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Building Dashboards with Microsoft Dynamics GP 2016
Building Dashboards with Microsoft Dynamics GP 2016

Building Dashboards with Microsoft Dynamics GP 2016: Excel, Jet Reports, and MS Power BI with GP 2016 , Second Edition

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Profile Icon Belinda Allen Profile Icon Mark Polino
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NZ$89.99
Full star icon Full star icon Full star icon Full star icon Full star icon 5 (1 Ratings)
Paperback Mar 2017 354 pages 2nd Edition
eBook
NZ$63.99 NZ$71.99
Paperback
NZ$89.99
Subscription
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Arrow left icon
Profile Icon Belinda Allen Profile Icon Mark Polino
Arrow right icon
NZ$89.99
Full star icon Full star icon Full star icon Full star icon Full star icon 5 (1 Ratings)
Paperback Mar 2017 354 pages 2nd Edition
eBook
NZ$63.99 NZ$71.99
Paperback
NZ$89.99
Subscription
Free Trial
eBook
NZ$63.99 NZ$71.99
Paperback
NZ$89.99
Subscription
Free Trial

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Building Dashboards with Microsoft Dynamics GP 2016

Chapter 1. Getting Data from Dynamics GP 2016 to Excel 2016

In more than 25 years of experience working in enterprise resource planning (ERP) consulting, every customer I've worked with put something of importance in Microsoft Excel. Why? The same reason you are reading this book. We all know how to use it, we like using it, and the people we share reports with know how to use it. However, we all want to know more about Excel, we all want to use it better, and (I cannot state this in big enough font) we want to impress someone with how great we are at using it. Yes, this means we want to share files and reports that make our colleagues and managers say, "Wow, how did you do this?," all while creating and managing these reports in less time.

Together, we will explore the power of Microsoft Excel 2016 and Microsoft Dynamics GP 2016 where we will build simple dashboards that looks anything but simple. Don't worry; we will not be doing any of the "developer-ish" stuff such as named ranges, macros, or VLOOKUPs. Microsoft has added so many amazing features to Excel that you can create amazing reports and dashboards all using native tools.

Before we can build a great Excel-based dashboard using the data in Dynamics GP 2016, we have to get the data out of GP and into Excel. This chapter covers eight major ways to get data from Dynamics GP into Excel, with a few extra options thrown in at the end.

By the end of this chapter, you should be able to get data into Excel using:

  • SmartList exports
  • SmartList Export Solutions
  • Get and Transform (formerly Microsoft Power Query)
  • Office data-connection files
  • SQL Server Reporting Services (SSRS)
  • SQL Server Management Studio (SSMS)
  • Jet Reports Express for Excel
  • Analysis cubes

Tip

Occasionally, we will reference either the Rich Client or the Web Client for Dynamics GP 2016. If you are not sure which option you have, follow the directions for the Rich Client.

  • Dynamics Rich Client: This is when Dynamics is installed directly on the machine
  • Dynamics Web Client: This is when Dynamics is accessed through a browser (Internet Explorer, Chrome, Firefox, Safari, and so on)
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Key benefits

  • • This book provides a core foundation for you to understand the ever-changing Microsoft Power BI
  • • Through this book, you’ll understand how data flows and is secured between Microsoft Dynamics GP and Microsoft Excel
  • • You’ll see how to create amazing dashboards using various tools such as Excel 2016, Power BI, Jet Express, and more

Description

Microsoft Dynamics GP is a complete ERP solution that is extremely beneficial for small to midsize organizations in helping them grow exponentially. The book shows you in detail how to build great-looking dashboards with Microsoft Dynamics GP that enhance a company’s decision-making processes. This guide will take you from the basics of setting up and deploying to creating secure, refreshable Excel reports. Using a whole host of tools available within Microsoft Dynamics GP and Excel, this tutorial will show you how to visualize your data using simple conditional formatting techniques and easy-to-read charts, and allow you to make your data interactive with slicers. We will also cover core topics such as Business Analyzer, Microsoft SQL Reporting services reports, BI360, and more. You will find out to use Power BI, share and refresh data and dashboards in Power BI, and use Power BI Query Editor. By the end of this book, you will have all the information required to build interactive dashboards using Dynamics GP.

