Building Dashboards with Microsoft Dynamics GP 2016 PDF Download
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Author: Belinda Allen
Publisher: Packt Publishing Ltd
ISBN: 1786464047
Category : Computers
Languages : en
Pages : 354
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Book Description
Learn to build professional and powerful dashboards with Microsoft Dynamics GP and Excel About This Book This book provides a core foundation for you to understand the ever-changing Microsoft Power BI Through this book, you'll understand how data flows and is secured between Microsoft Dynamics GP and Microsoft Excel You'll see how to create amazing dashboards using various tools such as Excel 2016, Power BI, Jet Express, and more Who This Book Is For This book is geared up for analysts and accountants keen on building and maintaining professional dashboards with Microsoft Excel 2016 for Microsoft Dynamics GP 2016 data, and building financials with visuals using the New Jet Reports Express Tool for Dynamics GP. An introduction is provided for those who want to maintain dashboards in Microsoft Power BI. What You Will Learn Use GP Data in Excel 2016 in a meaningful way Build basic financial statements using Jet Reporting Express, including visualizations Understand the foundation of Power BI and its components Get and maintain data from Dynamics GP in Power BI Find out how to use the Power BI Query Editor (the Get and Transform feature in Excel 2016) Format basic visualizations to get better insights Understand Jet Reports Express, which is used to create basic financial statements Use the new Dynamics GP features, such as OData and adding Power BI tiles on the home page In Detail Microsoft Dynamics GP is a complete ERP solution that is extremely beneficial for small to midsize organizations in helping them grow exponentially. The book shows you in detail how to build great-looking dashboards with Microsoft Dynamics GP that enhance a company's decision-making processes. This guide will take you from the basics of setting up and deploying to creating secure, refreshable Excel reports. Using a whole host of tools available within Microsoft Dynamics GP and Excel, this tutorial will show you how to visualize your data using simple conditional formatting techniques and easy-to-read charts, and allow you to make your data interactive with slicers. We will also cover core topics such as Business Analyzer, Microsoft SQL Reporting services reports, BI360, and more. You will find out to use Power BI, share and refresh data and dashboards in Power BI, and use Power BI Query Editor. By the end of this book, you will have all the information required to build interactive dashboards using Dynamics GP. Style and approach The book takes a step-by-step approach and contains real-world examples that provide the building blocks to create engaging dashboards. This practical guide is all about doing. Get your data, open up Excel, and go!
Author: Belinda Allen
Publisher: Packt Publishing Ltd
ISBN: 1786464047
Category : Computers
Languages : en
Pages : 354
Get Book
Book Description
Learn to build professional and powerful dashboards with Microsoft Dynamics GP and Excel About This Book This book provides a core foundation for you to understand the ever-changing Microsoft Power BI Through this book, you'll understand how data flows and is secured between Microsoft Dynamics GP and Microsoft Excel You'll see how to create amazing dashboards using various tools such as Excel 2016, Power BI, Jet Express, and more Who This Book Is For This book is geared up for analysts and accountants keen on building and maintaining professional dashboards with Microsoft Excel 2016 for Microsoft Dynamics GP 2016 data, and building financials with visuals using the New Jet Reports Express Tool for Dynamics GP. An introduction is provided for those who want to maintain dashboards in Microsoft Power BI. What You Will Learn Use GP Data in Excel 2016 in a meaningful way Build basic financial statements using Jet Reporting Express, including visualizations Understand the foundation of Power BI and its components Get and maintain data from Dynamics GP in Power BI Find out how to use the Power BI Query Editor (the Get and Transform feature in Excel 2016) Format basic visualizations to get better insights Understand Jet Reports Express, which is used to create basic financial statements Use the new Dynamics GP features, such as OData and adding Power BI tiles on the home page In Detail Microsoft Dynamics GP is a complete ERP solution that is extremely beneficial for small to midsize organizations in helping them grow exponentially. The book shows you in detail how to build great-looking dashboards with Microsoft Dynamics GP that enhance a company's decision-making processes. This guide will take you from the basics of setting up and deploying to creating secure, refreshable Excel reports. Using a whole host of tools available within Microsoft Dynamics GP and Excel, this tutorial will show you how to visualize your data using simple conditional formatting techniques and easy-to-read charts, and allow you to make your data interactive with slicers. We will also cover core topics such as Business Analyzer, Microsoft SQL Reporting services reports, BI360, and more. You will find out to use Power BI, share and refresh data and dashboards in Power BI, and use Power BI Query Editor. By the end of this book, you will have all the information required to build interactive dashboards using Dynamics GP. Style and approach The book takes a step-by-step approach and contains real-world examples that provide the building blocks to create engaging dashboards. This practical guide is all about doing. Get your data, open up Excel, and go!
