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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

Bar chart with trend line


For our dashboard, we will add a bar chart showing revenue over time to enhance our revenue table. Then, we'll layer over a line to show net income as a complement to revenue. With this technique, we can show income, even when it's technically a loss, against revenue.

Let's start building our bar chart. To build a revenue chart, follow these steps:

  1. Open the GP 2016 Dashboard.xlsx file that we've been working with.

  2. Select the Dashboard worksheet.

  3. Highlight cells D7 through H8. They should contain the revenue and net income information from the table.

  4. Select the Insert tab from the ribbon.

  5. Select the icon for Combo Charts from the ribbon:

  6. The bar chart will automatically appear. Use your mouse to drag the new chart directly under the revenue table:

  7. Click anywhere on the chart (select), and the handle bars will appear around the chart. This will open a new menu option called Chart Tools:

  8. If your Revenue shows up as the bars and your Net Income shows as the line, your fine...

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