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Building dashboards with Microsoft Dynamics GP 2013 and Excel 2013 [[electronic resource] /] / Mark Polino
| Building dashboards with Microsoft Dynamics GP 2013 and Excel 2013 [[electronic resource] /] / Mark Polino |
| Autore | Polino Mark |
| Pubbl/distr/stampa | Birmingham, UK, : Packt Pub., c2013 |
| Descrizione fisica | 1 online resource (268 p.) |
| Disciplina |
005.2
005.276 |
| Soggetto topico |
Dashboards (Management information systems)
Accounting Business enterprises - Finance - Data processing |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-84968-907-5
1-299-44120-3 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| 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 |
| Record Nr. | UNINA-9910453142203321 |
Polino Mark
|
||
| Birmingham, UK, : Packt Pub., c2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Building dashboards with Microsoft Dynamics GP 2013 and Excel 2013 [[electronic resource] /] / Mark Polino
| Building dashboards with Microsoft Dynamics GP 2013 and Excel 2013 [[electronic resource] /] / Mark Polino |
| Autore | Polino Mark |
| Pubbl/distr/stampa | Birmingham, UK, : Packt Pub., c2013 |
| Descrizione fisica | 1 online resource (268 p.) |
| Disciplina |
005.2
005.276 |
| Soggetto topico |
Dashboards (Management information systems)
Accounting Business enterprises - Finance - Data processing |
| ISBN |
1-84968-907-5
1-299-44120-3 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| 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 |
| Record Nr. | UNINA-9910779403703321 |
|
Polino Mark
|
||
| Birmingham, UK, : Packt Pub., c2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Building dashboards with Microsoft Dynamics GP 2013 and Excel 2013 / / Mark Polino
| Building dashboards with Microsoft Dynamics GP 2013 and Excel 2013 / / Mark Polino |
| Autore | Polino Mark |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Birmingham, UK, : Packt Pub., c2013 |
| Descrizione fisica | 1 online resource (268 p.) |
| Disciplina |
005.2
005.276 |
| Soggetto topico |
Dashboards (Management information systems)
Accounting Business enterprises - Finance - Data processing |
| ISBN |
1-84968-907-5
1-299-44120-3 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| 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 |
| Record Nr. | UNINA-9910828277103321 |
|
Polino Mark
|
||
| Birmingham, UK, : Packt Pub., c2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Microsoft Dynamics GP 2010 cookbook [[electronic resource] ] : solve real-world Dynamics GP problems with over 100 immediately usable and incredibly effective recipes / / Mark Polino
| Microsoft Dynamics GP 2010 cookbook [[electronic resource] ] : solve real-world Dynamics GP problems with over 100 immediately usable and incredibly effective recipes / / Mark Polino |
| Autore | Polino Mark |
| Pubbl/distr/stampa | Birmingham, U.K., : Packt Enterprise, 2010 |
| Descrizione fisica | 1 online resource (324 p.) |
| Disciplina |
657.028553
657.0285536 |
| Soggetto topico | Business - Computer programs |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-282-70337-4
9786612703379 1-84968-043-4 1-84951-043-1 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; About the Author; About the Reviewers; Table of Contents; Preface; Chapter 1: Personalizing Dynamics GP; Introduction; Improving visibility by setting Required; Fields to bold and red; Getting faster access to data with; the Shortcut Bar; Reducing clicks with Startup shortcuts; Personalizing the Home page by; selecting the right role; Speeding up access to data with; Quick Links; Rearranging Navigation to make it easier; Jumping to the right location with; Breadcrumbs; Managing personal reports with My Reports; Viewing open items with the Task List
Visualizing information with Home page Metrics; Accessing accounts faster with; Favorites in Lookups; Cleaning up the mess by fixing; Auto Complete errors; Chapter 2: Organizing Dynamics GP; Introduction; Speeding up account entry with; Account Aliases; Gaining visibility with Horizontal; Scroll Arrows; Streamlining payables processing; by prioritizing vendors; Getting clarity with User Defined fields; Developing connections with Internet; User Defined fields; Gaining additional reporting control; with Account Rollups; Remembering processes with an; Ad hoc workflow Improving financial reporting clarity by splitting purchasing accounts; Speeding up lookups with Advanced; Lookups; Going straight to the site with Web Links; Chapter 3: Automating Dynamics GP; Introduction; Using Reminders to remember