Real-world Business Intelligence with Microsoft Dynamics GP

Become an expert at preparing reports using Dynamics GP quickly and efficiently

Real-world Business Intelligence with Microsoft Dynamics GP

This ebook is included in a Mapt subscription
Belinda Allen, Mark Polino

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Become an expert at preparing reports using Dynamics GP quickly and efficiently
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Book Details

ISBN 139781782177241
Paperback364 pages

Book Description

Business intelligence (BI) is the process of making informed decisions based on timely and accurate information. Within an easy-to-use and easy-to-deploy enterprise resource planning (ERP) software solution, Microsoft Dynamics GP aims to provide small and mid-size businesses with complete control over their finances, inventory, and BI information, and to help them adapt to changing business needs.

This book is a collection of real Microsoft Dynamics GP user examples. Using one GP module at a time, the book reviews real GP users' issues and how BI can be used to resolve or improve them. Encompassing these real-life examples, the book reviews what BI to use and why, what BI tool was used and why, and how the results are used to solve problems and improve business success. This book will provide you with the tools to help you identify your BI need and a way to customize your end results in line with your business needs.

Table of Contents

Chapter 1: What Is BI and What Are BI Tools for Microsoft Dynamics GP?
What is BI and how do I get it?
Out-of-the-box BI tools for Microsoft Dynamics GP
Summary
Chapter 2: Business Intelligence for the General Ledger
Balance sheet dashboard
Ratio of AP to AR
Summary
Chapter 3: Business Intelligence for Bank Reconciliation
Bank balances with the last reconciliation date
Where the money goes
Summary
Chapter 4: Business Intelligence for Payables Management
Unapplied credits/payments, invoices on hold, and vendor holds
Sharable aged trial balance
Summary
Chapter 5: Business Intelligence for Receivables Management
Sharable aged trial balance
Customer sales this year compared to last year
Summary
Chapter 6: Business Intelligence for Sales Order Processing
Dashboard of sales by customer, state, item class, and salesperson
Dashboard of open orders by customer, state, item class, and salesperson
Items sold by the manufacturer
Summary
Chapter 7: More Business Intelligence on Sales Order Processing
SOP documents on process holds
Items shipped within the last 30 days with tracking numbers
Returned items report
Summary
Chapter 8: Business Intelligence for Inventory Control
Rolling 12-month turnover report
Items on which you most frequently adjust quantities
Summary
Chapter 9: More Business Intelligence for Inventory Control
Top 10 most invoiced and returned items
Items with quantities that are not available to sell and items that have not been sold within the last year
Summary
Chapter 10: Business Intelligence for Purchase Order Processing
Purchase orders awaiting approval
Open purchase orders older than 45 days
Summary
Chapter 11: Miscellaneous Business Intelligence
Employee list with personal details by location
Commission details
Summary

What You Will Learn

  • Learn where and how to deploy an SQL View
  • Create PivotTables and PivotCharts using Excel
  • Design PowerViews in Excel
  • Use PowerPivot and PowerQuery in Excel for large data sets
  • Manage Receivables better through the use of Business Intelligence
  • Develop custom reports for your Microsoft Dynamics GP data
  • Manage products using Inventory Control and BI
  • Master how to use Excel Slicers, PivotTables, PivotCharts, PivotViews, Excel tables, Data Connections, and other Excel features

Authors

Table of Contents

Chapter 1: What Is BI and What Are BI Tools for Microsoft Dynamics GP?
What is BI and how do I get it?
Out-of-the-box BI tools for Microsoft Dynamics GP
Summary
Chapter 2: Business Intelligence for the General Ledger
Balance sheet dashboard
Ratio of AP to AR
Summary
Chapter 3: Business Intelligence for Bank Reconciliation
Bank balances with the last reconciliation date
Where the money goes
Summary
Chapter 4: Business Intelligence for Payables Management
Unapplied credits/payments, invoices on hold, and vendor holds
Sharable aged trial balance
Summary
Chapter 5: Business Intelligence for Receivables Management
Sharable aged trial balance
Customer sales this year compared to last year
Summary
Chapter 6: Business Intelligence for Sales Order Processing
Dashboard of sales by customer, state, item class, and salesperson
Dashboard of open orders by customer, state, item class, and salesperson
Items sold by the manufacturer
Summary
Chapter 7: More Business Intelligence on Sales Order Processing
SOP documents on process holds
Items shipped within the last 30 days with tracking numbers
Returned items report
Summary
Chapter 8: Business Intelligence for Inventory Control
Rolling 12-month turnover report
Items on which you most frequently adjust quantities
Summary
Chapter 9: More Business Intelligence for Inventory Control
Top 10 most invoiced and returned items
Items with quantities that are not available to sell and items that have not been sold within the last year
Summary
Chapter 10: Business Intelligence for Purchase Order Processing
Purchase orders awaiting approval
Open purchase orders older than 45 days
Summary
Chapter 11: Miscellaneous Business Intelligence
Employee list with personal details by location
Commission details
Summary

Book Details

ISBN 139781782177241
Paperback364 pages
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