Index

A

• access permissions
  • granting, to users / Technical matter (in case you’re not a techie!)
• aged trial balance
  • about / Sharable aged trial balance
  • GP, setting up / Brief background of the company, Pain or goal defined
  • BI tool, selecting / BI
  • view, creating in SQL Server / Technical matter (in case you're not a techie!)
  • report, building / Non-technical matter
  • PivotTable report, creating / Non-technical matter
  • PivotTable report, using / Non-technical matter
  • detailed version, creating / What this BI content achieved
• AP Ratio
  • creating / Non-technical matter

B

• Balance sheet dashboard
  • about / Balance sheet dashboard
  • cash, managing / Brief background of the company
  • sales, defining / Pain or goal defined
  • BI, selecting / BI and BI tool chosen
  • BI tool, selecting / BI and BI tool chosen
  • BI content, building / Step-by-step guide to build the BI content
  • profit, achieving / What this BI content achieved
• bank balances, with last reconciliation date
  • company background / Brief background of the company
  • Business Analyzer report, defining / Pain or goal defined
  • BI tool, selecting / BI and BI tool chosen
  • BI, building / Step-by-step guide to build the BI content
• BI
  • working, in SQL Server / Technical matter (in case you’re not a techie!), Technical matter (in case you're not a techie!)
  • report, building / Non-technical matter, Non-technical matter
  • connection, making to GP data / Non-technical matter
  • content, achieving / What this BI content achieved
  • building / Step-by-step guide to build the BI content, Step-by-step guide to build the BI content, Step-by-step guide to build the BI content, Step-by-step guide to build the BI content
  • working, on SQL Server / Technical matter (in case you're not a techie!)
  • results, achieving / What this BI content achieved
• BI, AP to AR
  • building / Step-by-step guide to build the BI content
  • working, in SQL Server / Technical matter (in case you’re not a techie!)
  • report, building / Non-technical matter
  • performance / What this BI content achieved
• BI, dashboard of open orders
  • about / Dashboard of open orders by customer, state, item class, and salesperson
  • direct sales force, defining / Brief background of the company
  • open orders/sales, reviewing / Pain or goal defined
  • BI tool, selecting / BI
  • view, creating in SQL Server / Technical matter (in case you're not a techie!)
  • sales dashboard, creating / Non-technical matter
  • all unposted sales documents, reviewing / What this BI content achieved
• BI, dashboard of sales
  • view, creating in SQL Server / Technical matter (in case you're not a techie!)
  • report, building / Non-technical matter
  • PivotTables, adding / Non-technical matter
  • PivotChart, creating / Non-technical matter
  • Filters, defining / Non-technical matter
  • sales and gross margin by customer, evaluating / What this BI content achieved
• BI, for Bank Reconciliation
  • bank balances, with last reconciliation date / Bank balances with the last reconciliation date
• BI, items shipped
  • building / Step-by-step guide to build the BI content
  • report, building / Non-technical matter
  • phone calls for shipped orders, handling / What this BI content achieved
• BI, product manufacturer
  • about / Items sold by the manufacturer
  • direct sales force, defining / Brief background of the company
  • products, selling / Pain or goal defined
  • BI tool, selecting / BI
  • building / Step-by-step guide to build the BI content
  • SQL view, using / Technical matter (in case you're not a techie!)
  • data, connecting / Non-technical matter
  • data, preparing / Non-technical matter
  • sales, monitoring / What this BI content achieved
• BI, returned items report
  • building / Step-by-step guide to build the BI content
  • view, creating in SQL Server / Technical matter (in case you're not a techie!)
  • report, building / Non-technical matter
  • GP data. connecting to / Non-technical matter
  • in-depth return evaluation / What this BI content achieved
• BI, sharable aged trial balance
  • technical matter / Technical matter (in case you're not a techie!)
  • report, building / Non-technical matter
• BI, SOP documents on process holds
  • building / Step-by-step guide to build the BI content
  • view, creating in SQL Server / Technical matter (in case you're not a techie!)
  • report, building / Non-technical matter
  • table report, building / Non-technical matter
  • customer service, improving / What this BI content achieved
• BI, unapplied credits/payments
  • working, in SQL Server / Technical matter (in case you're not a techie!)
  • report, building / Non-technical matter (in case you're not a techie!)
• BI tools
  • used, for Microsoft Dynamics GP / Out-of-the-box BI tools for Microsoft Dynamics GP
  • Business Analyzer / Business Analyzer
  • SSRS / SQL Server Reporting Services
  • Microsoft Excel / Microsoft Excel
  • Microsoft Excel PowerPivot / Microsoft Excel PowerPivot
  • Microsoft Excel Power Query / Microsoft Excel Power Query
  • Microsoft Excel Power Map / Microsoft Excel Power Map
  • Microsoft Power BI / Microsoft Power BI
  • Microsoft Excel Power View / Microsoft Excel Power View
  • GP Analysis Cubes Library / GP Analysis Cubes library
  • SmartList / SmartList and SmartList Designer
  • SmartList Designer / SmartList and SmartList Designer
  • Management Reporter / Management Reporter
  • Microsoft SharePoint / Microsoft SharePoint
  • Microsoft Dynamics GP Workspace for Office 365 / Microsoft Dynamics GP Workspace for Office 365
• Business Analyzer / Business Analyzer
• Business Analyzer report
  • about / Pain or goal defined
• Business Intelligence (BI)
  • about / What is BI and how do I get it?
  • obtaining / What is BI and how do I get it?

