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

Timeline


A timeline is special kind of slicer that is new in Excel 2013. It’s designed to work with a range of dates, and it’s perfect for working with our Top 10 Customers pivot table. Our Top 10 Customers pivot table is based around sales over a period of time, so if we want to see the top ten customers based on sales over the last month, quarter, or year, it’s easy to adjust the timeline slicer to show that information. The conditional formatting that we’ve put in place will follow along as well.

Let’s add a timeline to our dashboard for the Top 10 Customers pivot table. To add this:

  1. Select the Dashboard tab.

  2. Click on cell K13 to select the Top 10 Customers pivot table on the dashboard.

  3. Select Insert | Timeline to start creating the timeline slicer.

  4. On the Insert Timelines window, check the box next to Document Date.

    Note

    Notice that only Document Date is available. Timelines only work with dates, so the only fields that are visible in the Insert Timelines window are date fields in the pivot...