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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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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

Recap


In the previous chapter, we reviewed why Jet Express for GP is now free and available for all GP users. We also used the Jet Table Builder to create an Excel table to generate the effect of a general ledger trial balance. While the Table Builder is a great tool, it does not provide users with an easy method of getting the data from a table into a format that looks like the traditional balance sheet, or profit and loss statement. The Jet Express for GP GL function makes creating financial statements a snap. The GL function only reads data from the general ledger transactions, so we'll use the GL function to create reports for this chapter.

Tip

Create reports in the order of this chapter. Start with the balance sheet, then the profit and loss and, finally, the additional elements. To maximize your learning experience, we will use different approaches for each topic beginning with the easiest approach.

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