Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
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

Arrow left icon
Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786467614
Length 354 pages
Edition 2nd Edition
Arrow right icon
Authors (2):
Arrow left icon
Belinda Allen Belinda Allen
Author Profile Icon Belinda Allen
Belinda Allen
Mark Polino Mark Polino
Author Profile Icon Mark Polino
Mark Polino
Arrow right icon
View More author details
Toc

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

Summarizing with Group By

When creating visualizations in Power BI, data can be aggregated (summarized, counted, averaged, and more). There are circumstances where the data needs to be aggregated prior to being used on visualizations, perhaps so it can be merged or appended to another query. When this circumstance arises, we can use the Power BI Group By feature in the Query Editor. Let's do that now by creating a list where each vendor is listed once, along with the total amount due and the number of invoices that are outstanding:

  1. As we've used the AP Document Details query for visualization, we do not want to aggregate that query. Instead, we'll duplicate the AP Document Detail query and use the duplicate. In the Queries pane on the left (sometimes referred to in Microsoft literature as a blade), right-click on the AP Document Details query:
    Summarizing with Group By
  2. Select Duplicate from the pop-up menu. A new query will appear called AP Document Details (2).
  3. Right-click on AP Document Details (2...
lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $19.99/month. Cancel anytime
Banner background image