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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

Other cool Excel stuff


Let's take a look at all the other exciting stuff that Excel has in store for us!

Adding a logo

In almost every case, you'll want to add a company logo to a dashboard. Logos help dress up even a plain dashboard. Often, they end up in the left-hand corner, so you may need to move your titles around. They don't have to end up there though.

For our example, I wanted something available to every Excel user, so we'll use a star symbol available in Excel 2016 as our company logo. Perform these steps to add a logo:

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

  2. Select the Dashboard tab.

  3. On the ribbon, go to Insert | Illustrations | Pictures Online.

  4. In the Bing Image Search box, type Star and press Enter:

  5. Select the star you wish to use and click on Insert.

  6. Drag the star to your desired location. I chose to insert it directly under column I.

  7. Use the handles to resize the star to fit in the unused space:

For your company logo, your process will be slightly different...

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