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Real-world Business Intelligence with Microsoft Dynamics GP
Belinda Allen, Mark Polino
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- 364 pages
- English
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eBook - ePub
Real-world Business Intelligence with Microsoft Dynamics GP
Belinda Allen, Mark Polino
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Information
Real-world Business Intelligence with Microsoft Dynamics GP
Table of Contents
Real-world Business Intelligence with Microsoft Dynamics GP
Credits
About the Author
Acknowledgments
About the Author
About the Reviewers
www.PacktPub.com
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Preface
Question
Answer
Baseball
Jason Bourne
James Bond
Baseball, Jason Bourne, and James Bond versus. ERP BI
Past performance
Present performance
Future performance
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the example code
Downloading the color images of this book
Errata
Piracy
Questions
1. What Is BI and What Are BI Tools for Microsoft Dynamics GP?
What is BI and how do I get it?
Out-of-the-box BI tools for Microsoft Dynamics GP
Business Analyzer
SQL Server Reporting Services
Microsoft Excel
Microsoft Excel PowerPivot
Microsoft Excel Power Query
Microsoft Excel Power Map
Microsoft Power BI
Microsoft Excel Power View
GP Analysis Cubes library
SmartList and SmartList Designer
Management Reporter
Microsoft SharePoint
Microsoft Dynamics GP Workspace for Office 365
Summary
2. Business Intelligence for the General Ledger
Balance sheet dashboard
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case youâre not a techie!)
Non-technical matter
What this BI content achieved
Ratio of AP to AR
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case youâre not a techie!)
Non-technical matter
What this BI content achieved
Summary
3. Business Intelligence for Bank Reconciliation
Bank balances with the last reconciliation date
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Where the money goes
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Summary
4. Business Intelligence for Payables Management
Unapplied credits/payments, invoices on hold, and vendor holds
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter (in case you're not a techie!)
What this BI content achieved
Sharable aged trial balance
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Summary
5. Business Intelligence for Receivables Management
Sharable aged trial balance
Brief background of the company
Pain or goal defined
BI & BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Customer sales this year compared to last year
Brief background of the company
Pain or goal defined
BI & BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Summary
6. Business Intelligence for Sales Order Processing
Dashboard of sales by customer, state, item class, and salesperson
Brief background of the company
Pain or goal defined
BI & BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Dashboard of open orders by customer, state, item class, and salesperson
Brief background of the company
Pain or goa...