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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

Merging columns


There will be occasions where you'll want to combine columns together to form a new column. Although it may be advantageous for the data to be separated in a database, it's not always the way we want to see our data in reports. A good example of this in GP is employee and salespeople information. There is a field for the first name and a separate field for the last name in the database. While reporting, we want a single field that uses the whole name, which leaves us with the task of merging these two columns (or fields) together. Using the data, we've already extracted, let's combine the city, state, and zip code for our vendors into a single field:

  1. In Query Editor, select the Vendors query in the Queries pane.

  2. Let's keep the original separated columns by creating a duplicate of each one, then merging the duplicated columns. Highlight the new City column, then right-click and choose Duplicate Column from the pop-up menu:

  3. Highlight the new State column, then right-click and...

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