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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

Transforming data

Sometimes, the data is in the field correctly, but it is not capitalized the way you want or there are blank spaces at the end of the field. This will happen more than you would expect. Power BI can handle these situations as well.

Trim a little off the top, the right, the left, and so on

In a database, a single field will have a maximum allowable length. Occasionally, all data in those fields will be the maximum length, even when spaces are used to fill the empty spots. Imagine you have a Vendor ID field with a maximum allowable length of 16 characters, which is the case in Microsoft Dynamics GP. In some tables, Vendor ID ABC001, which is actually six characters, will fill the entire space so 10 blank spaces are at the end. Normally, these blank spaces are not an issue; although, it will take longer to extract the data because it has to pull each blank space as well. If it were just a matter of data extraction, we probably wouldn't even address this issue in this introduction...

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