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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

Excel refreshable reports via SmartList Designer

Since the release of the original version of this book, which focused on Dynamics GP 2013, SmartList has received a few updates. The Designer, which is now part of SmartList, allows for the creation of Excel refreshable reports based on custom SmartList objects that were originated in the Designer. The Designer can easily create both a SmartList object and an Excel refreshable report using a SQL view (which we discussed in Chapter 1, Getting Data from Dynamics GP 2016 to Excel 2016.) Let's create a new SmartList object and a new Excel refreshable report now.

Create a new SmartList object

Let's create a new SmartList object that will display the bank accounts and their balances, from the Bank Reconciliation module. Microsoft has a view already built to do this very thing, named CM00500, which is stored in each company's SQL database. Let's take a look at the following steps to create a new object:

  1. Open SmartList as you would...

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