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Building Dashboards with Microsoft Dynamics GP 2016
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Now that we have made a simple Excel data connection, let's focus on getting data from Dynamics GP. The first step in connecting to data is knowing where the data resides. In the case of Dynamics GP, that would be a Microsoft SQL Server Database. No worries, you do not have to go into SQL, be an SQL God, or even know SQL. We'll provide you with tips to help you get to the data you want and make sure the data requires as little cleanup as possible. We'll discuss cleaning, which is also known as transforming, cleansing, editing, modeling, and so on, in a later chapter. There are three ways to get data from SQL into Power BI; we'll review those options in the following sections.
Let's begin with directly connecting to the SQL database. Power BI makes this super easy:
Open Microsoft Power BI. Upon opening, if you receive a Getting Started window, close it. We'll connect to the data from within the Power BI application.
On the Power BI ribbon,...
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