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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

Working with dates and times

As Dynamics GP uses SQL Server for the database, and SQL Server tracks dates with the time, GP dates have a time attached to them. As cool as this may sound, GP doesn't use the time portion, so the time is always defaulted to midnight (12 AM).

Tip

There are a few places where time is tracked (for example, the advanced purchase order feature of purchase order approvals). In these rare exceptions, GP will use one Date/Time field for the approval date and a separate Date/Time field for the approval time.

When a record has a date on it, such as an AP invoice, it's probable that we'll want to see data grouped by elements of that date (for example, years, quarters, months, weeks, and/or days). A due date for an AP invoice is an excellent example of this. We usually like to see our AP invoices grouped by 30-day ranges of the due date, resulting in what we call aging buckets.

The Query Editor in Power BI makes working with dates and times a child's play...

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