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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

Chapter 5. Drilling Back to the Source Data and Other Cool Stuff

Our dashboard is looking great and is already providing real value. Now, let's polish it and add some additional functionality.

Once you deploy a dashboard, it's obvious that people would want more information. A great way to manage this is to build a couple of dashboards. Usually, this looks like a primary dashboard with secondary dashboards that break out more information about sales, cash, or departments. We've done this at a very simple level with our Revenue tab and Net Income tabs. Another great way to deal with the need for detail and to take your dashboard beyond what everyone else is doing is to allow users to drill down into specific transactions or accounts in Microsoft Dynamics GP 2016.

In this chapter, we will look at the following topics:

  • Slicer and timeline options
  • Hyperlinks and drill downs
  • Other cool Excel stuff
  • Refreshing data
  • Final cleanup
  • Sharing
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