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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

Merging columns

There will be occasions where you'll want to combine columns together to form a new column. Although it may be advantageous for the data to be separated in a database, it's not always the way we want to see our data in reports. A good example of this in GP is employee and salespeople information. There is a field for the first name and a separate field for the last name in the database. While reporting, we want a single field that uses the whole name, which leaves us with the task of merging these two columns (or fields) together. Using the data, we've already extracted, let's combine the city, state, and zip code for our vendors into a single field:

  1. In Query Editor, select the Vendors query in the Queries pane.
  2. Let's keep the original separated columns by creating a duplicate of each one, then merging the duplicated columns. Highlight the new City column, then right-click and choose Duplicate Column from the pop-up menu:
    Merging columns
  3. Highlight the new State column...

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