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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

Running Excel reports

Our next step is to run an Excel report. These reports can be run from Dynamics GP 2016, or they can be directly opened in Excel 2016. We will look at both these options.

From Dynamics GP 2016

To run an Excel report from within Dynamics GP, follow these steps:

  1. In the navigation pane on the left-hand side, click on Financial. The list pane above will change to show financial items.
  2. In the list pane, click on Excel Reports.
  3. In the navigation list in the center, select TWO AccountSummary Default. Make sure that you select the Option column's options that includes Reports:
    From Dynamics GP 2016

    Note

    Options that contain the word Reports open Excel reports. Options with Data Connections in the string indicate the data connector to build a new report, not an actual report. You can limit the Excel reports list to just Reports or Data Connections with the Add Filter button just above the Excel reports list.

  4. Double-click on the TWO AccountSummary Default item.
  5. We disabled the security warning earlier...
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