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

Learning about hyperlinks


Hyperlinks are a feature of Excel 2013 that have been in the product for a while. Links can be built via the interface or with a formula. They provide a great way to link sheets together for the user.

In the previous chapters, we added additional information to our Revenue and Net Income tabs. We'll start by linking these tabs to our dashboard. To build our hyperlinks:

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

  2. On the Dashboard tab, select cell D7. This should be the Revenue label.

  3. Click on Insert | Hyperlink on the Excel ribbon.

  4. In the Link to: section, on the left-hand side, select Place in This Document.

  5. In the center section, under Or select a place in this document:, pick Revenue, as shown in the following screenshot:

  6. Click on OK. The Revenue label will turn blue and be underlined indicating a hyperlink, as shown in the following screenshot:

  7. Click the new Revenue link to drill down to the Revenue tab.

We need to do the same thing for the net...