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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

Importing an Excel report

Sometimes, the data we want to access using the Power BI service is already in an Excel report that works beautifully. Maybe, it is a financial statement we built using Jet Express for GP. Why recreate a report when all we want to do is use the Power BI service to have the report available whenever we want to reference it?

Let's add the FinancialStatement.xlsx report we built in Chapter 7 , Building Financial Reports in Jet Express for GP. Perform the following steps:

  1. Go to www.PowerBI.com and log in using your Power BI account, if you are not already logged in.
  2. In the navigation pane, click on the plus sign next to Datasets to add or Get Data to the service:
    Importing an Excel report
  3. In the Get Data window, under Import or Connect to Data, select the Get button for Files. Consider the following screenshot:
    Importing an Excel report
  4. Click on Local File. Map out and find the FinancialStatement.xlsx file you saved in Chapter 6, Introducing Jet Reports Express:
    Importing an Excel report
  5. In the Local File window, select the Upload button:
    Importing an Excel report
  6. On the...
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