Index
A
- Account Description field / Slicer options
- Account Index for Drillback / Using drill downs
- Account Index for Journal / Using drill downs
- AccountSummary Default report / Creating pivot tables from GP 2013 data connections
- ACE
- about / Analysis Cubes
- Add Filter button / From Dynamics GP 2013
- AR days outstanding / Using built-in ratios
- Atom feed
- about / About Atom feeds
- generating, from SSRS report / Generating an Atom feed from an SSRS report
- auto refresh
- versus manual refresh / Manual versus auto refresh
B
- backgrounds
- creating / Creating backgrounds
- Fill Color feature / The Fill Color feature
- color, adding / The Fill Color feature
- picture, inserting / Inserting a picture
- inserting / Inserting a background
- bar chart
- about / Bar chart
- building, steps for / Bar chart
- with trend line / Bar chart with trend line
- BI
- about / Third-party solutions
- BI360
- URL / Third-party solutions
- BIO
- URL / Third-party solutions
- BizNet
- URL / Third-party solutions
- built-in ratios
- about / Using built-in ratios
- stored procedures / Using built-in ratios
C
- CAL / Licensing
- calculations, Excel Report Builder
- about / Calculations
- cash pivot table
- creating / Creating a cash pivot table
- Cash tab
- unhiding / Cleaning it up
- chart
- formatting / Finishing it off with sprinkles
- trend line, adding / Bar chart with trend line
- charts
- selecting / Selecting charts
- Citrix
- drill down, with Excel 2013 / Drilling down with GP 2013 and Excel 2013 on Citrix or Terminal Server
- drill down, with GP 2013 / Drilling down with GP 2013 and Excel 2013 on Citrix or Terminal Server
- cleaning up
- dashboard / Cleaning it up
- final clean up / Final cleanup
- color, background
- adding / The Fill Color feature
- color scales
- about / Color Scales
- setting up / Color Scales
- adjusting, steps for / Adjusting Color Scales
- Command text box / Modifying source data
- Command Text window / Adding a receivables pivot table
- Comments option / Management Reporter
- CPM
- about / Third-party solutions
- Create Sparklines box / Adding sparklines
- current ratio
- about / Current Ratio
- URL / Current Ratio
D
- dashboard / Preparation
- displaying / Recap
- holding, sheet creating for / Preparation
- screenshot / Recap, Recap, Recap, Good design
- cleaning up / Cleaning it up
- Receivables, linking / Cleaning it up
- Sales by City, linking / Cleaning it up
- final cleanup items / Final cleanup
- data
- getting, to Excel / Getting data to Excel
- refreshing / Refreshing the data
- copying, into PowerPivot / Copying and pasting
- pasting, into PowerPivot / Copying and pasting
- data bars
- database-level security
- about / Database-level security
- user, addding to SQL server / Database-level security
- access, granting to reporting roles / Database-level security
- data mart / Third-party solutions
- data warehouse / Analysis Cubes, Third-party solutions
- DAX formulas / DAX formulas
- debt data
- URL / Good design
- debt to equity ratio / Using built-in ratios
- deFacto Performance Management
- URL / Third-party solutions
- Dex.ini file / SmartList exports
- Disable resizing and moving checkbox, slicer / Slicer options
- Display totals at the end of each list / Options
- Document Date timeline slicer / Timeline options
- Don't move or size with cells option / Slicer options
- doughnut, speedometer chart
- building / Building a doughnut
- cutting, in half / Cutting the doughnut in half
- drill down
- Account Index for Drillback / Using drill downs
- Account Index for Journal / Using drill downs
- with GP 2013, on Terminal Server / Drilling down with GP 2013 and Excel 2013 on Citrix or Terminal Server
- with GP 2013, on Citrix / Drilling down with GP 2013 and Excel 2013 on Citrix or Terminal Server
- with Excel 2013, on Citrix / Drilling down with GP 2013 and Excel 2013 on Citrix or Terminal Server
- with Excel 2013, on Terminal Server / Drilling down with GP 2013 and Excel 2013 on Citrix or Terminal Server
- to GP 2013 on Citrix, with Excel 2013 installed / Drilling down to GP 2013 on Citrix with Excel 2013 installed locally
- complex scenarios, offering / Other complex drill down scenarios
- Drill Down Builder
- about / Drill Down Builder
- drill down elements
- dgppTopicn//DGPB/? / Drill down link structure
- Db=GP2013 / Drill down link structure
- Srv=MPOLINO2011 / Drill down link structure
- Cmp=TWO / Drill down link structure
- Prod=0 / Drill down link structure
- Act=OPEN / Drill down link structure
- Func=OpenJournalInq / Drill down link structure
- JRNENTRY=27 / Drill down link structure
- RCTRXSEQ=1 / Drill down link structure
- TRXDATE=01/01/2014 / Drill down link structure
- drill downs
- using, in Microsoft Dynamics GP 2013 / Using drill downs in GP 2013
- background / Drill down background
- using / Using drill downs
- journal entry drill down issues, fixing / Fixing the journal entry drill down problem
