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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 folders

In this final source of getting data, we'll review folders. Sometimes, you'll get information from sources in individual files, but you need to report on all the data as one file. Maybe it's sales information being polled monthly from a point of sale system. You could create a separate Query for each month, but at the end of one year, you would have 12 separate Queries. What if you have 10 stores? At the end of the year, you would have 120 separate Queries. Not only is that more Queries for a single source than you would want to have, you wouldn't want to have to create a new Query each month. If the data is in the same format and in the same file type, you can just get the data from the folder, rather than individual files.

We will not be walking through getting data from a folder in this chapter. We'll cover it when we review editing/modeling data. It is the Query Editor tool that makes data usable as one complete data source. Use the...

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