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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

Appending queries

On occasions, you may choose to append queries rather than merge them. Here's another example that will explain the difference. You have a list of customers in GP and a list of prospects in CRM. You want to combine them into a single query with Customer ID and Prospect ID in the same column; with Customer Name and Prospect Name in the same column, and so on. This is appending, and Power BI can handle this easily as well.

Let's share a few screenshots with you, rather than walking you through it step by step:

  1. First, we will perform Get Data for both data sources.
  2. We'll need to make sure the columns are in the exact same order (ID, Name, Address, and more) with the exact same column names.
  3. Make sure the columns in both queries formatted the same; for example, the ID column is formatted as text for both.
  4. Highlight one of the columns in the Query Editor and select Append Queries from the Combine area of the ribbon from the Home tab.
  5. If appending Two tables together...
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