- link, structure / Drill down link structure
- complex / Complex drill downs
E
- e-mail option / The quick option – e-mail
- Excel
- SmartList, exporting from / SmartList exports
- Navigation List export to / Navigation List export
- Excel-based Business Intelligence options / Third-party solutions
- Excel-Based Corporate Performance Management options / Third-party solutions
- Excel-based dashboard, sharing options
- about / Sharing
- options / Sharing
- e-mail option / The quick option – e-mail
- network sharing / Network sharing
- SkyDrive, hosting via / Hosting via SkyDrive
- SkyDrive, downloading via / Downloading via SkyDrive
- SharePoint, downloading via / Downloading via SharePoint
- SharePoint Excel Services, hosting via / Hosting via SharePoint Excel Services
- Excel 2013
- security / Excel 2013 security
- Excel reports, running from / From Excel 2013
- formula-based link, building / Using drill downs
- Excel data
- reformatting / Reformatting Excel data
- Excel data model
- about / Understanding the Excel data model
- used, for joining two tables / Understanding the Excel data model
- used, for building pivot table / Understanding the Excel data model
- Excel file
- combining, with PowerPivot / Linking to a spreadsheet
- Excel macros
- creating / Creating macros
- Excel report
- publishing, requisites / Publish
- Excel Report Builder
- about / Excel Report Builder
- report, building with / Excel Report Builder
- restrictions / Restrictions
- calculations with / Calculations
- options button / Options
- publish report window / Publish
- Excel Report Builder pivot tables
- about / Excel Report Builder pivot tables
- using / Excel Report Builder pivot tables
- running, steps for / Excel Report Builder pivot tables
- Excel reports
- security / Security
- and security, URL / Excel 2013 security
- running / Running Excel reports
- modifying / Modifying Excel reports
- Excel reports, modifying
- about / Modifying Excel reports
- Excel data, reformatting / Reformatting Excel data
- source data, modifying / Modifying source data
- Excel reports, running
- from Dynamics GP 2013 / From Dynamics GP 2013
- from Excel 2013 / From Excel 2013
- manual versus auto refresh / Manual versus auto refresh
- Excel sheet
- adding from current workbook / Linking to a spreadsheet
- exponential / Bar chart with trend line
- Export range option / Management Reporter
- Export Solutions option / Creating an export solution
F
- F9
- URL / Third-party solutions
- Fill Color feature / The Fill Color feature
- Flash Fill feature / Reformatting Excel data
- Format Data Labels section / Pie chart
- Format Data Options sidebar / Cutting the doughnut in half
- Format Data Point sidebar / Building a doughnut, Cutting the doughnut in half
- formatting
- about / Formatting, Some more formatting
- recommendations / Some more formatting
- Format Trendline sidebar / Bar chart with trend line
- formula-based link
- building, in Excel 2013 / Using drill downs
G
- Get Pivot Data
- about / Get Pivot Data
- revenue pivot table / Revenue
- net income pivot table / Net Income
- formatting / Formatting
- GP 2013 data connections
- pivot tables, creating from / Creating pivot tables from GP 2013 data connections
- GP 2013 Excel report data
- pivot tables, creating from / Creating pivot tables from GP 2013 Excel report data
- green/yellow/red limit
- about / The green/yellow/red limit
- Gross profit margin / Using built-in ratios
H
- Header element, timeline / Timeline options
- headers
- about / Adding headers
- adding / Adding headers
- hide items with no data option / Slicer options
- hyperlinks
- about / Learning about hyperlinks
I
- icon sets
- Import Data window / Building the sales pivot table, Adding a receivables pivot table
- income pivot table
- building / Building the income pivot table
- Insert tab / Bar chart
J
- Jet Reports
- URL / Third-party solutions
- journal entry drill down
- issues, fixing / Fixing the journal entry drill down problem
L
- licensing model / Licensing
- line
- adding, steps for / Adding a line
- linear / Bar chart with trend line
- links, drill back
- making invisible / Cleaning it up
- links, drill down
- structure / Drill down link structure
- for journal entry / Drill down link structure
- logarithmic / Bar chart with trend line
- logo
- adding / Adding a logo
- adding, steps for / Adding a logo
M
- Management Reporter
- about / Management Reporter
- Export range option / Management Reporter
- Report Type option / Management Reporter
- Comments option / Management Reporter
- Microsoft Excel options section / Management Reporter
- manual refresh
- versus auto refresh / Manual versus auto refresh
- Microsoft Dashboard
- about / Microsoft Dashboard
- sample dashboard, URL / Microsoft Dashboard
- Microsoft Dynamics GP 2013
- report writer / Report writer
- Microsoft Query / Microsoft Query
- SQL Server Reporting Services (SSRS) report / SQL Server Reporting Services
