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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

Microsoft Power BI

There are so many cool things to show in Microsoft Power BI that we debated what to show in the bonus chapter for a long time. Finally, we settled on creating a visual that uses a map as the foundation and creating visuals when our data source is a series of files.

The former is pretty self-explanatory. We'll create a map that displays our customer balances by the location of the customer itself. The latter is a great solution when data is fed to us through a series of files, such as from a point of sale system. A point of sale system would provide us with a report every day. These reports can be placed in a folder, and we can read all the files from the folder as if they were one data source. Although it may seem that this is a less common scenario, at some point in the future, you'll need it and be glad that you know about it.

Map of customer balances

As we already mentioned, our goal in this section is to walk you through creating a visual of a map that displays...

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