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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

Summarizing with Group By

When creating visualizations in Power BI, data can be aggregated (summarized, counted, averaged, and more). There are circumstances where the data needs to be aggregated prior to being used on visualizations, perhaps so it can be merged or appended to another query. When this circumstance arises, we can use the Power BI Group By feature in the Query Editor. Let's do that now by creating a list where each vendor is listed once, along with the total amount due and the number of invoices that are outstanding:

  1. As we've used the AP Document Details query for visualization, we do not want to aggregate that query. Instead, we'll duplicate the AP Document Detail query and use the duplicate. In the Queries pane on the left (sometimes referred to in Microsoft literature as a blade), right-click on the AP Document Details query:
    Summarizing with Group By
  2. Select Duplicate from the pop-up menu. A new query will appear called AP Document Details (2).
  3. Right-click on AP Document Details (2...
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