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

Bar chart


For our dashboard we're going to add a bar chart showing revenue over time to enhance our revenue table. Then we'll layer over a line to show net income as a complement to revenue. With this technique, we can show income, even when it's technically a loss, against revenue.

Let's start building our bar chart. To build a revenue chart:

  1. Open the GP 2013 Dashboard.xlsx file that we've been working with.

  2. Select the Dashboard worksheet.

  3. Highlight cells D7 through H8. This should be the revenue and net income information from the table.

  4. Select the Insert tab from the ribbon.

  5. Select Recommended Charts from the ribbon.

  6. Select the first option, Clustered Column, and click OK.

  7. Drag the chart to anchor the upper-left corner in cell D10.

Adding a line

Let's see how we can add a line:

  1. Right-click on the chart and select Change Chart Type.

  2. Select Combo on the left.

  3. Select the first option on the top right, Clustered Column – Line and click OK.

  4. Click on the chart title and rename it Revenue and Net Income.

  5. Save...