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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

Development options - if you have a techie on staff


Custom visuals can be created if you need something beyond what you see on the Visualizations pane. This does involve programming or coding, so it's not something that everyone can do. If you have a developer on staff, just know that they can build custom visuals.

Fortunately, several developers have created custom visuals and made them available in a Visual Library for non-coding users. This library contains both standard visuals and R-powered visuals (see the next section about R).

Note

You can view the library at the following website: https://app.powerbi.com/visuals/

If you see a visual you like, click on it, and you'll have the opportunity to download both a sample (that runs in Power BI Desktop) and the visual itself. Once you have downloaded it, you can import it to the Visualizations pane in the Power BI Desktop by clicking on the ellipses () and choosing Import a custom visual, as shown in this screenshot:

Note

A few important things...

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