Building dashboards with Microsoft Dynamics GP 2013 and Excel 2013 / / Mark Polino

• Record Nr.: UNINA9910828277103321
• Autore: Polino Mark
• Pubbl/distr/stampa: Birmingham, UK, : Packt Pub., c2013
• ISBN: 1-84968-907-5; 1-299-44120-3
• Edizione: [1st ed.]
• Descrizione fisica: 1 online resource (268 p.)
• Disciplina: 005.2; 005.276
• Soggetti: Dashboards (Management information systems); Accounting; Business enterprises - Finance - Data processing
• Lingua di pubblicazione: Inglese
• Formato: Materiale a stampa
• Livello bibliografico: Monografia
• Note generali: Includes index.
• Nota di contenuto: Cover; Copyright; Credits; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Getting Data from Dynamics GP 2013 to Excel 2013; SmartList 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; Chapter 2: The Ultimate GP to Excel Tool: Refreshable Excel Reports; Security; Network share security; Database-level securityExcel 2013 security; Running Excel reports; From Dynamics GP 2013; From Excel 2013; Manual versus auto refresh; Modifying Excel reports; Reformatting Excel data; Modifying source data; Office data connections; Excel Report Builder; Restrictions; Calculations; Options; Publish; Summary; Chapter 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 tableCreating a cash pivot table; Creating ; connected pivot tables from inside Excel; Building the sales pivot table; Adding a receivables pivot table; Excel Report Builder pivot tables; Creating Power View reports; Summary; Chapter 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; Chapter 5: Charts: Eye Candy for Executives; Recap; Bar chart; Adding a line; Pie chartSpeedometer chart; Building a doughnut; Cutting the doughnut in half; Building a needle; Finishing it off with sprinkles; Bar chart with trend line; Selecting charts; Sparklines; Preparing for sparklines; Adding sparklines; Sparkline idiosyncrasies; Deleting sparklines; Changing sparkline data; Summary; Chapter 6: Adding Interactivity with Slicers and Timelines; Recap; Learning about slicers; Creating slicers; Connecting slicers; Slicer orientation; Slicer options; Timeline; Timeline options; Summary; Chapter 7: Drilling Back to Source Data in Dynamics GP 2013; Recap; Learning about hyperlinksUsing 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; Complex drill downs; Drilling down with GP 2013 and Excel 2013 on Citrix or Terminal Server; Drilling down to GP 2013 on Citrix with Excel 2013 installed locally; Other complex drill down scenarios; Summary; Chapter 8: Bringing it All together; Adding headers; Cleaning it up; Adding a logo; Creating backgrounds; The Fill Color feature; Inserting a picture; Inserting a background; Good design; Final clean up; Refreshing the data
• Sommario/riassunto: 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.