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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

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786467614
Length 354 pages
Edition 2nd Edition
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Authors (2):
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Belinda Allen Belinda Allen
Author Profile Icon Belinda Allen
Belinda Allen
Mark Polino Mark Polino
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Mark Polino
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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

Jet Express for GP

There are two additional features we'd like to share regarding the GL function for building any financial statements using Jet Express for GP. One feature can eliminate a potential problem, while the second adds cool functionality to refreshing reports. Let's dig into these now.

Eliminating values that should be zero

Occasionally, when referencing categories or accounts that have no transactions and, therefore, a zero balance, Jet may display an amount because it doesn't know what to do if no transactions exist. This is easy to correct and/or prevent.

In the following example, we have built a report that displays the account number, account description, and the amount for two account categories. The first category is Cash and the second is Deferred Revenue/Expense accounts. Although there are some accounts assigned to the Deferred Revenue/Expense categories, these accounts have never been used; yet, a balance displays on the report. Let's correct this...

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