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Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013

Book Description

Easily build powerful dashboards with Microsoft Dynamics GP 2013 and Excel 2013

  • Build a dashboard using Excel 2013 with information from Microsoft Dynamics GP 2013

  • Make Excel a true business intelligence tool with charts, sparklines, slicers, and more

  • Utilize PowerPivot’s full potential to create even more complex dashboards

In Detail

Accounting systems like Microsoft Dynamics GP 2013 hold a wealth of information. Excel 2013 provides a great tool for linking to, extracting, analysing, and presenting that rich data to help companies make better, faster, and smarter decisions.

Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 covers how to get the rich, detailed information contained in Microsoft Dynamics GP 2013 and present it in an attractive, easy-to-understand way using Excel 2013. The book shows in detail how to build great-looking dashboards that enhance a company’s decision-making process.

This book shows you how to get at the rich, detailed information contained in Microsoft Dynamics GP 2013 and present it in an attractive, easy-to-understand way using Excel 2013. This guide will take you from the basics of setup and deployment to creating secure, refreshable Excel reports. Using a whole host of tools available within Excel, this tutorial will show you how to visualize your data using simple conditional formatting techniques, easy-to-read charts, and allow you to make your data interactive with Slicers. Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 provides a way for you to easily build that interactive dashboard that your CFO keeps asking for.

Table of Contents

  1. Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013
    1. Table of Contents
    2. Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013
    3. Credits
    4. About the Author
    5. About the Reviewers
    6. www.PacktPub.com
      1. Support files, eBooks, discount offers and more
        1. Why Subscribe?
        2. Free Access for Packt account holders
        3. Instant Updates on New Packt Books
    7. Preface
      1. What this book covers
      2. What you need for this book
      3. Who this book is for
      4. Conventions
      5. Reader feedback
      6. Customer support
        1. Downloading the support files
        2. Errata
        3. Piracy
        4. Questions
    8. 1. Getting Data from Dynamics GP 2013 to Excel 2013
      1. SmartList exports
      2. SmartList Export Solutions
        1. Getting ready
        2. Creating macros
        3. Creating an export solution
        4. Navigation List export
      3. Report writer
      4. Microsoft Query
      5. SQL Server Reporting Services
      6. Management Reporter
      7. SQL Server Management Studio
      8. Analysis Cubes
      9. Third-party solutions
      10. Licensing
      11. Summary
    9. 2. The Ultimate GP to Excel Tool: Refreshable Excel Reports
      1. Security
        1. Network share security
        2. Database-level security
        3. Excel 2013 security
      2. Running Excel reports
        1. From Dynamics GP 2013
        2. From Excel 2013
        3. Manual versus auto refresh
      3. Modifying Excel reports
        1. Reformatting Excel data
        2. Modifying source data
        3. Office data connections
      4. Excel Report Builder
        1. Restrictions
        2. Calculations
        3. Options
        4. Publish
      5. Summary
    10. 3. Pivot Tables: The Basic Building Blocks
      1. Creating pivot tables from GP 2013 Excel report data
        1. Getting data to Excel
        2. Building a pivot table
      2. Creating pivot tables from GP 2013 data connections
        1. Building a revenue pivot table
      3. Copying pivot tables
        1. Building the income pivot table
        2. Creating a cash pivot table
      4. Creating connected pivot tables from inside Excel
        1. Building the sales pivot table
        2. Adding a receivables pivot table
      5. Excel Report Builder pivot tables
      6. Creating Power View reports
      7. Summary
    11. 4. Making Things Pretty with Formatting and Conditional Formatting
      1. Recap
      2. Preparation
      3. Get Pivot Data
        1. Revenue
        2. Net Income
        3. Formatting
      4. Icon sets
      5. Data bars
      6. Color Scales
        1. Adjusting Color Scales
      7. The green/yellow/red limit
      8. Some more formatting
      9. Summary
    12. 5. Charts: Eye Candy for Executives
      1. Recap
      2. Bar chart
        1. Adding a line
      3. Pie chart
      4. Speedometer chart
        1. Building a doughnut
        2. Cutting the doughnut in half
        3. Building a needle
        4. Finishing it off with sprinkles
      5. Bar chart with trend line
      6. Selecting charts
      7. Sparklines
        1. Preparing for sparklines
        2. Adding sparklines
        3. Sparkline idiosyncrasies
        4. Deleting sparklines
        5. Changing sparkline data
      8. Summary
    13. 6. Adding Interactivity with Slicers and Timelines
      1. Recap
      2. Learning about slicers
        1. Creating slicers
        2. Connecting slicers
        3. Slicer orientation
        4. Slicer options
      3. Timeline
        1. Timeline options
      4. Summary
    14. 7. Drilling Back to Source Data in Dynamics GP 2013
      1. Recap
      2. Learning about hyperlinks
      3. Using drill downs in GP 2013
        1. Drill down background
        2. Using drill downs
        3. Fixing the journal entry drill down problem
        4. Drill down link structure
      4. Drill Down Builder
        1. Complex drill downs
          1. Drilling down with GP 2013 and Excel 2013 on Citrix or Terminal Server
          2. Drilling down to GP 2013 on Citrix with Excel 2013 installed locally
        2. Other complex drill down scenarios
      5. Summary
    15. 8. Bringing it All Together
      1. Adding headers
      2. Cleaning it up
      3. Adding a logo
      4. Creating backgrounds
        1. The Fill Color feature
        2. Inserting a picture
        3. Inserting a background
      5. Good design
      6. Final cleanup
      7. Refreshing the data
      8. Sharing
        1. The quick option – e-mail
        2. Network sharing
        3. Hosting via SkyDrive
        4. Downloading via SkyDrive
        5. Downloading via SharePoint
        6. Hosting via SharePoint Excel Services
      9. Summary
    16. 9. Expanding Pivot Tables with PowerPivot
      1. PowerPivot Basics
      2. Bringing Dynamics GP 2013 information to PowerPivot
        1. Copying and pasting
        2. Linking to a spreadsheet
        3. Connecting via SQL Server
      3. Learning about relationships
      4. Creating a pivot table
        1. Understanding the Excel data model
      5. Other source options
        1. About Atom feeds
        2. SQL Server Reporting Services (SSRS)
          1. Generating an Atom feed from an SSRS report
          2. SSRS native connections
        3. Windows Azure Marketplace
      6. More PowerPivot options
        1. Millions of rows of data
        2. DAX formulas
        3. SharePoint
        4. Resources
      7. Summary
    17. 10. Slightly Crazy Stuff
      1. Using built-in ratios
      2. Current Ratio
      3. Microsoft Dashboard
      4. Negative data bars
      5. Quick Analysis
      6. Summary
    18. Index