Author: Mark Polino
Publisher: Packt Publishing Ltd
ISBN: 1849689075
Category : Computers
Languages : en
Pages : 350
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Book Description
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.
Author: Ian Grieve
Publisher: Packt Publishing Ltd
ISBN: 1786467518
Category : Computers
Languages : en
Pages : 377
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Book Description
Over 100 powerful and effective recipes to help you solve real-world Dynamics GP problems About This Book Switch to Dynamics GP 2016 to take advantage of improved cloud support, workflow enhancements, and a more intuitive user experience Understand the various tips and tricks to master Dynamics GP, and improve your system's stability in order to enable you to get work done faster Discover how to solve real-world problems in Microsoft Dynamics GP 2016 with easy-to-understand and practical recipes Who This Book Is For The book is for Dynamics GP users or Dynamics GP partners. It assumes that you have a basic understanding of business management systems and Microsoft Dynamics GP. What You Will Learn Explore the new enhancements in Dynamics GP 2016 Personalize Microsoft Dynamics GP to improve accessibility and efficiencies Maintain Dynamics GP and ensure proper operation of the system using optimum processes Efficiently organize Microsoft Dynamics GP to improve processes Leverage the power of SmartLists using proven tips and techniques and undocumented search functionalities Connect Microsoft Dynamics GP 2016 to Microsoft Office 2013 Enhance the usability of Microsoft Dynamics GP with hacks Expose the hidden features in Microsoft Dynamics GP to improve efficiency and get more from the system Deploy and use the Support Debugging tool to trace, locate, and resolve problems encountered by users Explore PowerBI and how it can be used with Dynamics GP 2016 In Detail The latest release of Dynamics GP 2016 offers a powerful, adaptable, and cloud enabled enterprise accounting software solution. The new version has experienced changes in serviced-based architecture, workflow, existing functionalities, and the introduction of plenty of new features. This book will help you get the most out of Dynamics GP quickly and effectively. This book picks up where implementation training leaves off. Whether you are new or experienced, you will find useful recipes to improve the way you use and work with Dynamics GP. The book starts with recipes designed to enhance the usefulness of Microsoft Dynamics GP by personalizing the look and feel of the application. Most of the recipes are designed to give you tips for a typical installation of Dynamics GP, including core financials and distribution modules. The book then moves through recipes that include automating Dynamics GP to allow users or administrators to focus on value adding tasks, connecting Dynamics GP to Microsoft Office, exposing hidden features in Dynamics GP, PowerBI, and much more! Style and approach This book follows a recipe-based approach with a problem-solution mind-set. Each recipe is independent of the others; real-world tested, and designed to be used immediately.
Author: Devin Knight
Publisher: Packt Publishing Ltd
ISBN: 1789130921
Category : Computers
Languages : en
Pages : 194
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Book Description
Bring your data to life with Power BI Key Features Get to grips with the fundamentals of Microsoft Power BI and its Business Intelligence capabilities Build accurate analytical models, reports and dashboards Get faster and more intuitive insights from your data using Microsoft Power BI Book DescriptionMicrosoft Power BI is a cloud-based service that helps you easily visualize and share insights using your organization's data.This book will get you started with business intelligence using the Power BI toolset, covering essential concepts such as installation,designing effective data models, as well as building basic dashboards and visualizations to make your data come to life You will learn how to get your data the way you want – connecting to data sources sources and how to clean your data with the Power BI Query Editor. You will next learn how to properly design your data model to make your data easier to work with.. You will next learn how to properly design your data model to navigate table relationships and build DAX formulas to make your data easier to work with. Visualizing your data is another key element of this book, and you will learn how to follow proper data visualization styles and enhanced digital storytelling techniques. By the end of this book, you will understand how to administer your organization's Power BI environment so deployment can be made seamless, data refreshes can run properly, and security can be fully implementedWhat you will learn Connect to data sources using both import and DirectQuery options Use the Query Editor to apply data transformations and data cleansing processes, including learning how to write M and R scripts Design optimized data models by designing relationships and DAX calculations Leverage built-in and custom visuals to design effective reports Use the Power BI Desktop and Power BI Service to implement Row Level Security on your model Administer a Power BI cloud tenant for your organization Deploy your Power BI Desktop files into the Power BI Report Server Who this book is for This book is for aspiring Business Intelligence professionals who want to get up and running with Microsoft Power BI. If you have a basic understanding of BI concepts and want to learn how to apply them using Microsoft Power BI, this book is for you.
