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

Modifying Excel reports


Despite the power of refreshable Excel reports, there can be times where you can't get to the information you need. Maybe the information is there, but it isn't formatted in the way that you want. The beauty of Excel reports is that we have the power of Excel and SQL at our fingertips. In this section, we will look at some ways to reformat data in Excel and some options to get additional information into an Excel report.

Reformatting Excel data

It is common to want to reformat information after it arrives in Excel. For example, in the Account Summary worksheet that we've been working with, it can be helpful to combine Year and Period to make sorting and understanding data easier. Because Dynamics GP 2013 automatically puts Excel data into tables, this is easy to do using Excel formulas. Excel 2013 makes it even easier with its new Flash Fill feature. Let's look at how to do it both ways.

To combine Year and Period with a formula:

  1. Open the TWO AccountSummary Report.

  2. If...