Who is this book for?

This book is geared up for analysts and accountants keen on building and maintaining professional dashboards with Microsoft Excel 2016 for Microsoft Dynamics GP 2016 data, and building financials with visuals using the New Jet Reports Express Tool for Dynamics GP. An introduction is provided for those who want to maintain dashboards in Microsoft Power BI.

What you will learn

  • • Use GP Data in Excel 2016 in a meaningful way
  • • Build basic financial statements using Jet Reporting Express, including visualizations
  • • Understand the foundation of Power BI and its components
  • • Get and maintain data from Dynamics GP in Power BI
  • • Find out how to use the Power BI Query Editor (the Get and Transform feature in Excel 2016)
  • • Format basic visualizations to get better insights
  • • Understand Jet Reports Express, which is used to create basic financial statements
  • • Use the new Dynamics GP features, such as OData and adding Power BI tiles on the home page
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Publication date, Length, Edition, Language, ISBN-13
Publication date : Mar 10, 2017
Length: 354 pages
Edition : 2nd
Language : English
ISBN-13 : 9781786467614
Vendor :
Microsoft

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Estimated delivery fee Deliver to New Zealand

Standard delivery 10 - 13 business days

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NZ$74.95
(Includes tracking information)

Product Details

Publication date : Mar 10, 2017
Length: 354 pages
Edition : 2nd
Language : English
ISBN-13 : 9781786467614
Vendor :
Microsoft

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Table of Contents

15 Chapters
1. Getting Data from Dynamics GP 2016 to Excel 2016 Chevron down icon Chevron up icon
2. The Ultimate GP to Excel Tool – Refreshable Excel Reports Chevron down icon Chevron up icon
3. Pivot Tables – The Basic Building Blocks Chevron down icon Chevron up icon
4. Making Your Data Visually Appealing and Meaningful with Formatting, Conditional Formatting, and Charts Chevron down icon Chevron up icon
5. Drilling Back to the Source Data and Other Cool Stuff Chevron down icon Chevron up icon
6. Introducing Jet Reports Express Chevron down icon Chevron up icon
7. Building Financial Reports in Jet Express for GP Chevron down icon Chevron up icon
8. Introducing Microsoft Power BI Chevron down icon Chevron up icon
9. Getting Data in Power BI Chevron down icon Chevron up icon
10. Creating Power BI Visuals Chevron down icon Chevron up icon
11. Using the Power BI Service Chevron down icon Chevron up icon
12. Sharing and Refreshing Data and Dashboards in Power BI Chevron down icon Chevron up icon
13. Using the Power Query Editor Chevron down icon Chevron up icon
14. Bonus Chapter Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon

Customer reviews

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Vaidhy Mohan Apr 10, 2017
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I had the privilege to be the technical reviewer of this book. Having 13+ years of Dynamics GP and almost 5+ years of BI experience myself, it is not difficult for me to recommend this book for all those who use Microsoft Dynamics GP as your ERP. The authors, Belinda Allen & Mark Polino, each having more than 20+ years of relevant experience, are generous enough to share their knowledge with all of us.I've always said this to all my customers: if you cannot visualise your ERP data in the way you wanted, either you are not using your ERP to its fullest potential or your ERP is incapable. This book just shows you how good Dynamics GP is as an ERP and the many options you have to visualise your business data. This book helps you to create a simple tabular report to an advanced dashboard, using your GP data without sweating much. You don't need technical expertise to achieve this, as the concepts are neatly explained and simple to follow.I strongly recommend this book to all Dynamics GP users and consultants alike.
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