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

Slicers and timelines options


We've already seen how slicers and timelines provide interactivity to pivot tables. Let's spend a little more time on slicers and timelines. We can change them visually, which enables them to fit into tight spaces and/or become more visually efficient and appealing.

Slicer orientation

The two slicers that we've created so far are vertical slicers, that is, the selections are oriented up and down. Depending on how a dashboard is laid out, it may make sense to reduce the height and increase the width of the slicer visual/tile. If you are going to increase the width, you may want to increase the number of columns in the slicer. The default number of columns is one. In effect, we'll create a horizontal slicer. To create a horizontal slicer, follow these steps:

  1. Open the GP 2016 Dashboard.xlsx file that we've been working with and save it as GP 2016 DashboardTest.xlsx. This will allow you to learn about some additional options and tools before we add them to our finished...