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|a Polino, Mark,
|e author.
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|a Building dashboards with Microsoft dynamics GP 2013 and Excel 2013 /
|c Mark Polino.
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|a Birmingham :
|b Packt Publishing,
|c 2013.
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|a 1 online resource (422 pages)
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|a Table of Contents; Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013; Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013; Credits; About the Author; About the Reviewers; www.PacktPub.com; Support files, eBooks, discount offers and more; Why Subscribe?; Free Access for Packt account holders; Instant Updates on New Packt Books; Preface; What this book covers; What you need for this book; Who this book is for; Conventions; Reader feedback; Customer support; Downloading the support files; Errata; Piracy; Questions.
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|a 1. Getting Data from Dynamics GP 2013 to Excel 2013SmartList exports; SmartList Export Solutions; Getting ready; Creating macros; Creating an export solution; Navigation List export; Report writer; Microsoft Query; SQL Server Reporting Services; Management Reporter; SQL Server Management Studio; Analysis Cubes; Third-party solutions; Licensing; Summary; 2. The Ultimate GP to Excel Tool: Refreshable Excel Reports; Security; Network share security; Database-level security; Excel 2013 security; Running Excel reports; From Dynamics GP 2013; From Excel 2013; Manual versus auto refresh.
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|a Modifying Excel reportsReformatting Excel data; Modifying source data; Office data connections; Excel Report Builder; Restrictions; Calculations; Options; Publish; Summary; 3. Pivot Tables: The Basic Building Blocks; Creating pivot tables from GP 2013 Excel report data; Getting data to Excel; Building a pivot table; Creating pivot tables from GP 2013 data connections; Building a revenue pivot table; Copying pivot tables; Building the income pivot table; Creating a cash pivot table; Creating connected pivot tables from inside Excel; Building the sales pivot table.
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|a Adding a receivables pivot tableExcel Report Builder pivot tables; Creating Power View reports; Summary; 4. Making Things Pretty with Formatting and Conditional Formatting; Recap; Preparation; Get Pivot Data; Revenue; Net Income; Formatting; Icon sets; Data bars; Color Scales; Adjusting Color Scales; The green/yellow/red limit; Some more formatting; Summary; 5. Charts: Eye Candy for Executives; Recap; Bar chart; Adding a line; Pie chart; Speedometer chart; Building a doughnut; Cutting the doughnut in half; Building a needle; Finishing it off with sprinkles; Bar chart with trend line.
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|a Selecting chartsSparklines; Preparing for sparklines; Adding sparklines; Sparkline idiosyncrasies; Deleting sparklines; Changing sparkline data; Summary; 6. Adding Interactivity with Slicers and Timelines; Recap; Learning about slicers; Creating slicers; Connecting slicers; Slicer orientation; Slicer options; Timeline; Timeline options; Summary; 7. Drilling Back to Source Data in Dynamics GP 2013; Recap; Learning about hyperlinks; Using drill downs in GP 2013; Drill down background; Using drill downs; Fixing the journal entry drill down problem; Drill down link structure; Drill Down Builder.
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|a Follow real-life, step-by-step examples that provide the building blocks to build engaging dashboards. This practical guide is all about doing. Get your data, open up Excel, and go!You don't need to be an expert to get the most out of your Dynamics GP implementation and build great-looking, easily maintained dashboards using Microsoft Excel. If you have a working knowledge of Dynamics and Excel you'll be producing amazing dashboards in hours not days.
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