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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

Chapter 7. Building Financial Reports in Jet Express for GP

We all know that financial statements are a necessity of running and managing any business or organization where money flows in and/or out. It's required for tax purposes, yes, but looking at your business through pure numbers can help you analyze how your business is changing. Monitoring statements can help you stop a problem before it runs you out of business, it can help you find an opportunity that will allow your business to grow, or it can show you that your business is staying flat or not changing at all, which can be bad or good.

In this chapter, we will build the following core financial statements:

  • Balance sheet
  • Profit and loss statement

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