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  • Book Overview & Buying Building Dashboards with Microsoft Dynamics GP 2016
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Building Dashboards with Microsoft Dynamics GP 2016

Building Dashboards with Microsoft Dynamics GP 2016

By : Belinda Allen, Polino
5 (1)
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Building Dashboards with Microsoft Dynamics GP 2016

Building Dashboards with Microsoft Dynamics GP 2016

5 (1)
By: Belinda Allen, Polino

Overview of this book

Microsoft 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.
Table of Contents (16 chapters)
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15
Index

SmartList exports

Exporting from a SmartList to Excel is the easiest and most commonly used method in Dynamics GP to get data to Microsoft Excel. We'll practice with an account summary SmartList.

To export from a SmartList to Excel for the Dynamics Rich Client, follow these steps:

  1. In Dynamics GP 2016, go to Microsoft Dynamics GP | SmartList.
  2. Click on the plus sign (+) next to Financial and select Accounts.
  3. Once the SmartList finishes loading, click on the large, green Excel button to export this SmartList to Excel:
    SmartList exports

To export from a SmartList to Excel for the Dynamics Web Client, follow these steps:

  1. In Dynamics GP 2016, select Administration from the navigation panel on the left-hand side.
  2. On the area page, go to Reports | SmartList.
  3. Click on the plus sign (+) next to Financial and select Accounts.
  4. Once the SmartList finishes loading, click on the large green Excel button to export this SmartList to Excel.

Tip

In 2010, Microsoft revealed a previously unreleased Dex.ini switch that can dramatically improve the time it takes to export SmartLists to Microsoft Excel. The Dex.ini file is a launch file used to control system behavior, and this switch changes the behavior of an Excel export. Instead of sending data to Excel one line at a time, the switch tells Dynamics GP to bundle the SmartList lines together and send them to Excel as a group.

This switch is unsupported and can render the results differently than the default export process. Test this in your test system before using in production. The Dex.ini file is located in the Data folder of the Dynamics GP installation directory. To use this switch, add the following line to the Dex.ini file and restart Dynamics GP:

SmartlistEnhancedExcelExport=TRUE

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