Building Dashboards with Microsoft Dynamics GP 2013 and by Mark Polino

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 enterprise intelligence software with charts, sparklines, slicers, and more
  • Utilize PowerPivot’s complete capability to create much more advanced dashboards

In Detail

Accounting structures like Microsoft Dynamics GP 2013 carry a wealth of knowledge. Excel 2013 offers a useful tool for linking to, extracting, analysing, and providing that wealthy facts to aid businesses make larger, speedier, and smarter decisions.

Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 covers how one can get the wealthy, designated details contained in Microsoft Dynamics GP 2013 and current it in an enticing, easy-to-understand method utilizing Excel 2013. The e-book indicates intimately the way to construct great-looking dashboards that improve a company’s decision-making process.

This ebook exhibits you the way to get on the wealthy, precise info contained in Microsoft Dynamics GP 2013 and current it in an enticing, easy-to-understand approach utilizing Excel 2013. This consultant will take you from the fundamentals of setup and deployment to making safe, refreshable Excel experiences. utilizing an entire host of instruments to be had inside Excel, this instructional will enable you to visualize your information utilizing uncomplicated conditional formatting recommendations, easy-to-read charts, and let you make your facts interactive with Slicers.

Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 offers a manner that you can simply construct that interactive dashboard that your CFO retains asking for.

What you are going to research from this book

  • Get Dynamics GP 2013 info into Excel 2013
  • Set up, set up, and safe refreshable Excel experiences 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 info readability with charts and sparklines
  • Add interactivity to a dashboard utilizing Slicers
  • Link dashboard facts again to Dynamics GP 2013
  • Approach extra complicated dashboards and resources utilizing PowerPivot

Approach

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

Who this publication is written for

You need not be knowledgeable to get the main from your Dynamics GP implementation and construct great-looking, simply maintained dashboards utilizing Microsoft Excel. when you've got a operating wisdom of Dynamics and Excel you will be generating remarkable dashboards in hours no longer days.

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

Example text

At its simplest, a data warehouse is a separate place to store information to report off of. Often the data is optimized to improve the reporting process as it moves into the data warehouse. A multidimensional or OLAP cube not only optimizes the structure of the data to improve reporting, it can pre-calculate and aggregate information to make reporting even more powerful. The term "data warehouse" can be scary to folks. Some companies go through painfully long data warehouse implementations with careful definition of every element and arguments over how to normalize data for consistency.

Analysis Cubes for Excel takes data from Dynamics GP 2013 and places it in an SQL Server-based data warehouse for use with SQL Server Analysis Services. Usually this is done once a day due to the volume of data that is being pushed through. At its simplest, a data warehouse is a separate place to store information to report off of. Often the data is optimized to improve the reporting process as it moves into the data warehouse. A multidimensional or OLAP cube not only optimizes the structure of the data to improve reporting, it can pre-calculate and aggregate information to make reporting even more powerful.

Click on the Developer tab and select Record Macro. Accept the default name of Macro1 and click OK. xlsm. Click on Favorites. Name the favorite Export Solution and click Add | Add Favorite. The favorite can be named anything. I'm using Export Solution for our example: Back on the SmartList window, select SmartList | Export Solutions. Name the solution as Export Solution. Tip There is a length limit of eighty (80) characters for the document name and path. This can be a little on the short side, so it can be difficult to point an export solution to a file deep in a network file tree.

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