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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

Importing an Excel report

Sometimes, the data we want to access using the Power BI service is already in an Excel report that works beautifully. Maybe, it is a financial statement we built using Jet Express for GP. Why recreate a report when all we want to do is use the Power BI service to have the report available whenever we want to reference it?

Let's add the FinancialStatement.xlsx report we built in Chapter 7 , Building Financial Reports in Jet Express for GP. Perform the following steps:

  1. Go to www.PowerBI.com and log in using your Power BI account, if you are not already logged in.
  2. In the navigation pane, click on the plus sign next to Datasets to add or Get Data to the service:
    Importing an Excel report
  3. In the Get Data window, under Import or Connect to Data, select the Get button for Files. Consider the following screenshot:
    Importing an Excel report
  4. Click on Local File. Map out and find the FinancialStatement.xlsx file you saved in Chapter 6, Introducing Jet Reports Express:
    Importing an Excel report
  5. In the Local File window, select the Upload button:
    Importing an Excel report
  6. On the...

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