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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

Connecting to data in Dynamics GP


Now that we have made a simple Excel data connection, let's focus on getting data from Dynamics GP. The first step in connecting to data is knowing where the data resides. In the case of Dynamics GP, that would be a Microsoft SQL Server Database. No worries, you do not have to go into SQL, be an SQL God, or even know SQL. We'll provide you with tips to help you get to the data you want and make sure the data requires as little cleanup as possible. We'll discuss cleaning, which is also known as transforming, cleansing, editing, modeling, and so on, in a later chapter. There are three ways to get data from SQL into Power BI; we'll review those options in the following sections.

Direct SQL Connect

Let's begin with directly connecting to the SQL database. Power BI makes this super easy:

  1. Open Microsoft Power BI. Upon opening, if you receive a Getting Started window, close it. We'll connect to the data from within the Power BI application.

  2. On the Power BI ribbon,...

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