Creating pivot tables from GP 2016 Excel report data

The starting point for pivot tables is simply to use data in Microsoft Excel 2016. I often present a session titled PivotTables 101. After almost every presentation, at least one person tells me that they almost didn't attend because they "already knew how to use pivot tables." They then tell me that they are glad they attended as they didn't know about many of the simple Excel features that can turn an ordinary pivot table into an amazing report, chart, or dashboard. Together, we will create and use those features now.

Getting data to Excel

To build our first pivot table, let's start with the TWO AccountSummary Default Excel report that we used in Chapter 2, The Ultimate GP to Excel Tool – Refreshable Excel Reports. Then, follow these steps:

1. In Dynamics GP, on the navigation pane on the left-hand side, click on Financial. The list pane above will change to show financial items.

2. In the list pane, click on Excel Reports.

3. In the navigation list...