Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
Building Dashboards with Microsoft Dynamics GP 2016

You're reading from   Building Dashboards with Microsoft Dynamics GP 2016 Excel, Jet Reports, and MS Power BI with GP 2016

Arrow left icon
Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786467614
Length 354 pages
Edition 2nd Edition
Arrow right icon
Authors (2):
Arrow left icon
Belinda Allen Belinda Allen
Author Profile Icon Belinda Allen
Belinda Allen
Mark Polino Mark Polino
Author Profile Icon Mark Polino
Mark Polino
Arrow right icon
View More author details
Toc

Table of Contents (16) Chapters Close

Preface 1. Getting Data from Dynamics GP 2016 to Excel 2016 FREE CHAPTER 2. The Ultimate GP to Excel Tool – Refreshable Excel Reports 3. Pivot Tables – The Basic Building Blocks 4. Making Your Data Visually Appealing and Meaningful with Formatting, Conditional Formatting, and Charts 5. Drilling Back to the Source Data and Other Cool Stuff 6. Introducing Jet Reports Express 7. Building Financial Reports in Jet Express for GP 8. Introducing Microsoft Power BI 9. Getting Data in Power BI 10. Creating Power BI Visuals 11. Using the Power BI Service 12. Sharing and Refreshing Data and Dashboards in Power BI 13. Using the Power Query Editor 14. Bonus Chapter Index

Power BI Template

I've already mentioned just sharing the file Power BI Desktop (*.pbix) file created as a means of sharing prebuilt reports. There are two problems with this option. One, who has the original, and if it gets changed then is it still something that is sharable? Two, there is data stored in the file so it could get quite large, eating up unnecessary hard drive (or cloud storage) space. Both of these issues can be resolved by exporting our Power BI Desktop reports to a template format (*.pbit).

Let's create a template from the AP Information Power BI Desktop file that we created:

  1. Open the Power BI Desktop VendorInfo.pbix file that we created earlier.
  2. On the menu, click on File | Export | Power BI Template:
    Power BI Template
  3. The Export Template window will open. Enter a description of the template. Click on OK.
    Power BI Template
  4. Save the template in a secure location. You'll notice that the template will use the same name as the Power BI Desktop report, but it will have a .pbit extension.

You have now...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $19.99/month. Cancel anytime
Banner background image