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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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Toc

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

Power BI Template

I've already mentioned just sharing the file Power BI Desktop (*.pbix) file created as a means of sharing prebuilt reports. There are two problems with this option. One, who has the original, and if it gets changed then is it still something that is sharable? Two, there is data stored in the file so it could get quite large, eating up unnecessary hard drive (or cloud storage) space. Both of these issues can be resolved by exporting our Power BI Desktop reports to a template format (*.pbit).

Let's create a template from the AP Information Power BI Desktop file that we created:

  1. Open the Power BI Desktop VendorInfo.pbix file that we created earlier.
  2. On the menu, click on File | Export | Power BI Template:
    Power BI Template
  3. The Export Template window will open. Enter a description of the template. Click on OK.
    Power BI Template
  4. Save the template in a secure location. You'll notice that the template will use the same name as the Power BI Desktop report, but it will have a .pbit extension.

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