- Management Reporter / Management Reporter
- SQL Server Management Studio / SQL Server Management Studio
- Analysis Cubes for Excel (ACE) / Analysis Cubes
- third-party solutions / Third-party solutions
- licensing model / Licensing
- Excel reports, running from / From Dynamics GP 2013
- drill downs, using / Using drill downs in GP 2013
- built-in ratios / Using built-in ratios
- Microsoft Excel 2013
- negative data bars / Negative data bars
- quick analysis / Quick Analysis
- Microsoft Excel options section / Management Reporter
- Microsoft Query
- about / Microsoft Query
- direct connection, adding between GP and Excel / Microsoft Query
- Move and size with cells option / Slicer options
- Move but don't size with cells option / Slicer options
- moving average / Bar chart with trend line
- Mr. Excel
- URL / Resources
- multicompany report / Options
N
- Navigation List export
- about / Navigation List export
- to Excel / Navigation List export
- needle, speedometer chart
- building / Building a needle
- negative data bars
- about / Negative data bars
- Net Income graph / Creating slicers
- net income pivot table
- about / Net Income
- network share security
- about / Network share security
- network sharing option / Network sharing
O
- ODBC / Microsoft Query
- ODC
- about / Office data connections
- connection information, saving / Office data connections
- connection file, applying to specific workbook / Office data connections
- Office Clip Art search box / Adding a logo
- Office Data Connection (ODC) file / The quick option – e-mail
- OLAP Office
- URL / Third-party solutions
- OLAP tool
- about / Analysis Cubes
- options button, Excel Report Builder
P
- Perceptual Edge
- URL / Selecting charts
- Period ID slicer / Creating slicers
- period slicer / Creating slicers
- picture, background
- inserting / Inserting a picture
- pie chart
- pivot table
- creating, from PowerPivot data / Creating a pivot table
- two tables building, Excel data model used / Understanding the Excel data model
- PivotTable Fields box / Building a pivot table
- pivot tables
- creating, from GP 2013 Excel report data / Creating pivot tables from GP 2013 Excel report data
- data, getting to Excel / Getting data to Excel
- building, steps for / Building a pivot table
- creating, from GP 2013 data connections / Creating pivot tables from GP 2013 data connections
- revenue pivot table, building / Building a revenue pivot table
- copying / Copying pivot tables
- income pivot table, building / Building the income pivot table
- cash pivot table, creating / Creating a cash pivot table
- connected pivot tables, creating from inside Excel / Creating connected pivot tables from inside Excel
- sales pivot table, building / Building the sales pivot table
- receivables pivot table, adding / Adding a receivables pivot table
- Excel Report Builder pivot tables / Excel Report Builder pivot tables
- Excel report based on / Excel Report Builder pivot tables
- Plaza One / Data bars
- polynomial / Bar chart with trend line
- POSITION AND LAYOUT section, slicer / Slicer options
- Posting Type filter / Building the income pivot table
- power / Bar chart with trend line
- PowerPivot
- basics / PowerPivot Basics
- data, pasting into / Copying and pasting
- data, copying into / Copying and pasting
- Excel sheet, adding from current workbook / Linking to a spreadsheet
- Excel file getting, steps for / Linking to a spreadsheet
- Excel file, combining / Linking to a spreadsheet
- relationship between two datasets, creating / Linking to a spreadsheet
- SQL Server, connecting via / Connecting via SQL Server
- about / More PowerPivot options
- data rows / Millions of rows of data
- DAX formulas / DAX formulas
- SharePoint / SharePoint
- resources / Resources
- PowerPivot data
- pivot table, creating from / Creating a pivot table
- PowerPivotPro
- URL / Resources
- Power View reports
- about / Creating Power View reports
- building, steps for / Creating Power View reports
- properties section, slicer / Slicer options
- Prophix
- URL / Third-party solutions
- publish report window, Excel Report Builder
- about / Publish
Q
- Qbica
- URL / Third-party solutions
- quick analysis
- about / Quick Analysis
- data / Quick Analysis
- quick ratio / Using built-in ratios
R
- Receivables
- linking, to dashboard / Cleaning it up
- receivables pivot table
- adding / Adding a receivables pivot table
- receivables turnover / Using built-in ratios
- Refresh button / About Atom feeds
- regression analysis
- about / Bar chart with trend line
- relationships
- about / Learning about relationships
- release to manufacturing (RTM) / Fixing the journal entry drill down problem
- reporting roles
- access, granting to / Database-level security
- Reports Options / Timeline options
- Report Type option / Management Reporter
- report writer, Microsoft Dynamics GP 2013
- about / Report writer
- data, getting in Escel / Report writer
- resources, PowerPivot
