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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

Chapter 3. Pivot Tables – The Basic Building Blocks

Pivot tables are the basic building blocks of analysis in Excel. The same concept of establishing the pivot table elements, that is, Rows (required), Values (required), Columns (optional), and Filters (optional), are used within most of the Microsoft-reporting tools. Very often, I am asked how someone can make a pivot table look like a report and not like a table. With a few clicks of the mouse, your pivot table can become a professional, easy-to-read report.

At their most complex, these tables provide infinite ways to analyze and visualize data. We can't fit an infinite number of ways in this book, so we'll use some common scenarios here.

In this chapter, we will start building our Dynamics GP dashboard by learning about:

  • Creating pivot tables from GP 2016 Excel report data
  • Creating pivot tables from GP 2016 data connections
  • Copying pivot tables
  • Creating connected pivot tables from Excel

In the next few of chapters...

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