Slicing Dynamics GP 2010 Data in Microsoft Excel Dashboards

If your a GP user, here’s a little creative use of a few tools that you possible already have.
It’s a demo of a simple interactive Excel Dashboard using one of the data connection files that ships with GP2010RTMCoreMR.(Ask your Partner About this).

What we have is an excel file which uses a pivot table to display the Price, Margin and GP% (Gross Profit Percentage) of Sales Documents. For this Pivot I choose to set the rows as “Item Classes”, and I used the Excel “Slicer Tool” to select the customers.

I am able to select different customers in the slicer tool and review the numbers that appertain to that customer in reference to the Item Class Rows and Price,Margin and GP% Columns. In this next screenshot, this particular customer has only order products in one item class.

The Pivot will also show you when there are no records as in the example below.

This all took about 10 mins. to set up, execute and be fully functioning in my demo VPC machine. If you want to know more drop me a line.

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