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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

Merging queries

One of the most powerful (pun intended) benefits of Power BI is the ability to bring data in from multiple data sources. Frequently, these disparate data sources can be combined together as a single data source for easier visual creation.

Although our Vendors query and our AP Document Details query come from the same SQL Server database, we'll merge them together as a single query. This is not an uncommon practice. Occasionally, you'll likely find yourself in a position where you want to join separate tables or views within GP together into a single query. Let's add the vendor class and the address (from the Vendors query) to the AP Document Details query:

  1. In Query Editor, select the AP Document Details query in the Queries pane. Although we can create an entirely new query by merging the two columns together, we'll just add the new column that we want from the Vendors query in the AP Document Details query.
  2. Select the words Merge Queries from the Combine...
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