C

• commission details
  • defining / Commission details
  • commissions on invoices, tracking / Brief background of the company
  • payable commission data, providing / Pain or goal defined
  • BI tool, selecting / BI and BI tool chosen
  • BI, building / Step-by-step guide to build the BI content
  • view, creating in SQL Server / Technical matter (in case you're not a techie!)
  • report, building / Non-technical matter
  • connection, creating to GP data / Non-technical matter
  • slicers, adding / Non-technical matter
  • timeline, adding / Non-technical matter
  • report, viewing / Non-technical matter
  • displaying to salespeople / What this BI content achieved
• customer sales, comparing
  • defining / Customer sales this year compared to last year
  • limited sales staff, report / Brief background of the company
  • largest revenue increase and decrease, tracking / Pain or goal defined
  • BI tool, selecting / BI
  • BI, building / Step-by-step guide to build the BI content
  • view, creating in SQL Server / Technical matter (in case you're not a techie!)
  • report, building / Non-technical matter
  • connection, creating to GP data / Non-technical matter
  • PivotTable report, building / Non-technical matter
  • visualization, customizing / Non-technical matter
  • top customers, displaying / What this BI content achieved

D

• dashboard, of sales
  • defining / Dashboard of sales by customer, state, item class, and salesperson
  • distribution company, report / Brief background of the company
  • sales information, accessing / Pain or goal defined
  • BI tool, selecting / BI
• Data Analysis Expressions (DAX)
  • about / Microsoft Excel PowerPivot
• dicing / Pain or goal defined

E

• employee list, with personal details by location
  • about / Employee list with personal details by location
  • small satellite offices / Brief background of the company
  • employees, greeting / Pain or goal defined
  • BI tool, selecting / BI and BI tool chosen
  • BI, building / Step-by-step guide to build the BI content
  • view, creating in SQL Server / Technical matter (in case you're not a techie!)
  • report, building / Non-technical matter
  • employee/employer relations, improving / What this BI content achieved
• end result
  • about / Non-technical matter, Non-technical matter, Non-technical matter
• Excel
  • about / Non-technical matter

