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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

Get pivot data

We want revenue and net income information on our dashboard, but they live in two different pivot tables in our data. Additionally, there is more information in those pivot tables than we want on our dashboard. The answer to this is—Microsoft's GetPivotData formula. Fortunately, you don't really need to spend much time figuring how to use the formula. Let's set up revenue and net income on our dashboard. To do this, follow these steps:

  1. In cell D5 of the Dashboard sheet, type Year.
  2. In cell D6, type Period.
  3. In cell D7, type Revenue.
  4. In cell D8, type Net Income.
    Get pivot data

Revenue

As a reminder, our revenue pivot table looks like this:

Revenue

Now that we have our heading information, let's add revenue and expense data using these steps:

  1. Select cell E5 on the Dashboard sheet.
  2. Type the equal sign (=) to start an Excel formula.
  3. With your mouse, select the Revenue tab.
  4. Click on cell B4 on the Revenue worksheet. This should be the year value 2017. Hit Enter when done:
    Revenue

You should now...

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