Author: Steve Ivie
Publisher: Packt Publishing
ISBN: 9781785289101
Category : Computers
Languages : en
Pages : 184
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Book Description
Build interactive and analytical sales productivity dashboards for Dynamics CRM 2015 with Power BIAbout This Book• Create Dynamics CRM reports using Power BI for Office 365 and Power BI Designer• Discover best practices to build and deploy these dashboards to Power BI sites and Dynamics CRM 2015• Learn how to extend dashboard to mobile iPad and Surface Power BI appsWho This Book Is ForThis book is intended for all Dynamics CRM 2015 users—administrators, managers, business analysts, or report writers who are new to creating dashboards using Power BI and Dynamics CRM. It would be helpful to have a basic knowledge of the Dynamics CRM 2015 platform, but no prior experience is required.What You Will Learn• Organize and consolidate Dynamics CRM 2015 datasets• Add summaries and visualizations using charts and maps• Enhance data clarity with filters, slicers, timelines• Improve analysis by joining other data sources• Deploy and present the dashboard to Power BI for Office 365 site• Use the advanced Q/A functionality with Power BI to query data in the dashboard graphs and charts• Connect the dashboards to Dynamics CRM 2015• Extend functionality with Power BI mobile appsIn DetailDynamics CRM 2015 holds a wealth of information about customers and the sales pipeline, but sometimes leaves users with basic end-user reporting and dashboard options. Power BI is a great new tool for analyzing and presenting data, giving us the ability to dig deeper into the information. With the increased requests for real-time sales analytics, Power BI when connected to Dynamics CRM offers a self-service approach to build, shape, and present data through an easy-to-use interface. The set of features within Power BI will give all users a tool to generate real-time sales productivity reports and dashboards to enhance their sales performance.This book will provide you with the skills you need to learn how to build and present Dynamics CRM 2015 sales dashboards using Power BI. It follows a step-by-step process to build an interactive dashboard by organizing and consolidating datasets, improving the look and feel of graphs, charts, and maps, and enhancing data clarity with filters and slicers.By sequentially working through the steps in each chapter, you will learn how to use the Power BI Q/A functionality to query data in the dashboard, extend the dashboards to the mobile apps for the iPad and Surface, and leverage the pre-built workbook template provided by Microsoft for Dynamic CRM 2015 sales, service, and marketing dashboards.Style and approachA step-by-step approach to building a Power BI driven Dynamics CRM dashboard explained in an easy-to-follow style. Each topic is explained sequentially in the process of creating a dashboard, and detailed explanations of the basic and advanced features of Power BI and Dynamics CRM that appeal to the needs of readers with a wide range of experiences are also included.
Author: David Duncan
Publisher: Packt Pub Limited
ISBN: 9781849688925
Category : Computers
Languages : en
Pages : 386
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Book Description
A practical guide to creating and managing reports as well as identifying the most appropriate reporting tool for any reporting challenge, this book employs real-life, step-by-step examples in a part tutorial, part reference manner.If you are a Microsoft Dynamics GP developer, consultant or power user who wants to create and manage reports, then "Microsoft Dynamics GP 2013 Reporting, Second Edition" is for you. A working knowledge of Microsoft Dynamics GP is required. A basic understanding of business management systems and reporting applications such as Microsoft Excel and SQL Reporting Services is highly recommended.
Author: Amy Walsh
Publisher: Createspace Independent Publishing Platform
ISBN: 9781511908238
Category :
Languages : en
Pages : 186
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Book Description
Microsoft Dynamics GP SmartList is one of the most popular features in Dynamics GP. It's seamless application to Excel and Word along with countless other features that allow you to easily find your data. In this book you will learn the different aspects of SmartList along with creating, modifying and using SmartList. We also prepared several exercises that you can follow and use as practice to better understand SmartList and sharpen your skills.
