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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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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 2. The Ultimate GP to Excel Tool – Refreshable Excel Reports

The easiest method of getting data out of GP into Excel is with Excel refreshable reports. These were introduced in GP version 10 and provide users with the ability to open an existing report which is connected to GP already. To get the latest data from GP you only need to use the Excel refresh button. What could be better. These work very similarly to SmartList as the data is sorted in the same way and almost all default SmartList objects have a corresponding Excel refreshable report.

Refreshable Excel reports are easy to deploy, easy to update, and easy to work with. That's why they make a great foundation for an Excel 2016 dashboard. In this chapter, you will learn how to:

  • Deploy refreshable Excel reports
  • Manage security to Excel reports
  • Run Excel reports
  • Build reports with SmartList Designer
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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