更新时间:2021-07-09 19:18:54
封面
版权信息
Credits
About the Authors
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface
Chapter 1. Getting Data from Dynamics GP 2016 to Excel 2016
SmartList exports
SmartList Export Solutions
Office Data Connection files
SQL Server Reporting Services
Jet Reports Express for Excel
SQL Server Management Studio
Analysis Cubes
Third-party solutions
Licensing
Summary
Chapter 2. The Ultimate GP to Excel Tool – Refreshable Excel Reports
Security
Running Excel reports
Excel refreshable reports via SmartList Designer
Chapter 3. Pivot Tables – The Basic Building Blocks
Creating pivot tables from GP 2016 Excel report data
Creating pivot tables from GP 2016 data connections
Copying pivot tables
Creating connected pivot tables from inside Excel
Chapter 4. Making Your Data Visually Appealing and Meaningful with Formatting Conditional Formatting and Charts
Recap
Preparation
Get pivot data
Icon sets
Sparklines
Data bars
Bar chart with trend line
Pie chart
Speedometer chart
Slicers and timelines
Some more formatting
Chapter 5. Drilling Back to the Source Data and Other Cool Stuff
Slicers and timelines options
Learning about hyperlinks
Using drill downs in GP 2016
Other cool Excel stuff
Good design
Refreshing the data
Sharing
Chapter 6. Introducing Jet Reports Express
What is Jet and why should I use it?
What is Table Builder?
Other Jet offerings
Chapter 7. Building Financial Reports in Jet Express for GP
Building a balance sheet
Building a profit and loss statement
Chapter 8. Introducing Microsoft Power BI
Power BI Desktop versus Service versus Mobile
Power BI Professional (paid) versus Power BI (free)
Typical workflow of Power BI
Update speed
Chapter 9. Getting Data in Power BI
Getting data from files
Connecting to data in Dynamics GP
Content packs
Getting data from folders
Chapter 10. Creating Power BI Visuals
Using Filters
Formatting as a tool
Understanding standard visuals
Development options - if you have a techie on staff
R - what is it and do I need it?
Chapter 11. Using the Power BI Service
Publishing to the service
Creating a dashboard
Getting to know the Q&A feature
Importing an Excel report
Chapter 12. Sharing and Refreshing Data and Dashboards in Power BI
Power BI Template
Content Packs
Online Services
Refreshing data