important; events; Controlling reporting dates with; Beginning and Ending Periods; Automating reporting with Report Groups; Speeding up entry by copying an; Inventory Item; Improving consistency with Shortcuts; and User Classes; Speeding up month-end close by; Reconciling Bank Accounts daily; Automating processes with Macros Getting early warnings with Business Alerts Splitting AP across departments; automatically with Control Account; Management; Getting control of accruals and; deferrals with Recurring GL batches; Speeding up document delivery with e-mail; Chapter 4: Harnessing the Power of Smart Lists; Introduction; Sorting data to get the information you want; Speeding up access to information; with Smart List Favorites; Getting warnings with Smart List Alerts; Improving information returned with; Smart List Search; Controlling data with Smart List; Record Limits; Tailoring Smart Lists by adding Fields Controlling access by sharing or restricting Smart List Favorites; Renaming Fields for clarity; Chapter 5: Connecting Dynamics GP to Microsoft Office 2010; Introduction; Getting control of Outlook features on; the Home page; Building analyses by Exporting; Smart Lists to Microsoft Excel; Delivering flexibility by exporting; Navigation Lists to Excel; Improving reports by sending; Smart Lists to Word; Communicating with customers; using Letters from Microsoft Word; Skipping the exports by using Prebuilt; Excel Reports; Improving performance by globally; turning off Outlook integration Reporting on any Dynamics GP data |
| Record Nr. | UNINA-9910459328003321 |
|
Polino Mark
|
||
| Birmingham, U.K., : Packt Enterprise, 2010 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Microsoft Dynamics GP 2010 cookbook [[electronic resource] ] : solve real-world Dynamics GP problems with over 100 immediately usable and incredibly effective recipes / / Mark Polino
| Microsoft Dynamics GP 2010 cookbook [[electronic resource] ] : solve real-world Dynamics GP problems with over 100 immediately usable and incredibly effective recipes / / Mark Polino |
| Autore | Polino Mark |
| Pubbl/distr/stampa | Birmingham, U.K., : Packt Enterprise, 2010 |
| Descrizione fisica | 1 online resource (324 p.) |
| Disciplina |
657.028553
657.0285536 |
| Soggetto topico | Business - Computer programs |
| ISBN |
1-282-70337-4
9786612703379 1-84968-043-4 1-84951-043-1 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; About the Author; About the Reviewers; Table of Contents; Preface; Chapter 1: Personalizing Dynamics GP; Introduction; Improving visibility by setting Required; Fields to bold and red; Getting faster access to data with; the Shortcut Bar; Reducing clicks with Startup shortcuts; Personalizing the Home page by; selecting the right role; Speeding up access to data with; Quick Links; Rearranging Navigation to make it easier; Jumping to the right location with; Breadcrumbs; Managing personal reports with My Reports; Viewing open items with the Task List
Visualizing information with Home page Metrics; Accessing accounts faster with; Favorites in Lookups; Cleaning up the mess by fixing; Auto Complete errors; Chapter 2: Organizing Dynamics GP; Introduction; Speeding up account entry with; Account Aliases; Gaining visibility with Horizontal; Scroll Arrows; Streamlining payables processing; by prioritizing vendors; Getting clarity with User Defined fields; Developing connections with Internet; User Defined fields; Gaining additional reporting control; with Account Rollups; Remembering processes with an; Ad hoc workflow Improving financial reporting clarity by splitting purchasing accounts; Speeding up lookups with Advanced; Lookups; Going straight to the site with Web Links; Chapter 3: Automating Dynamics GP; Introduction; Using Reminders to remember important; events; Controlling reporting dates with; Beginning and Ending Periods; Automating reporting with Report Groups; Speeding up entry by copying an; Inventory Item; Improving consistency with Shortcuts; and User Classes; Speeding up month-end close by; Reconciling Bank Accounts daily; Automating processes with Macros Getting early warnings with Business Alerts Splitting AP across departments; automatically with Control Account; Management; Getting control of accruals and; deferrals with Recurring GL batches; Speeding up document delivery with e-mail; Chapter 4: Harnessing the Power of Smart Lists; Introduction; Sorting data to get the information you want; Speeding up access to information; with Smart List Favorites; Getting warnings with Smart List Alerts; Improving information returned with; Smart List Search; Controlling