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 pivot tables


In Chapter 2, The Ultimate GP to Excel Tool: Refreshable Excel Reports, we looked at building our own refreshable Excel reports using Excel Report Builder. In that process we brought data from Microsoft Dynamics GP 2013 into Excel. But here we've seen how powerful pivot tables can be without forcing the data to reside in Microsoft Excel 2013.

Along the way we've also found that, even though Dynamics GP 2013 has some great Excel reports, sometimes we need to adjust the information being brought over by those reports. Finally, people often want to build additional analyses without having to adjust the data each time. Fortunately, Excel Report Builder offers a way to deliver connected pivot tables instead of just lists of data. In this section we'll look at how to build a pivot table report using Excel Report Builder.

To use Excel Report Builder to create a pivot table:

  1. Open Microsoft Dynamics GP 2013 and navigate to Microsoft Dynamics GP | Tools | SmartList...