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

Creating connected pivot tables from inside Excel


So far we've created pivot tables by starting in Dynamics GP 2013 and sending information to Excel. We can also use Excel 2013 to pull data out of Dynamics GP. For our dashboard, we need some sales data and receivables totals. The sales data that we want exists as a Dynamics GP data connection. The receivables data connection doesn't contain quite what we need, so we'll have to adjust it.

Building the sales pivot table

Let's add a sales pivot table first. To create our sales pivot table:

  1. In Excel 2013, click plus (+) next to the worksheet tabs 2013 to add a new worksheet. Name the worksheet Top Ten Customers.

  2. Select the Data tab and click Existing Connections from the ribbon.

  3. Click Browse for More and navigate to where you installed the GP 2013 data connections for the sample company. Earlier we deployed this to C:\GP2013XL\Data Connections\TWO.

  4. Select the Sales directory and double-click TWO SalesTransactions Posted Invoices.

  5. The Import Data window...