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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

Understanding standard visuals


Let's begin creating visualizations. We'll only cover a few visuals, providing you with the foundation to create some amazing reports and dashboards.

Getting quick information with cards

The first visual we'll create is a card; specifically, a single number card. It's probably the least exciting, but it certainly has its place in business intelligence. We'll create a visualization that displays the total balance of our Accounts Payable (AP). In our example, if there is only one number, putting in a chart or graph will not offer any additional information and, in fact, might make it harder to read quickly. Look at the following image. I've displayed the total AP balance using three different chart visuals: Column, Pie, and Line. None of these visuals are easy to read or make sense of. Using these would be having a chart for the sake of having a chart, not for providing valuable insight:

Let's create our first visual, the Card, by following these steps:

  1. Open the...

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