Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013

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

Overview

• 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.

What you will learn from this book

• Get Dynamics GP 2013 information into Excel 2013
• Set up, deploy, and secure refreshable Excel reports in Dynamics GP 2013 to get live GP data to Excel
• Consolidate and present GP 2013 data using Excel pivot tables
• Improve the look and feel of a dashboard with conditional formatting
• Enhance data clarity with charts and sparklines
• Add interactivity to a dashboard using Slicers
• Link dashboard data back to Dynamics GP 2013
• Approach more complex dashboards and sources using PowerPivot

Approach

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!

Who this book is written for

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.

Table of Contents

Chapter 1: Getting Data from Dynamics GP 2013 to Excel 2013
Chapter 2: The Ultimate GP to Excel Tool: Refreshable Excel Reports
Chapter 3: Pivot Tables: The Basic Building Blocks
Chapter 4: Making Things Pretty with Formatting and Conditional Formatting
Chapter 5: Charts: Eye Candy for Executives
Chapter 6: Adding Interactivity with Slicers and Timelines
Chapter 7: Drilling Back to Source Data in Dynamics GP 2013
Chapter 8: Bringing it All Together
Chapter 9: Expanding Pivot Tables with PowerPivot
Chapter 10: Slightly Crazy Stuff