Building Dashboards with Microsoft Dynamics GP 2016 - Second Edition
eBook - ePub

Building Dashboards with Microsoft Dynamics GP 2016 - Second Edition

  1. 354 pages
  2. English
  3. ePUB (mobile friendly)
  4. Available on iOS & Android
eBook - ePub

Building Dashboards with Microsoft Dynamics GP 2016 - Second Edition

About this book

Learn to build professional and powerful dashboards with Microsoft Dynamics GP and ExcelAbout This Book• This book provides a core foundation for you to understand the ever-changing Microsoft Power BI• Through this book, you'll understand how data flows and is secured between Microsoft Dynamics GP and Microsoft Excel • You'll see how to create amazing dashboards using various tools such as Excel 2016, Power BI, Jet Express, and moreWho This Book Is ForThis book is geared up for analysts and accountants keen on building and maintaining professional dashboards with Microsoft Excel 2016 for Microsoft Dynamics GP 2016 data, and building financials with visuals using the New Jet Reports Express Tool for Dynamics GP. An introduction is provided for those who want to maintain dashboards in Microsoft Power BI.What You Will Learn• Use GP Data in Excel 2016 in a meaningful way• Build basic financial statements using Jet Reporting Express, including visualizations• Understand the foundation of Power BI and its components• Get and maintain data from Dynamics GP in Power BI• Find out how to use the Power BI Query Editor (the Get and Transform feature in Excel 2016)• Format basic visualizations to get better insights• Understand Jet Reports Express, which is used to create basic financial statements• Use the new Dynamics GP features, such as OData and adding Power BI tiles on the home pageIn DetailMicrosoft Dynamics GP is a complete ERP solution that is extremely beneficial for small to midsize organizations in helping them grow exponentially.The book shows you in detail how to build great-looking dashboards with Microsoft Dynamics GP that enhance a company's decision-making processes. This guide will take you from the basics of setting up and deploying to creating secure, refreshable Excel reports. Using a whole host of tools available within Microsoft Dynamics GP and Excel, this tutorial will show you how to visualize your data using simple conditional formatting techniques and easy-to-read charts, and allow you to make your data interactive with slicers. We will also cover core topics such as Business Analyzer, Microsoft SQL Reporting services reports, BI360, and more. You will find out to use Power BI, share and refresh data and dashboards in Power BI, and use Power BI Query Editor.By the end of this book, you will have all the information required to build interactive dashboards using Dynamics GP.Style and approachThe book takes a step-by-step approach and contains real-world examples that provide the building blocks to create engaging dashboards. This practical guide is all about doing. Get your data, open up Excel, and go!

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Information

Year
2017
eBook ISBN
9781786464040
Edition
2

Building Dashboards with Microsoft Dynamics GP 2016 Second Edition


Table of Contents

Building Dashboards with Microsoft Dynamics GP 2016 Second Edition
Credits
About the Authors
About the Reviewer
www.PacktPub.com
Why subscribe?
Customer Feedback
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the color images of this book
Errata
Piracy
Questions
1. Getting Data from Dynamics GP 2016 to Excel 2016
SmartList exports
SmartList Export Solutions
Getting ready
Creating macros
Creating an export solution
Get and Transform – formerly known as Power Query
Office Data Connection files
Creating an .odc file
The location of the .odc file
Reusing an .odc fie
SQL Server Reporting Services
Jet Reports Express for Excel
Basic financial data
Table Builder
SQL Server Management Studio
Analysis Cubes
Third-party solutions
Licensing
Summary
2. The Ultimate GP to Excel Tool – Refreshable Excel Reports
Security
Network share security
Database-level security
Excel 2016 security
Running Excel reports
From Dynamics GP 2016
From Excel 2016
Manual versus auto refresh
Excel refreshable reports via SmartList Designer
Create a new SmartList object
Publish to Excel
Summary
3. Pivot Tables – The Basic Building Blocks
Creating pivot tables from GP 2016 Excel report data
Getting data to Excel
Building a pivot table with a calculated field
Creating pivot tables from GP 2016 data connections
Building a revenue pivot table
Copying pivot tables
Building a net income pivot table
Creating a cash pivot table
Creating connected pivot tables from inside Excel
Building the sales pivot table
Adding a receivables pivot table
Summary
4. Making Your Data Visually Appealing and Meaningful with Formatting, Conditional Formatting, and Charts
Recap
Preparation
Get pivot data
Revenue
Net income
Formatting
Icon sets
Sparklines
Preparing for Sparklines
Adding Sparklines
Sparkline idiosyncrasies
Deleting Sparklines
Changing Sparkline data
Data bars
Bar chart with trend line
Pie chart
Speedometer chart
The green/yellow/red limit
Building a doughnut
Cutting the doughnut in half
Building a needle
Finishing it off with Sprinkles
Slicers and timelines
Slicers
Creating slicers
Connecting slicers
Timeline
Some more formatting
Summary
5. Drilling Back to the Source Data and Other Cool Stuff
Recap
Slicers and timelines options
Slicer orientation
Slicers and timelines color and alignment
Slicer additional options
Learning about hyperlinks
Using drill downs in GP 2016
Drill down background
Using drill downs
Drill down link structure
Other cool Excel stuff
Adding a logo
Good design
Refreshing the data
Sharing
The quick option – e-mail
Network sharing
Hosting via OneDrive
Downloading via OneDrive
Downloading via SharePoint
Hosting via SharePoint Office 365 services
Microsoft Power BI
Summary
6. Introducing Jet Reports Express
Recap
What is Jet and why should I use it?
Prebuilt reports
Jet Views and Friendly Names
What is Table Builder?
Create a general ledger trial balance
Other Jet offerings
Summary
7. Building Financial Reports in Jet Express for GP
Recap
Building a balance sheet
Building a profit and loss statement
Summary
8. Introducing Microsoft Power BI
Recap
Power BI Desktop versus Service versus Mobile
Power BI Desktop
Power BI Service
Power BI Mobile
Other ways to view Power BI
Power BI Professional (paid) versus Power BI (free)
Typical workflow of Power BI
Update speed
Summary
9. Getting Data in Power BI
Recap
Getting data from files
Using Excel reports in Power BI
Connecting to data in Dynamics GP
Direct SQL Connect
SQL statement
OData
Content packs
Online Services
Organizational
Getting data from folders
Summary
10. Creating Power BI Visuals
Recap
Using Filters
Formatting as a tool
Understanding standard visuals
Getting quick information with cards
Making a Gauge have more meaning
Getting down with drill down charts
Carving out better data with a Slicer
Adding final touches
Development options - if you have a techie on staff
R - what is it and do I need it?
Summary
11. Using the ...

Table of contents

  1. Building Dashboards with Microsoft Dynamics GP 2016 Second Edition

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