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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
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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

SQL Server Management Studio

Microsoft Dynamics GP 2016 runs on SQL Server 2012, SQL Server 2014, and SQL Server 2016. Some companies, in particular those with advanced users, allow read-only access to Microsoft SQL Server to make it easy for users to get just the data they want. Often, this access is provided through the SQL Server Management Studio. Management Studio makes it easy to get data from GP 2016 to Microsoft Excel.

To see how easy this is, follow these steps:

  1. Open the SQL Server Management Studio.
  2. Connect to the SQL Server instance with Dynamics GP 2016 installed using either Windows Authentication or SQL Server Authentication with a user ID and password. If you have access to the SQL Server Management Studio, the login method and credentials will be provided by your database administrator. The user's GP login cannot be used.
  3. Select New Query.
  4. In the large, white box on the right-hand side, type Use TWO and hit Enter to select the sample TWO database.
  5. Type Select * from AccountSummary and click on Execute to run the SQL query. The results will appear below the query:

    SQL Server Management Studio

  6. Go to Edit | Select All from the menu to highlight all of the results.
  7. Go to Edit | Copy with Headers.
  8. Open a blank Excel 2016 sheet. On the Home tab, click on the Paste icon in the upper-left corner to paste the data to Microsoft Excel.

    Tip

    There is a setting in the SQL Server that will export headers when copying, even if you forget to pick Copy with Headers. The setting can be found by going to Tools | Options | Query Results | SQL Server | Results To Grid. To activate it, select Include column headers when copying or saving the results.

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