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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

Using drill downs in GP 2016


At its simplest, a drill down is a hyperlink that links back into Dynamics GP. When the user clicks on the hyperlink, the focus changes to Microsoft Dynamics GP 2016, and the linked window opens in GP with the appropriate data. In the real world, a dashboard might display cash balances for each bank account or checkbook in GP terms. The operating checkbook would have a hyperlink attached on the dashboard. Clicking on the link would cause the checkbook register inquiry window to open in Dynamics GP and display information from the operating checkbook.

Drill down background

With regard to Dynamics GP, Microsoft uses the terms "drill down" and "drill back" interchangeably. For our purposes, they are the same thing.

A drill down link can work for inquiries and transactions throughout GP. Since there is little to no documentation on these drill downs, you would think that they would be hard to use, except that Microsoft gave us a huge shortcut. The Office Data Connector...

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