Book Image

Building Dashboards with Microsoft Dynamics GP 2016 - Second Edition

By : Mark Polino
Book Image

Building Dashboards with Microsoft Dynamics GP 2016 - Second Edition

By: Mark Polino

Overview of this book

Microsoft Dynamics GP is a complete ERP solution that is extremely beneficial for small to midsize organizations in helping them grow exponentially. The book shows you in detail how to build great-looking dashboards with Microsoft Dynamics GP that enhance a company’s decision-making processes. This guide will take you from the basics of setting up and deploying to creating secure, refreshable Excel reports. Using a whole host of tools available within Microsoft Dynamics GP and Excel, this tutorial will show you how to visualize your data using simple conditional formatting techniques and easy-to-read charts, and allow you to make your data interactive with slicers. We will also cover core topics such as Business Analyzer, Microsoft SQL Reporting services reports, BI360, and more. You will find out to use Power BI, share and refresh data and dashboards in Power BI, and use Power BI Query Editor. By the end of this book, you will have all the information required to build interactive dashboards using Dynamics GP.
Table of Contents (22 chapters)
Building Dashboards with Microsoft Dynamics GP 2016 Second Edition
Credits
About the Authors
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface
Index

Chapter 2. The Ultimate GP to Excel Tool – Refreshable Excel Reports

The easiest method of getting data out of GP into Excel is with Excel refreshable reports. These were introduced in GP version 10 and provide users with the ability to open an existing report which is connected to GP already. To get the latest data from GP you only need to use the Excel refresh button. What could be better. These work very similarly to SmartList as the data is sorted in the same way and almost all default SmartList objects have a corresponding Excel refreshable report.

Refreshable Excel reports are easy to deploy, easy to update, and easy to work with. That's why they make a great foundation for an Excel 2016 dashboard. In this chapter, you will learn how to:

  • Deploy refreshable Excel reports

  • Manage security to Excel reports

  • Run Excel reports

  • Build reports with SmartList Designer