PacktLib: Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013

Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013

Credits

About the Author

About the Reviewers

www.PacktPub.com

Preface

Getting Data from Dynamics GP 2013 to Excel 2013

SmartList exports

SmartList Export Solutions

Report writer

Microsoft Query

SQL Server Reporting Services

Management Reporter

SQL Server Management Studio

Third-party solutions

Licensing

Summary

The Ultimate GP to Excel Tool: Refreshable Excel Reports

Security

Running Excel reports

Modifying Excel reports

Excel Report Builder

Summary

Pivot Tables: The Basic Building Blocks

Creating pivot tables from GP 2013 Excel report data

Creating pivot tables from GP 2013 data connections

Copying pivot tables

Creating connected pivot tables from inside Excel

Excel Report Builder pivot tables

Creating Power View reports

Making Things Pretty with Formatting and Conditional Formatting

Recap

Preparation

Get Pivot Data

Icon sets

Data bars

Color Scales

The green/yellow/red limit

Some more formatting

Summary

Charts: Eye Candy for Executives

Recap

Bar chart

Pie chart

Speedometer chart

Bar chart with trend line

Selecting charts

Sparklines

Summary

Adding Interactivity with Slicers and Timelines

Recap

Learning about slicers

Timeline

Summary

Drilling Back to Source Data in Dynamics GP 2013

Recap

Learning about hyperlinks

Using drill downs in GP 2013

Drill Down Builder

Summary

Bringing it All Together

Adding headers

Cleaning it up

Adding a logo

Good design

Final cleanup

Summary

Expanding Pivot Tables with PowerPivot

PowerPivot Basics

Bringing Dynamics GP 2013 information to PowerPivot

Creating a pivot table

Other source options

More PowerPivot options

Summary

Slightly Crazy Stuff

Using built-in ratios

Current Ratio

Microsoft Dashboard

Negative data bars

Quick Analysis

Summary

Index