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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 FREE CHAPTER 2. The Ultimate GP to Excel Tool – Refreshable Excel Reports 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

Excel refreshable reports via SmartList Designer

Since the release of the original version of this book, which focused on Dynamics GP 2013, SmartList has received a few updates. The Designer, which is now part of SmartList, allows for the creation of Excel refreshable reports based on custom SmartList objects that were originated in the Designer. The Designer can easily create both a SmartList object and an Excel refreshable report using a SQL view (which we discussed in Chapter 1, Getting Data from Dynamics GP 2016 to Excel 2016.) Let's create a new SmartList object and a new Excel refreshable report now.

Create a new SmartList object

Let's create a new SmartList object that will display the bank accounts and their balances, from the Bank Reconciliation module. Microsoft has a view already built to do this very thing, named CM00500, which is stored in each company's SQL database. Let's take a look at the following steps to create a new object:

  1. Open SmartList as you would...
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