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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

Pie chart


Pie charts are useful for showing percentages and portions. They are great for segmenting data. In our dashboard, we want to show the breakdown of receivables to understand what buckets our receivables fall into. In other words, we need to understand what percentage of our receivables is new and what percentages are aged at various lengths.

A pie chart is not a one size fits all for visualizations. Be careful when deciding to use a pie chart that you need to show various sums or counts and how they pertain to the grand total. Pie charts work for receivables, but not to show your cash balance. Be thoughtful!

Tip

Never use 3D charts, especially for pie charts. Depending on the angle or the rotation, your numbers will look skewed. Unless, of course, you want them skewed and you do not want anyone to see what your numbers really look like.

To build our receivables aging pie chart, use these steps:

  1. Select the Receivables Aging worksheet.

  2. Click on any cell in the pivot table to select the...

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