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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

Product type Paperback

Published in Mar 2017

Publisher

ISBN-13 9781786467614

Length 354 pages

Edition 2nd Edition

Tools

Dynamics GP

Concepts

Enterprise Resource Planning

Authors (2):

Belinda Allen

Mark Polino

View More author details

Table of Contents (16) Chapters

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

Summary

We've looked at one of the best methods for getting data for our dashboard. We've deployed, secured, run, and built Excel reports. Now that we've thoroughly explored one of the best ways to get real-time data out of Dynamics GP 2016 and into Microsoft Excel, let's start looking at how to use this information as the foundation for a dashboard.

In the next chapter, we will start to build our dashboard using one of the fundamental building blocks—the pivot tables.

You have been reading a chapter from

Building Dashboards with Microsoft Dynamics GP 2016 - Second Edition

Published in: Mar 2017

Publisher:

ISBN-13: 9781786467614

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Authors (2)

Belinda Allen

Belinda Allen

Belinda Allen is a Microsoft Most Valuable Professional for Dynamics GP (MVP) and a GPUG (GP User Group) All-Star. Belinda is currently the Business Intelligence Program Manager for the new Azure Cloud-based SaaS ERP offering, PowerGP Online. This is an amped-up version of the GP we all love, running in the Microsoft Azure Cloud. In this role, she helps both Partners and Customers design and implement BI methodologies, allowing businesses to make decisions based on timely and accurate information. Belinda was one of the co-founders of Smith & Allen Consulting, Inc. (SACI), a New York City based firm with over 25 years' experience specializing in business intelligence, analytics and ERP software. On April 1, 2016, SACI joined forces with Njevity, Inc. (www.NjevityToGo.com). Now she gets to spend time in her favorite place, the world of Business Intelligence (BI). NjevityToGo offers solutions for ERP, CRM, BI, and much more in the cloud. Njevity is also the force behind PowerGP Online. Belinda's first book, Real-world Business Intelligence with Microsoft Dynamics GP was co-written with Mark Polino. It's a dive into where to Implementing a Business Intelligence Methodology with Microsoft Dynamics GP. Currently a member of the Credentialing Council for the Association of Dynamics Professionals, Belinda was the first Council Chair. In this role, she led a team of community leaders providing guidance and insight in the delivery and development of credentials for both Microsoft Dynamics GP and Microsoft Dynamics NAV. Belinda is also an inaugural member of the Board of Advisors for PBIUG (Power BI User Group.) In this role she provides her experience to the User Board Members, while they create the foundation for this new organization. The goal is to make Power BI a critical tool in the user's organizations. Belinda began implementing ERP systems so long ago that Windows was not an operating system but an application. And at that time, larger businesses used main frames with monitors that projected green type on black backgrounds, and smaller business did their accounting by hand. Having seen the evolution that has taken place over the years from sheets of paper to integrated analytics, Belinda still gets excited every time she helps a business improve. Belinda is also well known for her blog, www.BelindaTheGPcsi.com. On her blog, she shares really useful information about the product quickly and succinctly. She has earned the nickname GP CSI because she excels at reviewing GP problems and figuring out what went wrong… and why. With followers from all over the globe, she is able to share knowledge and achieve her mission--"To improve the lives and business success of my followers." Belinda has just started her new blog, www.BIbelinda.com, which is devoted to Microsoft Power BI. When not delving into GP problems and spearheading business success for clients, Belinda enjoys sailing, crochet/knitting, sewing/quilting, reading, and turning wood.

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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.

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