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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

What is Jet and why should I use it?


Jet Express for Excel is not so much of a report writer, but rather a special tool box for Excel. This toolbox can enable you to not only access your GP data, but also extract exactly what you want from GP. This means you can use native Excel tools to create financial and operational statements. A great example of getting exactly the data you want would be the net change of a general ledger account for a certain period. You can set it so that the period is hard coded in the formula or you can have an Excel field for the period that you reference. This means you do not have to change every formula if the period changes. You can also set your reports to not show accounts if the balance is zero. Yes, you can do these things in Excel, but it is much easier with the Excel add-on from Jet. Using Jet makes it easier to create the report, and certainly makes it easier for the person consuming the report.

As mentioned earlier, Jet Express for Excel can be used...

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