G

• GP Analysis Cubes Library / GP Analysis Cubes library

I

• inventory adjustments
  • defining / Items on which you most frequently adjust quantities
  • big ticket items, selling / Brief background of the company
  • items, shipping / Pain or goal defined
  • BI tool, selecting / BI and BI tool chosen
  • BI, building / Step-by-step guide to build the BI content
  • view, creating in SQL Server / Technical matter (in case you're not a techie!)
  • report, building / Non-technical matter
  • connection, establishing to GP data / Non-technical matter
  • obtaining / What this BI content achieved
• inventory systems
  • about / Non-technical matter
• items shipped
  • about / Items shipped within the last 30 days with tracking numbers
  • tracking numbers, retrieving / Brief background of the company
  • order status, displaying / Pain or goal defined
  • BI tools, selecting / BI
  • BI, building / Step-by-step guide to build the BI content
  • view, creating in SQL Server / Technical matter (in case you're not a techie!)
• item status
  • defining / Items with quantities that are not available to sell and items that have not been sold within the last year
  • items for sale, preparing / Brief background of the company
  • low profit margin, defining / Pain or goal defined
  • high dollar cost, defining / Pain or goal defined
  • BI tool, selecting / BI and BI tool chosen
  • BI, building / Step-by-step guide to build the BI content
  • views, creating in SQL Server / Technical matter (in case you're not a techie!)
  • Power View dashboard, building / Non-technical matter
  • report, improving / Non-technical matter
  • inventories, selling / What this BI content achieved

K

• Key Performance Indicator (KPI) tool
  • about / Business Analyzer

M

• 12-month turnover report
  • rolling / Rolling 12-month turnover report
  • food items, selling / Brief background of the company
  • YTD, calculating / Pain or goal defined
  • BI tool, selecting / BI and BI tool chosen
  • BI, building / Step-by-step guide to build the BI content
  • view, creating in SQL Server / Technical matter (in case you're not a techie!)
  • report, building / Non-technical matter
  • custom calculations, adding / Non-technical matter
  • report, wrapping / Non-technical matter
  • chart, adding / Non-technical matter
  • low turnover rate, displaying / What this BI content achieved
• Management Reporter / Management Reporter
• Microsoft Bing
  • about / Microsoft Power BI
• Microsoft Dynamics GP
  • BI tools, using for / Out-of-the-box BI tools for Microsoft Dynamics GP
• Microsoft Dynamics GP Business Analyzer
  • about / BI and BI tool chosen
• Microsoft Dynamics GP Workspace for Office 365 / Microsoft Dynamics GP Workspace for Office 365
• Microsoft Excel / Microsoft Excel
• Microsoft Excel Power Map / Microsoft Excel Power Map
• Microsoft Excel PowerPivot / Microsoft Excel PowerPivot
• Microsoft Excel Power Query / Microsoft Excel Power Query
• Microsoft Excel Power View / Microsoft Excel Power View
• Microsoft Power BI / Microsoft Power BI
• Microsoft SharePoint / Microsoft SharePoint
  • about / BI and BI tool chosen
• Microsoft SQL Server
  • about / Non-technical matter
• money flow
  • defining / Where the money goes
  • report, defining / Brief background of the company
  • cash, spending / Pain or goal defined
  • BI tool, selecting / BI and BI tool chosen
• most invoiced and returned items
  • defining / Top 10 most invoiced and returned items
  • products, selling through eBay / Brief background of the company
  • specific kinds of items, buying / Pain or goal defined
  • BI tool, selecting / BI and BI tool chosen
  • BI, building / Step-by-step guide to build the BI content
  • view, creating in SQL Server / Technical matter (in case you're not a techie!)
  • connecting, to data / Non-technical matter
  • connecting, to GP data / Non-technical matter
  • report, building / Non-technical matter
  • slicers, adding / Non-technical matter
  • slicers, cleaning up / Non-technical matter
  • timeline, adding / Non-technical matter
  • returns, creating / What this BI content achieved

