Sign In Start Free Trial
Account

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Building Dashboards with Microsoft Dynamics GP 2016
  • Toc
  • feedback
Building Dashboards with Microsoft Dynamics GP 2016

Building Dashboards with Microsoft Dynamics GP 2016

By : Belinda Allen, Polino
5 (1)
close
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)
close
15
Index

Running Excel reports

Our next step is to run an Excel report. These reports can be run from Dynamics GP 2016, or they can be directly opened in Excel 2016. We will look at both these options.

From Dynamics GP 2016

To run an Excel report from within Dynamics GP, follow these steps:

  1. In the navigation pane on the left-hand side, click on Financial. The list pane above will change to show financial items.
  2. In the list pane, click on Excel Reports.
  3. In the navigation list in the center, select TWO AccountSummary Default. Make sure that you select the Option column's options that includes Reports:
    From Dynamics GP 2016

    Note

    Options that contain the word Reports open Excel reports. Options with Data Connections in the string indicate the data connector to build a new report, not an actual report. You can limit the Excel reports list to just Reports or Data Connections with the Add Filter button just above the Excel reports list.

  4. Double-click on the TWO AccountSummary Default item.
  5. We disabled the security warning earlier...

Unlock full access

Continue reading for free

A Packt free trial gives you instant online access to our library of over 7000 practical eBooks and videos, constantly updated with the latest in tech
bookmark search playlist font-size

Change the font size

margin-width

Change margin width

day-mode

Change background colour

Close icon Search
Country selected

Close icon Your notes and bookmarks

Delete Bookmark

Modal Close icon
Are you sure you want to delete it?
Cancel
Yes, Delete