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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

Splitting columns

Previously, when discussing why you would want to merge columns, we talked about employee and salespeople names. Now, let's talk about how we would handle it if we had the full name of someone (for example, employee, salesperson, contact, and more), and you wanted a column with just the last name. Power BI Query Editor has the ability to separate the data in a single column.

In our Vendors query with which we've been working, we have a column for Vendor Class ID. In the sample data from GP, Vendor Classes have the country identified first, and then it uses two other codes that are all separated by commas. Let's assume that we want a separate column for each of the three segments in this sample Vendor Class data. Let's perform this action now:

  1. In Query Editor, select the Vendors query in the Queries pane.
  2. Highlight the Vendor Class ID column. It's possible that we may want the class ID intact for some instances and broken down for others. Let&apos...
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