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

Cleaning it up


The titles were the last missing element. While our dashboard has all the elements we want, it still looks like Microsoft Excel. Dashboards are about melding function and form. Our functional elements are done, but we still have some work on the form.

There is one overriding thing that you can do to clean up any Excel-based dashboard. If you do nothing else, please do this one item. That item is turn off the gridlines. Turning off gridlines is the simplest way to give a clean look to Excel data. To turn off gridlines:

  1. Select the Dashboard tab.

  2. Click on View on the ribbon.

  3. Uncheck the box marked Gridlines.

  4. Repeat this process for the other tabs.

  5. We will clean up the row and column indicators at the end. I'm leaving them in for now to finish up the formatting.

Another key design element for our dashboard is leaving enough space around the dashboard elements. Most Excel users have a reflexive love of cell A1. They feel compelled to put data in column A and row 1, but when you look...