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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

Jet Express for GP

There are two additional features we'd like to share regarding the GL function for building any financial statements using Jet Express for GP. One feature can eliminate a potential problem, while the second adds cool functionality to refreshing reports. Let's dig into these now.

Eliminating values that should be zero

Occasionally, when referencing categories or accounts that have no transactions and, therefore, a zero balance, Jet may display an amount because it doesn't know what to do if no transactions exist. This is easy to correct and/or prevent.

In the following example, we have built a report that displays the account number, account description, and the amount for two account categories. The first category is Cash and the second is Deferred Revenue/Expense accounts. Although there are some accounts assigned to the Deferred Revenue/Expense categories, these accounts have never been used; yet, a balance displays on the report. Let's correct this...

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