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

Security


By default, users can view Excel reports and data connections only if they have administrative credentials on the server that is running SQL Server and if they have access to the network share. Since this isn't a normal setup, users typically need reporting privileges in SQL Server before they can view the Microsoft Dynamics GP data that is displayed in data connections and Excel reports.

There are three areas of security around Excel reports deployed to a network share or local drive:

  • Security to the network share/local folder

  • Security at the database level

  • Security around Excel

We'll spend a few minutes with each one.

Network share security

Realistically, network share security is normally going to be set by a network administrator. To shortcut this for administrators, the minimum required security on the shared folder is:

  • Change for the share tab

  • Read for the security tab

Now, for those of you who want the version that is longer than a Latvian wiener dog:

  1. In Windows Explorer, right-click...