looked at how to turn off the Excel 2013 security...