Building Dashboards with Microsoft Dynamics GP 2016 - Second Edition

Learn to build professional and powerful dashboards with Microsoft Dynamics GP and Excel
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Building Dashboards with Microsoft Dynamics GP 2016 - Second Edition

Belinda Allen, Mark Polino

Learn to build professional and powerful dashboards with Microsoft Dynamics GP and Excel
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Book Details

ISBN 139781786467614
Paperback354 pages

Book Description

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

Chapter 1: Getting Data from Dynamics GP 2016 to Excel 2016
SmartList exports
SmartList Export Solutions
Office Data Connection files
SQL Server Reporting Services
Jet Reports Express for Excel
SQL Server Management Studio
Analysis Cubes
Third-party solutions
Licensing
Summary
Chapter 2: The Ultimate GP to Excel Tool – Refreshable Excel Reports
Security
Running Excel reports
Excel refreshable reports via SmartList Designer
Summary
Chapter 3: Pivot Tables – The Basic Building Blocks
Creating pivot tables from GP 2016 Excel report data
Creating pivot tables from GP 2016 data connections
Copying pivot tables
Creating connected pivot tables from inside Excel
Summary
Chapter 4: Making Your Data Visually Appealing and Meaningful with Formatting, Conditional Formatting, and Charts
Recap
Preparation
Get pivot data
Icon sets
Sparklines
Data bars
Bar chart with trend line
Pie chart
Speedometer chart
Slicers and timelines
Some more formatting
Summary
Chapter 5: Drilling Back to the Source Data and Other Cool Stuff
Recap
Slicers and timelines options
Learning about hyperlinks
Using drill downs in GP 2016
Other cool Excel stuff
Good design
Refreshing the data
Sharing
Summary
Chapter 6: Introducing Jet Reports Express
Recap
What is Jet and why should I use it?
What is Table Builder?
Other Jet offerings
Summary
Chapter 7: Building Financial Reports in Jet Express for GP
Recap
Building a balance sheet
Building a profit and loss statement
Summary
Chapter 8: Introducing Microsoft Power BI
Recap
Power BI Desktop versus Service versus Mobile
Power BI Professional (paid) versus Power BI (free)
Typical workflow of Power BI
Update speed
Summary
Chapter 9: Getting Data in Power BI
Recap
Getting data from files
Connecting to data in Dynamics GP
Content packs
Getting data from folders
Summary
Chapter 10: Creating Power BI Visuals
Recap
Using Filters
Formatting as a tool
Understanding standard visuals
Development options - if you have a techie on staff
R - what is it and do I need it?
Summary
Chapter 11: Using the Power BI Service
Recap
Publishing to the service
Creating a dashboard
Getting to know the Q&A feature
Importing an Excel report
Summary
Chapter 12: Sharing and Refreshing Data and Dashboards in Power BI
Recap
Power BI Template
Content Packs
Online Services
Refreshing data
Summary
Chapter 13: Using the Power Query Editor
Recap
What is a query?
Using Applied Steps
Removing unnecessary column(s)
Formatting column Data Types
What is the M language?
Using Replace Values
Transforming data
Working with dates and times
Merging columns
Splitting columns
Merging queries
Appending queries
Summarizing with Group By
Summary
Chapter 14: Bonus Chapter
Recap
Excel 2016
Jet Express for GP
Microsoft Power BI
Summary

What You Will Learn

  • Use GP Data in Excel 2016 in a meaningful way
  • Build basic financial statements using Jet Reporting Express, including visualizations
  • Understand the foundation of Power BI and its components
  • Get and maintain data from Dynamics GP in Power BI
  • Find out how to use the Power BI Query Editor (the Get and Transform feature in Excel 2016)
  • Format basic visualizations to get better insights
  • Understand Jet Reports Express, which is used to create basic financial statements
  • Use the new Dynamics GP features, such as OData and adding Power BI tiles on the home page

Authors

Table of Contents

Chapter 1: Getting Data from Dynamics GP 2016 to Excel 2016
SmartList exports
SmartList Export Solutions
Office Data Connection files
SQL Server Reporting Services
Jet Reports Express for Excel
SQL Server Management Studio
Analysis Cubes
Third-party solutions
Licensing
Summary
Chapter 2: The Ultimate GP to Excel Tool – Refreshable Excel Reports
Security
Running Excel reports
Excel refreshable reports via SmartList Designer
Summary
Chapter 3: Pivot Tables – The Basic Building Blocks
Creating pivot tables from GP 2016 Excel report data
Creating pivot tables from GP 2016 data connections
Copying pivot tables
Creating connected pivot tables from inside Excel
Summary
Chapter 4: Making Your Data Visually Appealing and Meaningful with Formatting, Conditional Formatting, and Charts
Recap
Preparation
Get pivot data
Icon sets
Sparklines
Data bars
Bar chart with trend line
Pie chart
Speedometer chart
Slicers and timelines
Some more formatting
Summary
Chapter 5: Drilling Back to the Source Data and Other Cool Stuff
Recap
Slicers and timelines options
Learning about hyperlinks
Using drill downs in GP 2016
Other cool Excel stuff
Good design
Refreshing the data
Sharing
Summary
Chapter 6: Introducing Jet Reports Express
Recap
What is Jet and why should I use it?
What is Table Builder?
Other Jet offerings
Summary
Chapter 7: Building Financial Reports in Jet Express for GP
Recap
Building a balance sheet
Building a profit and loss statement
Summary
Chapter 8: Introducing Microsoft Power BI
Recap
Power BI Desktop versus Service versus Mobile
Power BI Professional (paid) versus Power BI (free)
Typical workflow of Power BI
Update speed
Summary
Chapter 9: Getting Data in Power BI
Recap
Getting data from files
Connecting to data in Dynamics GP
Content packs
Getting data from folders
Summary
Chapter 10: Creating Power BI Visuals
Recap
Using Filters
Formatting as a tool
Understanding standard visuals
Development options - if you have a techie on staff
R - what is it and do I need it?
Summary
Chapter 11: Using the Power BI Service
Recap
Publishing to the service
Creating a dashboard
Getting to know the Q&A feature
Importing an Excel report
Summary
Chapter 12: Sharing and Refreshing Data and Dashboards in Power BI
Recap
Power BI Template
Content Packs
Online Services
Refreshing data
Summary
Chapter 13: Using the Power Query Editor
Recap
What is a query?
Using Applied Steps
Removing unnecessary column(s)
Formatting column Data Types
What is the M language?
Using Replace Values
Transforming data
Working with dates and times
Merging columns
Splitting columns
Merging queries
Appending queries
Summarizing with Group By
Summary
Chapter 14: Bonus Chapter
Recap
Excel 2016
Jet Express for GP
Microsoft Power BI
Summary

Book Details

ISBN 139781786467614
Paperback354 pages
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