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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 2. The Ultimate GP to Excel Tool – Refreshable Excel Reports FREE CHAPTER 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

Preparation


The idea behind any financial dashboard is to give users a snapshot of key business metrics. On a car dashboard, more important information is given greater weight, that is, the gauges are bigger, placed in the center, and so on. Periodically important data is highlighted as necessary, for example, when the low fuel light comes on to ensure that you are paying attention to the fuel gauge. It doesn't hurt to think that way for financial dashboards as well. We don't want to clutter up our dashboard with too much information.

Now that we have the data that we need, we need to set up a sheet to hold our dashboard. To create a new sheet, follow these steps:

  1. Open the GP 2016 Dashboard.xlsx file that we saved in the previous chapter.

  2. At the bottom of the sheet to the right of the tabs, click on the plus (+) button to create a new sheet.

  3. Use the left mouse button to drag the new sheet all the way to the left, making it the first sheet on the left-hand side.

  4. Right-click on the sheet name and...

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