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

Get Pivot Data


We want revenue and net income information on our dashboard, but they live in two different pivot tables in our data. Plus, there is more information in those pivot tables than we want on our dashboard. The answer to this is—Microsoft's Get Pivot Data formula. Fortunately, you don't really need to spend much time figuring how to use the formula. Let's set up revenue and net income on our dashboard. To do this:

  1. In cell D5 of the Dashboard sheet, type Year.

  2. In cell D6, type Period.

  3. In cell D7, type Revenue.

  4. In cell D8, type Net Income.

Revenue

As a reminder, our revenue pivot table looks like this:

Now that we have our heading information, let's add revenue and expense data:

  1. Select cell E5 on the Dashboard sheet.

  2. Type the equal sign (=) to start an Excel formula.

  3. With your mouse, select the Revenue tab.

  4. Click on cell B4 on the Revenue worksheet. This should be the year value 2017. Hit Enter when done.

You should now have 2017 sitting in cell E5 next to Year. To add periods:

  1. Select cell...