Author: Gerardus Blokdyk
Publisher: 5starcooks
ISBN: 9781489147646
Category :
Languages : en
Pages :
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Book Description
How do we manage Microsoft Dynamics GP Knowledge Management (KM)? How do we Identify specific Microsoft Dynamics GP investment and emerging trends? Who needs to know about Microsoft Dynamics GP ? Which Microsoft Dynamics GP goals are the most important? What threat is Microsoft Dynamics GP addressing? Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role... In EVERY company, organization and department. Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?' This Self-Assessment empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Microsoft Dynamics GP investments work better. This Microsoft Dynamics GP All-Inclusive Self-Assessment enables You to be that person. All the tools you need to an in-depth Microsoft Dynamics GP Self-Assessment. Featuring 723 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Microsoft Dynamics GP improvements can be made. In using the questions you will be better able to: - diagnose Microsoft Dynamics GP projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices - implement evidence-based best practice strategies aligned with overall goals - integrate recent advances in Microsoft Dynamics GP and process design strategies into practice according to best practice guidelines Using a Self-Assessment tool known as the Microsoft Dynamics GP Scorecard, you will develop a clear picture of which Microsoft Dynamics GP areas need attention. Your purchase includes access details to the Microsoft Dynamics GP self-assessment dashboard download which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next. Your exclusive instant access details can be found in your book.
Author: Linda Foulkes
Publisher:
ISBN: 9781839219719
Category : Computers
Languages : en
Pages : 428
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Book Description
Discover how you can combine data from various sources to create data models to suit your business requirements with the help of this clear and concise guide Key Features Understand how Power Query overcomes the shortcomings of Excel Power Pivot in handling complex data Create customized dashboards and multi-dimensional reports using Power Query and Power BI Learn the Power Query M language and write advanced queries using custom functions Book Description Power Query is a data connection technology that allows you to connect, combine, and refine data from multiple sources to meet your business analysis requirements. With this Power Query book, you'll be empowered to work with a variety of data sources to create interactive reports and dashboards using Excel and Power BI. You'll start by learning how to access Power Query across different versions of Excel and install the Power BI engine. After you've explored Power Pivot, you'll see why Excel users find it challenging to clean data in Power Pivot and learn how Power Query can help to tackle the problem. The book will show you how to transform data using the Query Editor and write functions in Power Query. A dedicated section will focus on functions such as IF, Index, and Modulo, and creating parameters to alter query paths in a table. You'll also work with dashboards, get to grips with multi-dimensional reporting, and create automated reports. As you advance, you'll cover the M formula language in Power Query, delve into the basic M syntax, and write the M query language with the help of examples such as loading all library functions offline in Excel and Power BI. Finally, the book will demonstrate the difference between M and DAX and show how results are produced in M. By the end of this book, you'll be ready to create impressive dashboards and multi-dimensional reports in Power Query and turn data into valuable insights. What you will learn Convert worksheet data into a table format ready for query output Create a dynamic connection between an Access database and Excel workbook Reshape tabular data by altering rows, columns, and tables using various Power Query tools Create new columns automatically from filenames and sheet tabs, along with multiple Excel data files Streamline and automate reports from multiple sources Explore different customization options to get the most out of your dashboards Understand the difference between the DAX language and Power Query's M language Who this book is for This Power Query book is for business analysts, data analysts, BI professionals, and Excel users looking to take their skills to the next level by learning how to collect, combine, and transform data into insights using Power Query. Working knowledge of Excel and experience in constructing and troubleshooting Excel formulas and functions is expected.
Author: Alberto Ferrari
Publisher: Microsoft Press
ISBN: 1509302751
Category : Computers
Languages : en
Pages : 189
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Book Description
This is the eBook of the printed book and may not include any media, website access codes, or print supplements that may come packaged with the bound book. Introducing Microsoft Power BI enables you to evaluate when and how to use Power BI. Get inspired to improve business processes in your company by leveraging the available analytical and collaborative features of this environment. Be sure to watch for the publication of Alberto Ferrari and Marco Russo's upcoming retail book, Analyzing Data with Power BI and Power Pivot for Excel (ISBN 9781509302765). Go to the book's page at the Microsoft Press Store here for more details:http://aka.ms/analyzingdata/details. Learn more about Power BI at https://powerbi.microsoft.com/.
