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  • Real-world Business Intelligence with Microsoft Dynamics GP
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Real-world Business Intelligence with Microsoft Dynamics GP

Real-world Business Intelligence with Microsoft Dynamics GP

By : Belinda Allen, Polino
5 (1)
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Real-world Business Intelligence with Microsoft Dynamics GP

Real-world Business Intelligence with Microsoft Dynamics GP

5 (1)
By: Belinda Allen, Polino

Overview of this book

If you're a GP user, this book is aimed at making your job easier. How? Through the use of Business Intelligence (BI) provided by your Microsoft Dynamics GP software to aid you in making informed decisions. This book assumes no previous experience; however, a basic knowledge of Excel is expected.
Table of Contents (13 chapters)
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Preface
Preface
Question
Answer
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Free Chapter
1
1. What Is BI and What Are BI Tools for Microsoft Dynamics GP?
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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
Summary
2
2. Business Intelligence for the General Ledger
2. Business Intelligence for the General Ledger
Balance sheet dashboard
Ratio of AP to AR
Summary
3
3. Business Intelligence for Bank Reconciliation
3. Business Intelligence for Bank Reconciliation
Bank balances with the last reconciliation date
Where the money goes
Summary
4
4. Business Intelligence for Payables Management
4. Business Intelligence for Payables Management
Unapplied credits/payments, invoices on hold, and vendor holds
Sharable aged trial balance
Summary
5
5. Business Intelligence for Receivables Management
5. Business Intelligence for Receivables Management
Sharable aged trial balance
Customer sales this year compared to last year
Summary
6
6. Business Intelligence for Sales Order Processing
6. Business Intelligence for Sales Order Processing
Dashboard of sales by customer, state, item class, and salesperson
Dashboard of open orders by customer, state, item class, and salesperson
Items sold by the manufacturer
Summary
7
7. More Business Intelligence on Sales Order Processing
7. More Business Intelligence on Sales Order Processing
SOP documents on process holds
Items shipped within the last 30 days with tracking numbers
Returned items report
Summary
8
8. Business Intelligence for Inventory Control
8. Business Intelligence for Inventory Control
Rolling 12-month turnover report
Items on which you most frequently adjust quantities
Summary
9
9. More Business Intelligence for Inventory Control
9. More Business Intelligence for Inventory Control
Top 10 most invoiced and returned items
Items with quantities that are not available to sell and items that have not been sold within the last year
Summary
10
10. Business Intelligence for Purchase Order Processing
10. Business Intelligence for Purchase Order Processing
Purchase orders awaiting approval
Open purchase orders older than 45 days
Summary
11
11. Miscellaneous Business Intelligence
11. Miscellaneous Business Intelligence
Employee list with personal details by location
Commission details
Summary
12
Index
Index

Summary

We reviewed what BI is and why it's important. We've also identified many of the tools that you probably already own and may even have installed.

Most of this book will be using the Power BI tools for Excel from Microsoft. With so many companies using Excel on a daily basis and so many of them using Excel for BI, we thought this is probably your tool of choice. Keep in mind that when we use Excel, we'll be creating a refreshable report, not just another Excel file that holds data. What does this mean? Excel will hold the formatting and the link to the data, and the data can be refreshed or updated when you need or want it.

On your marks, get set, go!

End of Chapter 1
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