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

Adding a logo


In almost every case, you'll want to add a company logo to the dashboard. Logos help dress up even a plain dashboard. Often they end up in the left-hand corner, so you may need to move your titles around. They don't have to end up there though.

For our example, I wanted something available to every Excel user, so we'll use a star symbol available in Excel 2013 as our company logo.

To add our sample logo, follow these steps:

  1. Select the Dashboard tab.

  2. On the ribbon, select Insert | Pictures Online.

  3. In the Office Clip Art search box, type Gold Star and hit Enter.

  4. Select the first gold star on the left-hand side and click on Insert.

  5. Drag the star into the area under column H at the top of the sheet.

  6. Use the handles to resize the star to fit in the white space below column H.

For your company logo, your process will typically be slightly different. I needed a graphic that everyone has access to. Your process will probably look more like the following steps:

  1. Select the Dashboard tab.

  2. On the...