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Microsoft Dynamics GP 2016 Cookbook

You're reading from Microsoft Dynamics GP 2016 Cookbook Over 100 powerful and effective recipes to help you solve real-world Dynamics GP problems

Product type Paperback

Published in Aug 2016

Publisher

ISBN-13 9781786463401

Length 376 pages

Edition 1st Edition

Tools

Dynamics GP

Concepts

Enterprise Resource Planning

Authors (2):

Ian Grieve

Mark Polino

View More author details

Table of Contents (15) Chapters

Preface

1. Personalizing Dynamics GP FREE CHAPTER

2. Organizing Dynamics GP

3. Automating Dynamics GP

4. Leveraging New and Updated Features in Dynamics GP

5. Exposing Hidden Features in Dynamics GP

6. Improving Dynamics GP with Hacks

7. Preventing Errors in Dynamics GP

8. Harnessing the Power of SmartLists

9. SmartList Designer

10. Connecting Dynamics GP to Microsoft Office 2016

11. Maintaining Dynamics GP

12. Extending Dynamics GP Professional Services Tools Library

13. Modern Business Intelligence for Dynamics GP

Index

Delivering the goods with Excel-based dashboards

Hidden in Dynamics GP are a set of pre-built Excel-based dashboards designed to give users an easy start to analyzing GP data. In this recipe, we'll look at how easy it is to use those dashboards.

Getting ready

Prior to using the prebuilt dashboards, refreshable Excel reports should be deployed and working. We cover how to do this in the Skipping the exports by using pre-built Excel reports recipe.

How to do it…

Once Excel reports are running, follow these steps:

Select Purchasing from the Navigation pane. In the top section of the Navigation pane, select Excel Reports.
Scroll down and double-click the Purchasing Dashboard report (it will be preceded by the company identifier. For our sample company it's T16R2Purchasing Dashboard)
Excel will open displaying Purchasing Dashboard:
From the Excel menu, select Data | Refresh All to force the report to bring in updated information from Dynamics GP.

How it works…

The data is collected...

The rest of the chapter is locked

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Authors (2)

Grieve

Grieve

Ian Grieve is a Microsoft Most Valuable Professional for Microsoft Dynamics GP. He is also a certified Dynamics CRM consultant, specializing in the delivery of Microsoft Dynamics GP. He is the ERP Practice Manager at Perfect Image Ltd., a Microsoft partner, and VAR in the North-East of England, where he is responsible for the delivery, by his team, of all Dynamics GP projects. Ian has worked with Microsoft Dynamics GP since 2003, and over the years, he has dealt with all aspects of the product's life cycle, ranging from presales, implementation, technical, and functional training post go-live support to subsequent upgrades and process reviews. Ian is the author of Microsoft Dynamics GP 2013 Financial Management by Packt Publisihing and Microsoft Dynamics GP Workflow 2.0 and Implementing the Microsoft Dynamics GP Web Client by azurecurve Publishing. He is also the co-author of Microsoft Dynamics GP 2013 Cookbook by Packt Publisihing. Additionally, he has produced the Microsoft Dynamics GP Techniques online learning course and was the technical reviewer for several books on Microsoft Dynamics CRM published by Packt Publishing, including Microsoft Dynamics CRM 2011 Cookbook. In his spare time, Ian runs the azurecurve blog, Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk), which is dedicated to Microsoft Dynamics GP and related products. The most recent offshoot of running his blog is that Ian has started writing plugins to extend the functionality of the blogging platform, WordPress. A new site, azurecurve Development (http://development.azurecurve.co.uk), contains information about his plugins.

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Polino

Polino

Mark Polino is CPA, with additional certifications in financial forensics (CFF) and information technology (CITP). He is a Microsoft MVP for Business Solutions and a GPUG All Star who has worked with Dynamics GP and its predecessors since 1999. He works as the Director of Client Services for Fastpath, and he runs the DynamicAccounting.net website dedicated to all things Dynamics GP. He is a regularly featured speaker at Dynamics GP related events. This is Mark's tenth book, and his seventh GP related book with Packt Publishing. His work includes eight technology-focused books and two novels. He is also the author of the best-selling Microsoft Dynamics GP 2010 Cookbook, the spin off Lite edition, and a co-author for updated GP 2013 and 2016 editions, all from Packt Publishing.

See other products by Polino

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