data with Smart List; Record Limits; Tailoring Smart Lists by adding Fields Controlling access by sharing or restricting Smart List Favorites; Renaming Fields for clarity; Chapter 5: Connecting Dynamics GP to Microsoft Office 2010; Introduction; Getting control of Outlook features on; the Home page; Building analyses by Exporting; Smart Lists to Microsoft Excel; Delivering flexibility by exporting; Navigation Lists to Excel; Improving reports by sending; Smart Lists to Word; Communicating with customers; using Letters from Microsoft Word; Skipping the exports by using Prebuilt; Excel Reports; Improving performance by globally; turning off Outlook integration Reporting on any Dynamics GP data |
| Record Nr. | UNINA-9910784938203321 |
|
Polino Mark
|
||
| Birmingham, U.K., : Packt Enterprise, 2010 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Microsoft Dynamics GP 2010 cookbook : solve real-world Dynamics GP problems with over 100 immediately usable and incredibly effective recipes / / Mark Polino
| Microsoft Dynamics GP 2010 cookbook : solve real-world Dynamics GP problems with over 100 immediately usable and incredibly effective recipes / / Mark Polino |
| Autore | Polino Mark |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Birmingham, U.K., : Packt Enterprise, 2010 |
| Descrizione fisica | 1 online resource (324 p.) |
| Disciplina |
657.028553
657.0285536 |
| Soggetto topico | Business - Computer programs |
| ISBN |
1-282-70337-4
9786612703379 1-84968-043-4 1-84951-043-1 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; About the Author; About the Reviewers; Table of Contents; Preface; Chapter 1: Personalizing Dynamics GP; Introduction; Improving visibility by setting Required; Fields to bold and red; Getting faster access to data with; the Shortcut Bar; Reducing clicks with Startup shortcuts; Personalizing the Home page by; selecting the right role; Speeding up access to data with; Quick Links; Rearranging Navigation to make it easier; Jumping to the right location with; Breadcrumbs; Managing personal reports with My Reports; Viewing open items with the Task List
Visualizing information with Home page Metrics; Accessing accounts faster with; Favorites in Lookups; Cleaning up the mess by fixing; Auto Complete errors; Chapter 2: Organizing Dynamics GP; Introduction; Speeding up account entry with; Account Aliases; Gaining visibility with Horizontal; Scroll Arrows; Streamlining payables processing; by prioritizing vendors; Getting clarity with User Defined fields; Developing connections with Internet; User Defined fields; Gaining additional reporting control; with Account Rollups; Remembering processes with an; Ad hoc workflow Improving financial reporting clarity by splitting purchasing accounts; Speeding up lookups with Advanced; Lookups; Going straight to the site with Web Links; Chapter 3: Automating Dynamics GP; Introduction; Using Reminders to remember important; events; Controlling reporting dates with; Beginning and Ending Periods; Automating reporting with Report Groups; Speeding up entry by copying an; Inventory Item; Improving consistency with Shortcuts; and User Classes; Speeding up month-end close by; Reconciling Bank Accounts daily; Automating processes with Macros Getting early warnings with Business Alerts Splitting AP across departments; automatically with Control Account; Management; Getting control of accruals and; deferrals with Recurring GL batches; Speeding up document delivery with e-mail; Chapter 4: Harnessing the Power of Smart Lists; Introduction; Sorting data to get the information you want; Speeding up access to information; with Smart List Favorites; Getting warnings with Smart List Alerts; Improving information returned with; Smart List Search; Controlling data with Smart List; Record Limits; Tailoring Smart Lists by adding Fields Controlling access by sharing or restricting Smart List Favorites; Renaming Fields for clarity; Chapter 5: Connecting Dynamics GP to Microsoft Office 2010; Introduction; Getting control of Outlook features on; the Home page; Building analyses by Exporting; Smart Lists to Microsoft Excel; Delivering flexibility by exporting; Navigation Lists to Excel; Improving reports by sending; Smart Lists to Word; Communicating with customers; using Letters from Microsoft Word; Skipping the exports by using Prebuilt; Excel Reports; Improving performance by globally; turning off Outlook integration Reporting on any Dynamics GP data |
| Record Nr. | UNINA-9910824854103321 |
|
Polino Mark
|
||
| Birmingham, U.K., : Packt Enterprise, 2010 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||