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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

Typical workflow of Power BI


There is no one right way to work in Power BI. It's a very individualized product and process:

That being said, let's review the typical workflow in Power BI:

  1. A user can begin by creating a connection to data using the Power BI Desktop and pulling the data into the in-memory data model.

  2. The data is then modeled, that is, edited, transformed, and so on.

  3. Reports are built in the Power BI Desktop.

    Tip

    I like to see multiple report pages built, with each page covering a particular area. By this, I mean that if you are displaying sales information, you may have a page for products sold, customer sales, salesperson information, and so on. My reasoning is that once the visuals are in the service on a dashboard, clicking on the visual will open the report on which the visual resides. If I click on a Salesperson visual, I will probably want more information based on Sales people. Organizing your reports will achieve this kind of organization.

  4. The data connection, data, and reports...

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