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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

Getting data from files


Getting data from a file, such as Excel, CSV, XML, or text, is the most straightforward method of getting data into Power BI. We'll start here with an Excel file. Download and install the Power BI Desktop from www.PowerBI.com before you begin.

Note

Your Power BI Desktop may look a little different than mine, based on when you downloaded it, although the foundation will remain the same. A new version is released every month.

Using Excel reports in Power BI

Our goal here is to solely connect the data in an Excel file to the Power BI Desktop and import the data into the in-memory data model for Power BI. This will allow the data to reside in Power BI for use with its many visuals:

  1. Open Microsoft Dynamics GP SmartList and export the default SmartList Customers Balance * to Excel and Save:

  2. Open Microsoft Power BI. Upon opening it, you may receive a Getting Started window. This window contains links to the last few dashboards you've built, such as POWER BI BLOG, FORUMS, TUTORIALS...

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