Excel Dashboarding in GP 2010
A few days ago I met a prospective client, who was very exact in defining his requirements
During our first meeting, one the requirements that was consistently mentioned many times was:
“We need Dashboard capabilities for quick view on cash, payables, and receivables”
Well Dynamics GP 2010 has capabilities that can fulfill this requirement.
We can see that there a 7 boxs of data. 4 boxs contain excel based charts and 3 boxs contain colum data from GP.
This example use the default “dummy data” that comes with all installations of GP and is been used here as an example. (It would be unethical of us if we were to show you a “real live” dashboard of another customer.
The example above uses “built in out of the box” data connections to the GP Data that resides inside SQL.
What that means is if you already use excel in your organization the you can extend the use of excel to include “Live” data out of GP 2010.
In a later post, we’ll explore some other dashboard options that are available with GP 2010.
Here’s a related Video that shows how to publish Refreshable Excel Reports in Dynamics GP.
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