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

Summary


This chapter is like a goody bag. There are a number of things in here that can really make a dashboard sing. Each dashboard is unique. Companies have many of the same information needs, but often they need to be presented in different ways. Tools like the ones in this chapter give you options to customize a dashboard for your organization.

We've built a dashboard for Microsoft Dynamics GP 2013 from scratch using Microsoft Excel 2013. Along the way, we've explored a number of different ways to put the pieces together so that you can build one for your organization. A basic, Excel-based dashboard simply uses all of the tools common to Excel pros: pivot tables, charts, slicers, and formatting to present data in a way that's easy to understand. Connecting Excel data to the source data in Dynamics GP 2013 makes that data easy to refresh as well. Now it's your turn. Go experiment. Build something. Fail. Build something else. Succeed a little. Finally, build something great.