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Building Dashboards with Microsoft Dynamics GP 2016

Building Dashboards with Microsoft Dynamics GP 2016

By : Belinda Allen, Polino
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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

Learning about hyperlinks


Hyperlinks are a feature of Excel 2016 that have been in the product for a while. Links can be built via the interface or with a formula. They provide a great way to link sheets together, open website pages, and even drill into a GP window (for users of on-premise GP, not the web client).

In previous chapters, we added additional information to our Revenue and Net Income tabs. We'll start by linking these tabs to our dashboard. To build our hyperlinks, follow these steps:

  1. Open the Dashboard.xlsx file of GP 2016 that we've been working with.

  2. On the Dashboard tab, select cell D7. This should be the Revenue label.

  3. Go to Insert | Links | Hyperlink on the Excel ribbon.

  4. In the Link to: section, on the left-hand side, select Place in This Document.

  5. In the center section, under Or select a place in this document:, pick Revenue, as shown in the following screenshot:

  6. Click on OK. The Revenue label will turn blue and be underlined indicating a hyperlink, as shown in the following...

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