- restrictions, Excel Report Builder
- about / Restrictions
- revenue pivot table
- building / Building a revenue pivot table
- about / Revenue
- Revenue tab / Revenue
- Revenue worksheet / Creating slicers
- rpt_accounting manager role / Database-level security
S
- Sales by City
- linking, to dashboard / Cleaning it up
- sales pivot table
- building / Building the sales pivot table
- Scrollbar element, timeline / Timeline options
- Section Label element, timeline / Timeline options
- security, Excel reports
- network share security / Security, Network share security
- database-level security / Security, Database-level security
- Excel 2013 security / Security, Excel 2013 security
- Excel security message, disabling / Excel 2013 security
- SharePoint
- downloading via / Downloading via SharePoint
- SharePoint Excel Services
- sharing via / Hosting via SharePoint Excel Services
- show items with no data last option / Slicer options
- SkyDrive
- hosting via / Hosting via SkyDrive
- downloading via / Downloading via SkyDrive
- slicers
- about / Learning about slicers, Slicer options
- creating, steps for / Creating slicers
- period slicer, adding / Creating slicers
- connecting / Connecting slicers
- orientation / Slicer orientation
- options / Slicer options
- Move but don't size with cells option / Slicer options
- Don't move or size with cells option / Slicer options
- additional options / Slicer options
- hide items with no data option / Slicer options
- visually indicate items with no data option / Slicer options
- show items with no data last option / Slicer options
- Year (Horizontal) slicer / Slicer options
- Slicer Tools Options tab / Slicer orientation
- SmartList
- exporting from, to Excel / SmartList exports
- SmartList builder manual
- URL / Publish
- SmartList Export Solutions
- about / SmartList Export Solutions
- setting up / Getting ready
- Excel macros, creating / Creating macros
- creating / Creating an export solution
- Navigation List export / Navigation List export
- Sort option / Building the sales pivot table
- source data
- modifying / Modifying source data
- sparklines
- about / Sparklines
- preparing for / Preparing for sparklines
- adding / Adding sparklines
- idiosyncrasies / Sparkline idiosyncrasies
- deleting / Deleting sparklines
- data, changing / Changing sparkline data
- Sparkline Tools Design tab / Adding sparklines
- speedometer chart
- about / Speedometer chart
- doughnut, building / Building a doughnut
- doughnut, cutting in half / Cutting the doughnut in half
- needle, building / Building a needle
- URL / Finishing it off with sprinkles
- SQL Server
- connecting, to PowerPivot / Connecting via SQL Server
- SQL server
- user, adding to / Database-level security
- SQL Server Management Studio
- about / SQL Server Management Studio
- SSRS
- about / SQL Server Reporting Services, SQL Server Reporting Services (SSRS)
- native connections / SSRS native connections
- SSRS report
- Atom feed, generating from / Generating an Atom feed from an SSRS report
- stored procedures, built-in ratios
- quick ratio / Using built-in ratios
- debt to equity ratio / Using built-in ratios
- Gross profit margin / Using built-in ratios
- AR days outstanding / Using built-in ratios
- receivables turnover / Using built-in ratios
- styles section, timeline / Timeline options
- Support Debugging Tool
- URL / Microsoft Query
T
- tables
- building, Excel data model used / Understanding the Excel data model
- Terminal Server
- drill down, with Excel 2013 / Drilling down with GP 2013 and Excel 2013 on Citrix or Terminal Server
- drill down, with GP 2013 / Drilling down with GP 2013 and Excel 2013 on Citrix or Terminal Server
- third-party solutions
- about / Third-party solutions
- Time Level element, timeline / Timeline options
- timeline
- about / Timeline
- adding, for Top 10 Customers pivot table / Timeline
- options / Timeline options
- Document Date timeline slicer / Timeline options
- Timeline Tools Options ribbon / Timeline options
- Timeline Caption field / Timeline options
- Reports Options / Timeline options
- styles section / Timeline options
- Header element / Timeline options
- Section Label element / Timeline options
- Scrollbar element / Timeline options
- Time Level element / Timeline options
- Timeline Caption field / Timeline options
- Timeline Tools Options ribbon / Timeline options
- Top 10 Customers pivot table
- trend line
- building, into chart / Bar chart with trend line
- adding, steps for / Bar chart with trend line
- Two Account SummaryDefault Excel report / Getting data to Excel
- TWO AccountSummary Default item / From Dynamics GP 2013
U
- user
- adding, to SQL server / Database-level security
V
- visually indicate items with no data option / Slicer options
- Vivid Reports
- URL / Third-party solutions
W
- Windows Azure Marketplace
- about / Windows Azure Marketplace
Y
- Year (Horizontal) slicer / Slicer orientation, Slicer options