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Download Building Dashboards with Microsoft Dynamics GP 2013 and by Mark Polino PDF

By Mark Polino

Easily construct strong dashboards with Microsoft Dynamics GP 2013 and Excel 2013

Overview

  • Build a dashboard utilizing Excel 2013 with details from Microsoft Dynamics GP 2013
  • Make Excel a real company intelligence device with charts, sparklines, slicers, and more
  • Utilize PowerPivot’s complete power to create much more complicated dashboards

In Detail

Accounting platforms like Microsoft Dynamics GP 2013 carry a wealth of data. Excel 2013 offers a useful tool for linking to, extracting, analysing, and proposing that wealthy facts to assist businesses make higher, speedier, and smarter decisions.

Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 covers the way to get the wealthy, certain info contained in Microsoft Dynamics GP 2013 and current it in an enticing, easy-to-understand manner utilizing Excel 2013. The publication exhibits intimately find out how to construct great-looking dashboards that improve a company’s decision-making process.

This publication exhibits you the way to get on the wealthy, specified info contained in Microsoft Dynamics GP 2013 and current it in an enticing, easy-to-understand approach utilizing Excel 2013. This advisor will take you from the fundamentals of setup and deployment to making safe, refreshable Excel reviews. utilizing a complete host of instruments on hand inside of Excel, this educational will provide help to visualize your info utilizing uncomplicated conditional formatting options, easy-to-read charts, and let you make your facts interactive with Slicers.

Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 presents a fashion so you might simply construct that interactive dashboard that your CFO retains asking for.

What you'll research from this book

  • Get Dynamics GP 2013 details into Excel 2013
  • Set up, installation, and safe refreshable Excel studies in Dynamics GP 2013 to get stay GP info to Excel
  • Consolidate and current GP 2013 info utilizing Excel pivot tables
  • Improve the appear and feel of a dashboard with conditional formatting
  • Enhance facts readability with charts and sparklines
  • Add interactivity to a dashboard utilizing Slicers
  • Link dashboard info again to Dynamics GP 2013
  • Approach extra advanced dashboards and assets utilizing PowerPivot

Approach

Follow real-life, step by step examples that offer the construction blocks to construct enticing dashboards. This sensible advisor is all approximately doing. Get your information, open up Excel, and go!

Who this ebook is written for

You need not be a professional to get the main from your Dynamics GP implementation and construct great-looking, simply maintained dashboards utilizing Microsoft Excel. when you have a operating wisdom of Dynamics and Excel you can be generating impressive dashboards in hours no longer days.

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Additional info for Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013

Sample text

Drill down through the folders to Reports | TWO | Financial. Excel 2013 will open with live data from Dynamics GP. Manual versus auto refresh Excel reports are refreshable, but that doesn't mean that they have to refresh automatically. Often accountants ask about saving a static version of the file. They love the idea of refreshing data, but they want it to happen on their terms. Most accountants prefer information that doesn't change once it's been finalized, so this request is perfectly natural.

Ini file: ExportOneLineBody=TRUE This will force wrapped lines in the body of the report to export as a single line. This doesn't affect the headers or footers exported from Report Writer. Microsoft Query Microsoft Query is old technology. It's been in Microsoft Excel since at least Excel 97. It's still in Excel 2013 because it works. Microsoft Query is commonly abbreviated MS Query, and you'll see that used in this section as well. In Chapter 2, The Ultimate GP to Excel Tool: Refreshable Excel Reports, we will look at deploying and using the refreshable Excel reports contained in Dynamics GP.

Since these exports are typically repetitive, the setup is worth the effort. Next, we need to turn on the Developer Ribbon in Excel:In Excel 2013, select File | Options | Customize RibbonCheck the box next to Developer on the right-hand sideClick OK Creating macros A SmartList Export Solution allows you to run an Excel macro before or after the data arrives to format or manipulate the information so you only have to do it once. Let's record our Excel macro. Click on the Developer tab and select Record Macro.

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