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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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Toc

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

What is Table Builder?


Before we start with the Jet Table Builder, let's review the definition of an Excel table. A table in Excel is similar to a mini database in Excel. Each row contains one and only one record, and all rows and columns are related to each other and work as one. Using a range of data in a single group (or grid), the data is easier to manage and use in other Excel features such as PivotTables. Jet Express for Excel provides us with the ability to create table directly from our GP data.

Tip

GP usually stores open, work, and history data in different tables. This is another great reason to use views. A view can be created to access all these tables so that you can have all corresponding data on the same report without having to link the tables together yourself. If you create an incorrect link, your data will not be correct.

Create a general ledger trial balance

Now, let's do what we came to do here: write a report in Excel. In the next chapter, we'll build some financials statements...

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