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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

Creating connected pivot tables from inside Excel

So far, we've created pivot tables by starting in Dynamics GP 2016 and sending information to Excel. We can also use Excel 2016 to pull data out of Dynamics GP. For our dashboard, we need some sales data and receivables totals. The sales data that we want exists as a Dynamics GP data connection. The receivables data connection doesn't contain quite what we need, so we'll have to adjust it.

Building the sales pivot table

Let's add a sales pivot table first. To create our sales pivot table, follow these steps:

  1. In Excel 2016, click plus (+) next to the worksheet tabs 2016 to add a new worksheet. Name the worksheet Top Ten Customers.
  2. Select the Data tab and click on Existing Connections from the ribbon.
  3. Click on Browse for More… and navigate to where you installed the GP 2016 data connections for the sample company. Earlier, we deployed it to C:\GP2016XL\Data Connections\TWO.
  4. Select the Sales directory and double-click on...
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