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Real-world Business Intelligence with Microsoft Dynamics GP

Book Description

Become an expert at preparing reports using Dynamics GP quickly and efficiently

In Detail

Business intelligence (BI) is the process of making informed decisions based on timely and accurate information. Within an easy-to-use and easy-to-deploy enterprise resource planning (ERP) software solution, Microsoft Dynamics GP aims to provide small and mid-size businesses with complete control over their finances, inventory, and BI information, and to help them adapt to changing business needs.

This book is a collection of real Microsoft Dynamics GP user examples. Using one GP module at a time, the book reviews real GP users' issues and how BI can be used to resolve or improve them. Encompassing these real-life examples, the book reviews what BI to use and why, what BI tool was used and why, and how the results are used to solve problems and improve business success. This book will provide you with the tools to help you identify your BI need and a way to customize your end results in line with your business needs.

What You Will Learn

  • Learn where and how to deploy an SQL View

  • Create PivotTables and PivotCharts using Excel

  • Design PowerViews in Excel

  • Use PowerPivot and PowerQuery in Excel for large data sets

  • Manage Receivables better through the use of Business Intelligence

  • Develop custom reports for your Microsoft Dynamics GP data

  • Manage products using Inventory Control and BI

  • Master how to use Excel Slicers, PivotTables, PivotCharts, PivotViews, Excel tables, Data Connections, and other Excel features

  • Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the files e-mailed directly to you.

