Become an expert at preparing reports using Dynamics GP quickly and efficiently
About This Book
- Extend your Microsoft Dynamics GP skills by mastering Microsoft Dynamics Excel and Microsoft Power BI tools
- Gain insight into your current data, providing insight for better decision making
- Empower yourself with easy-to-follow directions for preparing useful and advanced reports
Who This Book Is For
If you're a GP user, this book is aimed at making your job easier. How? Through the use of Business Intelligence (BI) provided by your Microsoft Dynamics GP software to aid you in making informed decisions. This book assumes no previous experience; however, a basic knowledge of Excel is expected.
What You Will Learn
- Learn where and how to deploy an SQL View
- Create PivotTables and PivotCharts using Excel
- Design PowerViews in Excel
- Use PowerPivot and PowerQuery in Excel for large data sets
- Manage Receivables better through the use of Business Intelligence
- Develop custom reports for your Microsoft Dynamics GP data
- Manage products using Inventory Control and BI
- Master how to use Excel Slicers, PivotTables, PivotCharts, PivotViews, Excel tables, Data Connections, and other Excel features
In Detail
Business intelligence (BI) is the process of making informed decisions based on timely and accurate information. Within an easy-to-use and easy-to-deploy enterprise resource planning (ERP) software solution, Microsoft Dynamics GP aims to provide small and mid-size businesses with complete control over their finances, inventory, and BI information, and to help them adapt to changing business needs.
This book is a collection of real Microsoft Dynamics GP user examples. Using one GP module at a time, the book reviews real GP users' issues and how BI can be used to resolve or improve them. Encompassing these real-life examples, the book reviews what BI to use and why, what BI tool was used and why, and how the results are used to solve problems and improve business success. This book will provide you with the tools to help you identify your BI need and a way to customize your end results in line with your business needs.
Belinda Allen is a Microsoft Most Valuable Professional (MVP), certified professional for Dynamics GP (MCP), and Microsoft Certified Trainer (MCT). She is also one of the cofounders of Smith & Allen Consulting, Inc. (www.saci.com), a firm with over 22 years' experience specializing in business intelligence, analytics, and ERP software. Belinda began implementing ERP systems so long ago that Windows was not an operating system but an application. At that time, larger businesses used mainframes with monitors that projected a green type on black backgrounds, and smaller businesses did their accounting by hand. Having seen the evolution that has taken place over the years from sheets of paper to integrated analytics, Belinda still gets excited every time she helps a business improve. Belinda is also well known for her blog, www.BelindaTheGPcsi.com. On her blog, she shares really useful information about the product, quickly and succinctly. She has earned the nickname GP CSI because she excels at reviewing GP problems and figuring out what went wrong... and why. With followers from all over the globe, she is able to share knowledge and achieve her mission: "to improve the lives and business success of my followers." When not delving into GP problems and spearheading business success for clients, Belinda enjoys sailing, crochet/knitting, sewing/quilting, reading, woodturning, and playing the Ukulele (often participating in Ukulele jams in NYC).
Mark Polino is a Microsoft MVP for Dynamics GP, certified public accountant, and Microsoft MVP. He also holds additional accounting certifications. Mark is the author of the premier Dynamics GP-related blog, www.DynamicAccounting.net, and the creator and presenter of the successful series Getting More Out of Microsoft Dynamics GP: 50 Tips in 50 Minutes. He has worked with Dynamics GP and its predecessor, Great Plains, for more than 15 years. Mark is currently a senior consultant with Integrated Business Group, implementing Dynamics GP. He is the author or coauthor of four other Dynamics GP books by Packt Publishing. He is also the author of a novel.
