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

Final cleanup


When you are sure that you have the dashboard you want, there are a couple of final cleanup items. It's often helpful to turn off Excel Headings and the Formula Bar. It can be helpful to hide the ribbon. One caution though: if you need to make changes, you'll find that you need to turn these on again to really get anything done. Make sure that you are done with changes before taking these steps.

Headings are the column and row letters and numbers. Turning them off really makes the Excel look and feel disappear. To turn off headings:

  1. Select View on the ribbon.

  2. Uncheck the box next to Headings.

  3. Repeat this process for each tab.

Gridlines and Headings can be turned on and off for each tab. The formula bar is universal. It's either on or off. If you turn it off, it's off for all the tabs. To turn off the formula bar:

  1. Select View on the ribbon.

  2. Uncheck the box next to Formula Bar.

Finally, we can hide the ribbon for the full application effect. To hide the ribbon, follow these steps...