    Table of Contents

    1. Real-world Business Intelligence with Microsoft Dynamics GP
      1. Table of Contents
      2. Real-world Business Intelligence with Microsoft Dynamics GP
      3. Credits
      4. About the Author
      5. Acknowledgments
      6. About the Author
      7. About the Reviewers
      8. 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
      9. Preface
        1. Question
        2. Answer
          1. Baseball
          2. Jason Bourne
          3. James Bond
          4. Baseball, Jason Bourne, and James Bond versus. ERP BI
            1. Past performance
            2. Present performance
            3. Future performance
        3. What this book covers
        4. What you need for this book
        5. Who this book is for
        6. Conventions
        7. Reader feedback
        8. Customer support
          1. Downloading the example code
          2. Downloading the color images of this book
          3. Errata
          4. Piracy
          5. Questions
      10. 1. What Is BI and What Are BI Tools for Microsoft Dynamics GP?
        1. What is BI and how do I get it?
        2. Out-of-the-box BI tools for Microsoft Dynamics GP
          1. Business Analyzer
          2. SQL Server Reporting Services
          3. Microsoft Excel
          4. Microsoft Excel PowerPivot
          5. Microsoft Excel Power Query
          6. Microsoft Excel Power Map
          7. Microsoft Power BI
          8. Microsoft Excel Power View
          9. GP Analysis Cubes library
          10. SmartList and SmartList Designer
          11. Management Reporter
          12. Microsoft SharePoint
          13. Microsoft Dynamics GP Workspace for Office 365
        3. Summary
      11. 2. Business Intelligence for the General Ledger
        1. Balance sheet dashboard
          1. Brief background of the company
          2. Pain or goal defined
          3. BI and BI tool chosen
          4. Step-by-step guide to build the BI content
            1. Technical matter (in case you’re not a techie!)
            2. Non-technical matter
          5. What this BI content achieved
        2. Ratio of AP to AR
          1. Brief background of the company
          2. Pain or goal defined
          3. BI and BI tool chosen
          4. Step-by-step guide to build the BI content
            1. Technical matter (in case you’re not a techie!)
            2. Non-technical matter
          5. What this BI content achieved
        3. Summary
      12. 3. Business Intelligence for Bank Reconciliation
        1. Bank balances with the last reconciliation date
          1. Brief background of the company
          2. Pain or goal defined
          3. BI and BI tool chosen
          4. Step-by-step guide to build the BI content
            1. Technical matter (in case you're not a techie!)
            2. Non-technical matter
          5. What this BI content achieved
        2. Where the money goes
          1. Brief background of the company
          2. Pain or goal defined
          3. BI and BI tool chosen
          4. Step-by-step guide to build the BI content
            1. Technical matter (in case you're not a techie!)
            2. Non-technical matter
          5. What this BI content achieved
        3. Summary
      13. 4. Business Intelligence for Payables Management
        1. Unapplied credits/payments, invoices on hold, and vendor holds
          1. Brief background of the company
          2. Pain or goal defined
          3. BI and BI tool chosen
          4. Step-by-step guide to build the BI content
            1. Technical matter (in case you're not a techie!)
            2. Non-technical matter (in case you're not a techie!)
          5. What this BI content achieved
        2. Sharable aged trial balance
          1. Brief background of the company
          2. Pain or goal defined
          3. BI and BI tool chosen
          4. Step-by-step guide to build the BI content
            1. Technical matter (in case you're not a techie!)
            2. Non-technical matter
          5. What this BI content achieved
        3. Summary
      14. 5. Business Intelligence for Receivables Management
        1. Sharable aged trial balance
          1. Brief background of the company
          2. Pain or goal defined
          3. BI & BI tool chosen
          4. Step-by-step guide to build the BI content
            1. Technical matter (in case you're not a techie!)
            2. Non-technical matter
          5. What this BI content achieved
        2. Customer sales this year compared to last year
          1. Brief background of the company
          2. Pain or goal defined
          3. BI & BI tool chosen
          4. Step-by-step guide to build the BI content
            1. Technical matter (in case you're not a techie!)
            2. Non-technical matter
          5. What this BI content achieved
        3. Summary
      15. 6. Business Intelligence for Sales Order Processing
        1. Dashboard of sales by customer, state, item class, and salesperson
          1. Brief background of the company
          2. Pain or goal defined
          3. BI & BI tool chosen
          4. Step-by-step guide to build the BI content
            1. Technical matter (in case you're not a techie!)
            2. Non-technical matter
          5. What this BI content achieved
        2. Dashboard of open orders by customer, state, item class, and salesperson
          1. Brief background of the company
          2. Pain or goal defined
          3. BI & BI tool chosen
          4. Step-by-step guide to build the BI content
            1. Technical matter (in case you're not a techie!)
            2. Non-technical matter
          5. What this BI content achieved
        3. Items sold by the manufacturer
          1. Brief background of the company
          2. Pain or goal defined
          3. BI & BI tool chosen
          4. Step-by-step guide to build the BI content
            1. Technical matter (in case you're not a techie!)
            2. Non-technical matter
          5. What this BI content achieved
        4. Summary
      16. 7. More Business Intelligence on Sales Order Processing
        1. SOP documents on process holds
          1. Brief background of the company
          2. Pain or goal defined
          3. BI & BI tool chosen
          4. Step-by-step guide to build the BI content
            1. Technical matter (in case you're not a techie!)
            2. Non-technical matter
          5. What this BI content achieved
        2. Items shipped within the last 30 days with tracking numbers
          1. Brief background of the company
          2. Pain or goal defined
          3. BI & BI tool chosen
          4. Step-by-step guide to build the BI content
            1. Technical matter (in case you're not a techie!)
            2. Non-technical matter
          5. What this BI content achieved
        3. Returned items report
          1. Brief background of the company
          2. Pain or goal defined
          3. BI & BI tool chosen
          4. Step-by-step guide to build the BI content
            1. Technical matter (in case you're not a techie!)
            2. Non-technical matter
          5. What this BI content achieved
        4. Summary
      17. 8. Business Intelligence for Inventory Control
        1. Rolling 12-month turnover report
          1. Brief background of the company
          2. Pain or goal defined
          3. BI and BI tool chosen
          4. Step-by-step guide to build the BI content
            1. Technical matter (in case you're not a techie!)
            2. Non-technical matter
          5. What this BI content achieved
        2. Items on which you most frequently adjust quantities
          1. Brief background of the company
          2. Pain or goal defined
          3. BI and BI tool chosen
          4. Step-by-step guide to build the BI content
            1. Technical matter (in case you're not a techie!)
            2. Non-technical matter
          5. What this BI content achieved
        3. Summary
      18. 9. More Business Intelligence for Inventory Control
        1. Top 10 most invoiced and returned items
          1. Brief background of the company
          2. Pain or goal defined
          3. BI and BI tool chosen
          4. Step-by-step guide to build the BI content
            1. Technical matter (in case you're not a techie!)
            2. Non-technical matter
          5. What this BI content achieved
        2. Items with quantities that are not available to sell and items that have not been sold within the last year
          1. Brief background of the company
          2. Pain or goal defined
          3. BI and BI tool chosen
          4. Step-by-step guide to build the BI content
            1. Technical matter (in case you're not a techie!)
            2. Non-technical matter
          5. What this BI content achieved
        3. Summary
      19. 10. Business Intelligence for Purchase Order Processing
        1. Purchase orders awaiting approval
          1. Brief background of the company
          2. Pain or goal defined
          3. BI and BI tool chosen
          4. Step-by-step guide to build the BI content
            1. Technical matter (in case you're not a techie!)
            2. Non-technical matter
          5. What this BI content achieved
        2. Open purchase orders older than 45 days
          1. Brief background of the company
          2. Pain or goal defined
          3. BI and BI tool chosen
          4. Step-by-step guide to build the BI content
            1. Technical matter (in case you're not a techie!)
            2. Non-technical matter
          5. What this BI content achieved
        3. Summary
      20. 11. Miscellaneous Business Intelligence
        1. Employee list with personal details by location
          1. Brief background of the company
          2. Pain or goal defined
          3. BI and BI tool chosen
          4. Step-by-step guide to build the BI content
            1. Technical matter (in case you're not a techie!)
            2. Non-technical matter
          5. What this BI content achieved
        2. Commission details
          1. Brief background of the company
          2. Pain or goal defined
          3. BI and BI tool chosen
          4. Step-by-step guide to build the BI content
            1. Technical matter (in case you're not a techie!)
            2. Non-technical matter
          5. What this BI content achieved
        3. Summary
      21. Index