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

Drill Down Builder


Drill Down Builder is part of the optional SmartList Builder product for Microsoft Dynamics GP 2013. SmartList Builder includes:

  • SmartList Builder

  • Excel Report Builder

  • Navigation List Builder

  • Drill Down Builder

Drill Down Builder is used to build Drill Down URLs like the ones that we've been using. If you need a Drill Down URL that is not already in an Office Data Connector, Drill Down Builder can be used to create it. With Drill Down Builder, you can even build drill downs back to SmartLists, not just GP 2013 windows.

However, there is one big problem. Drill Down Builder is broken in the initial release of Dynamics GP 2013. We know how it's supposed to work, because it works in Dynamics GP 2010. It broke when Microsoft changed the link format for GP 2013. Microsoft has promised a fix via a service pack, but the problem hasn't been resolved as of this writing.

Once the problem is fixed, there is actually a really good section on Drill Down Builder and the required security in...