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

Using built-in ratios


One of the things that can be hard to do when building your own dashboard is to calculate ratios. Fortunately, you're in luck. Microsoft Dynamics GP 2013 provides a set of built-in ratios including:

  • Quick Ratio

  • Debt to Equity Ratio

  • Gross Profit Margin

  • AR Days Outstanding

  • Receivables Turnover

    Note

    To use these stored procedures, users will need Execute rights to the procedure in SQL server.

These ratios are great, but they are harder to use because they are based on stored procedures. Let's take a quick look at, well, the quick ratio. To get the quick ratio for the two sample company, follow these steps:

  1. Create a new sheet in Microsoft Excel 2013.

  2. In cell B2, type 12/31/17, and in cell C2, type Year. We will need to use these for the UserDate and TimeUnit parameters in the stored procedure.

  3. Put the cursor in cell b4.

  4. Select Data | From Other Sources | From Microsoft Query.

  5. Select the Dynamics GP data source. By default, this data source is named DynGP.

  6. Scroll down and click the plus...