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Mark Polino - Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013

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Mark Polino Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013
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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 PowerPivots 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 companys 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 dont 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 youll be producing amazing dashboards in hours not days.

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Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013

Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013

Copyright 2013 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: March 2013

Production Reference: 1180313

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham B3 2PB, UK.

ISBN 978-1-84968-906-9

www.packtpub.com

Cover Image by Abhishek Pandey (<>)

Credits

Author

Mark Polino

Reviewers

David Duncan

Jivtesh Singh

Acquisition Editor

Martin Bell

Lead Technical Editor

Mayur Hule

Technical Editors

Kaustubh S. Mayekar

Dominic Pereira

Project Coordinator

Esha Thakker

Proofreader

Jonathan Todd

Indexer

Monica Ajmera Mehta

Production Coordinators

Pooja Chiplunkar

Manu Joseph

Cover Work

Pooja Chiplunkar

About the Author

Mark Polino is a Microsoft MVP for Dynamics GP, a Certified Public Accountant, and a Microsoft Certified Information Technology Professional. He is the author of the premier Dynamics GP related blog at DynamicAccounting.net and the creator and presenter of the successful presentation series 50 Tips in 50 Minutes for Microsoft Dynamics GP . Mark has worked with Dynamics GP and its predecessor, Great Plains, for more than a dozen years.

He is also the author of the best-selling Microsoft Dynamics GP 2010 Cookbook , and the spin off Lite edition, both from Packt Publishing.

To my wife Dara and my children Micah and Angelina, thank you again for letting me take on another crazy project.

I want to offer a huge thank-you to Andy Vabulas, Dwight Specht, and Clinton Weldon of I.B.I.S., Inc. for their support. This book would not have been possible without their commitment to Dynamics GP.

To David Duncan and Jivtesh Singh who were kind enough to serve as reviewers for this book, thank you again for all of your support and suggestions. This is a much better book because of you.

About the Reviewers

David Duncan is a senior consultant with I.B.I.S., Inc., a Microsoft Gold Certified Partner based in Peachtree Corners, GA. David, who holds several certifications for Microsoft Dynamics GP and SQL Server, is also the co-author of another Packt Publishing title, Microsoft Dynamics GP 2010 Reporting . In addition to experience with implementing Dynamics GP, he has extensive experience in designing and providing business intelligence and reporting tools for clients who use Dynamics GP and Microsoft SQL Server. David has also served as a content provider for the GP portion of the Sure Step 2010 Methodology.

He has developed custom SSAS cubes for several GP modules such as Project Accounting and Fixed Assets that seamlessly integrate with Microsoft's Analysis Cubes for Excel product. David's combined experience with Dynamics GP and Microsoft SQL Server has enabled him to assist numerous clients in analyzing their strategic business plans by designing business intelligence solutions that allow them to incorporate data from multiple applications into a single reporting environment.

David, who holds a degree from Clemson University, resides in Rocky Mount, N.C. with his wife, Mary Kathleen.

Jivtesh Singh is a Microsoft Dynamics GP MVP, and a Microsoft Dynamics Certified Technology Specialist for Dynamics GP. Through his blog, which is widely read in the Dynamics GP community, he covers Dynamics GP tips and tricks and news.

He is a Dynamics GP Consultant and Systems Implementer and has been associated with the Microsoft Technologies since the launch of Microsoft .NET framework. Jivtesh has over 10 years of experience in development and maintenance of enterprise software using coding best practices, refactoring and usage of design patterns, and Test Driven Development. Jivtesh recently built a Kinect interface to control the Microsoft Dynamics GP 2010 R2 Business Analyzer with gestures. Later, he built a part of the GP Future demo for Convergence GP Keynote.

Jivtesh has set up a custom search engine directory for Dynamics GP Blog at www.gpwindow.com to help with easier access of Dynamics GP resources for the GP Community. With MVP Mark Polino he has also set up a Dynamics GP product directory at www.dynamicsgpproducts.com. Here are his blogs and website:

  • Jivtesh's blog on Dynamics GP: www.jivtesh.com
  • Jivtesh's custom search engine for GP blogs: www.gpwindow.com
  • Dynamics GP products website: www.dynamicsgpproducts.com
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Preface

Welcome to Building Dashboards with Microsoft Dynamics GP 2013 and Excel 2013 . Executives today want information faster and in an easily digestible format. That's where a dashboard comes in. The idea is to present key information that's timely and easy to understand. In this book, using the power of Microsoft Excel 2013, we cover the process of building an easily refreshable dashboard with information from Microsoft Dynamics GP 2013.

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