O

• old POs
  • monitoring / Open purchase orders older than 45 days
  • PO, creating / Brief background of the company
  • defining / Pain or goal defined
• old POs, monitoring
  • BI tool, selecting / BI and BI tool chosen
  • BI, building / Step-by-step guide to build the BI content
  • SQL views, using / Technical matter (in case you're not a techie!)
  • connection, creating to GP data / Non-technical matter
  • report, building / Non-technical matter
  • GP, using / Non-technical matter
  • report, options / Non-technical matter
  • report, benefits / What this BI content achieved
• Online Analytical Processing (OLAP)
  • about / GP Analysis Cubes library
• Open documents / What this BI content achieved

P

• payables management
  • unapplied credits/payments / Unapplied credits/payments, invoices on hold, and vendor holds
  • sharable aged trial balance / Sharable aged trial balance
• permissions
  • granting, to SQL users / Non-technical matter
• PivotTable
  • building / Non-technical matter
• Pivot Table report
  • building / Non-technical matter
• PivotTables and PivotCharts
  • URL / Non-technical matter
• PO
  • about / Purchase orders awaiting approval
• PO approval
  • about / Purchase orders awaiting approval
  • Purchase Order Processing (POP) module, implementing / Brief background of the company
  • Purchase Order system, implementing / Pain or goal defined
  • BI tool, selecting / BI and BI tool chosen
  • BI, building / Step-by-step guide to build the BI content
  • view, creating in SQL Server / Technical matter (in case you're not a techie!)
  • report, building / Non-technical matter
  • connection, creating to GP data / Non-technical matter
  • PivotTable report, starting / Non-technical matter
  • PO status, reviewing / What this BI content achieved
• Power View
  • about / BI and BI tool chosen
• process holds
  • about / SOP documents on process holds
• Purchase Order Processing (POP)
  • about / Brief background of the company

R

• ratio, of AP to AR
  • about / Ratio of AP to AR
  • retail/distribution company, defining / Brief background of the company
  • cash flow, improving / Pain or goal defined
  • BI, selecting / BI and BI tool chosen
  • BI tool, selecting / BI and BI tool chosen
• Reason Codes
  • about / Items on which you most frequently adjust quantities
• report
  • editing / Non-technical matter
  • formatting / Non-technical matter
• returned items report
  • about / Returned items report
  • item return, focusing / Brief background of the company
  • return information, obtaining / Pain or goal defined
  • BI tool, selecting / BI
  • BI, building / Step-by-step guide to build the BI content

S

• sharable aged trial balance
  • about / Sharable aged trial balance
  • uses / Brief background of the company
  • goal / Pain or goal defined
  • BI, selecting / BI and BI tool chosen
  • BI tool, selecting / BI and BI tool chosen
  • BI, building / Step-by-step guide to build the BI content
  • result / What this BI content achieved
• slicing / Pain or goal defined
• SmartList / SmartList and SmartList Designer
• SmartList Designer / SmartList and SmartList Designer
• SOP documents, on process holds
  • about / SOP documents on process holds
  • distribution company, report / Brief background of the company
  • narrowed down set of holds, viewing / Pain or goal defined
  • BI tool, selecting / BI
  • BI, building / BI
• SQL Report Builder 3.0
  • about / BI and BI tool chosen
• SQL Server
  • about / Step-by-step guide to build the BI content
• SQL Server 2008 R2
  • about / Technical matter (in case you're not a techie!)
• SQL Server 2012 Report Builder 3.0
  • about / Technical matter (in case you're not a techie!)
• SQL Server Analysis Services (SSAS)
  • about / GP Analysis Cubes library
• SQL Server Management Studio
  • used, for creating view / Technical matter (in case you're not a techie!)
• SQL Server Report Builder
  • about / Non-technical matter
• SQL Server System Administrator (SA)
  • about / Technical matter (in case you’re not a techie!)
• SSRS / SQL Server Reporting Services

U

• unapplied credits/payments
  • about / Unapplied credits/payments, invoices on hold, and vendor holds
  • uses / Brief background of the company
  • pain points / Pain or goal defined
  • BI, selecting / BI and BI tool chosen
  • BI tools, selecting / BI and BI tool chosen
  • BI, building / Step-by-step guide to build the BI content
  • result / What this BI content achieved