Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013

Microsoft Dynamics GP and Excel are made for each other. With this book you’ll learn to use Excel to present the information contained in Dynamics in a data-rich dashboard. Step-by-step instructions come with real-life examples.

Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013

Progressing
Mark Polino

Microsoft Dynamics GP and Excel are made for each other. With this book you’ll learn to use Excel to present the information contained in Dynamics in a data-rich dashboard. Step-by-step instructions come with real-life examples.
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Book Details

ISBN 139781849689069
Paperback268 pages

About This Book

  • Build a dashboard using Excel 2013 with information from Microsoft Dynamics GP 2013
  • Make Excel a true business intelligence tool with charts, sparklines, slicers, and more
  • Utilize PowerPivot’s full potential to create even more complex dashboards

Who This Book Is For

You don't need to be an expert to get the most out of your Dynamics GP implementation and build great-looking, easily maintained dashboards using Microsoft Excel. If you have a working knowledge of Dynamics and Excel you'll be producing amazing dashboards in hours not days.

Table of Contents

Chapter 1: Getting Data from Dynamics GP 2013 to Excel 2013
SmartList exports
SmartList Export Solutions
Report writer
Microsoft Query
SQL Server Reporting Services
Management Reporter
SQL Server Management Studio
Third-party solutions
Licensing
Summary
Chapter 2: The Ultimate GP to Excel Tool: Refreshable Excel Reports
Security
Running Excel reports
Modifying Excel reports
Excel Report Builder
Summary
Chapter 3: Pivot Tables: The Basic Building Blocks
Creating pivot tables from GP 2013 Excel report data
Creating pivot tables from GP 2013 data connections
Copying pivot tables
Creating connected pivot tables from inside Excel
Excel Report Builder pivot tables
Creating Power View reports
Chapter 4: Making Things Pretty with Formatting and Conditional Formatting
Recap
Preparation
Get Pivot Data
Icon sets
Data bars
Color Scales
The green/yellow/red limit
Some more formatting
Summary
Chapter 5: Charts: Eye Candy for Executives
Recap
Bar chart
Pie chart
Speedometer chart
Bar chart with trend line
Selecting charts
Sparklines
Summary
Chapter 6: Adding Interactivity with Slicers and Timelines
Recap
Learning about slicers
Timeline
Summary
Chapter 7: Drilling Back to Source Data in Dynamics GP 2013
Recap
Learning about hyperlinks
Using drill downs in GP 2013
Drill Down Builder
Summary
Chapter 8: Bringing it All Together
Adding headers
Cleaning it up
Adding a logo
Good design
Final cleanup
Summary
Chapter 9: Expanding Pivot Tables with PowerPivot
PowerPivot Basics
Bringing Dynamics GP 2013 information to PowerPivot
Creating a pivot table
Other source options
More PowerPivot options
Summary
Chapter 10: Slightly Crazy Stuff
Using built-in ratios
Current Ratio
Microsoft Dashboard
Negative data bars
Quick Analysis
Summary

What You Will Learn

  • Get Dynamics GP 2013 information into Excel 2013
  • Set up, deploy, and secure refreshable Excel reports in Dynamics GP 2013 to get live GP data to Excel
  • Consolidate and present GP 2013 data using Excel pivot tables
  • Improve the look and feel of a dashboard with conditional formatting
  • Enhance data clarity with charts and sparklines
  • Add interactivity to a dashboard using Slicers
  • Link dashboard data back to Dynamics GP 2013
  • Approach more complex dashboards and sources using PowerPivot

In Detail

Accounting systems like Microsoft Dynamics GP 2013 hold a wealth of information. Excel 2013 provides a great tool for linking to, extracting, analysing, and presenting that rich data to help companies make better, faster, and smarter decisions.

Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 covers how to get the rich, detailed information contained in Microsoft Dynamics GP 2013 and present it in an attractive, easy-to-understand way using Excel 2013. The book shows in detail how to build great-looking dashboards that enhance a company’s decision-making process.

This book shows you how to get at the rich, detailed information contained in Microsoft Dynamics GP 2013 and present it in an attractive, easy-to-understand way using Excel 2013. This guide will take you from the basics of setup and deployment to creating secure, refreshable Excel reports. Using a whole host of tools available within Excel, this tutorial will show you how to visualize your data using simple conditional formatting techniques, easy-to-read charts, and allow you to make your data interactive with Slicers.

Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 provides a way for you to easily build that interactive dashboard that your CFO keeps asking for.

Authors

Table of Contents

Chapter 1: Getting Data from Dynamics GP 2013 to Excel 2013
SmartList exports
SmartList Export Solutions
Report writer
Microsoft Query
SQL Server Reporting Services
Management Reporter
SQL Server Management Studio
Third-party solutions
Licensing
Summary
Chapter 2: The Ultimate GP to Excel Tool: Refreshable Excel Reports
Security
Running Excel reports
Modifying Excel reports
Excel Report Builder
Summary
Chapter 3: Pivot Tables: The Basic Building Blocks
Creating pivot tables from GP 2013 Excel report data
Creating pivot tables from GP 2013 data connections
Copying pivot tables
Creating connected pivot tables from inside Excel
Excel Report Builder pivot tables
Creating Power View reports
Chapter 4: Making Things Pretty with Formatting and Conditional Formatting
Recap
Preparation
Get Pivot Data
Icon sets
Data bars
Color Scales
The green/yellow/red limit
Some more formatting
Summary
Chapter 5: Charts: Eye Candy for Executives
Recap
Bar chart
Pie chart
Speedometer chart
Bar chart with trend line
Selecting charts
Sparklines
Summary
Chapter 6: Adding Interactivity with Slicers and Timelines
Recap
Learning about slicers
Timeline
Summary
Chapter 7: Drilling Back to Source Data in Dynamics GP 2013
Recap
Learning about hyperlinks
Using drill downs in GP 2013
Drill Down Builder
Summary
Chapter 8: Bringing it All Together
Adding headers
Cleaning it up
Adding a logo
Good design
Final cleanup
Summary
Chapter 9: Expanding Pivot Tables with PowerPivot
PowerPivot Basics
Bringing Dynamics GP 2013 information to PowerPivot
Creating a pivot table
Other source options
More PowerPivot options
Summary
Chapter 10: Slightly Crazy Stuff
Using built-in ratios
Current Ratio
Microsoft Dashboard
Negative data bars
Quick Analysis
Summary

Book Details

ISBN 139781849689069
Paperback268 pages
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