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

Excel Report Builder


For those who want to build their own Excel reports without learning even minimal SQL or messing with Excel's connection properties, Microsoft offers an optional Excel Report Builder module as a component of SmartList builder. Excel Report Builder allows users to build and deploy their own Excel reports. A full treatment of Excel Report Builder is beyond what we can cover in this chapter, but we'll hit the highlights, along with a few things that don't normally get covered. First we'll look at building a basic report with Excel Report Builder and then we'll explore some of the special things you can do with it.

To build a basic report with Excel Report Builder, open Dynamics GP 2013 and follow these steps:

  1. In GP 2013, select Microsoft Dynamics GP | Tools | SmartList Builder | Excel Report Builder | Excel Report Builder.

  2. In Report ID, type SUMMARY EXAMPLE to create a new report.

  3. Leave Report Type set to List, but note that you can set this to Pivot Table and export this to...