Dynamics GP Dashboards – No Magic Required

I was really blown away with how straightforward it was to build a live dashboard for Dynamics GP (and I am no DB wizard by any stretch of the imagination).  By leveraging Excel Reports for Dynamics GP and Excel, I had a very interesting sales dashboard in about 20 minutes.  Now the screen shot below really does not give it justice, but it’s a starting point – you can really make it shine with some finishing touches.  I started with a sales report then added:

  • Pivot tables
  • Filtering
  • Sorting
  • Conditional formatting
  • Sparklines
  • Slicers
  • Trendlines

All you need is some data from your Excel reports, and a little time.  Hint: the Excel “Recommended Charts” option makes things so easy! And if you have Excel 2013 – a new cool timeline feature! (An easy way to slice your data by date).

dynamics gp dashboard


Dynamics GP Coffee Break | Setting up ACH and EFT in Dynamics GP

This webinar will go through the basics of setting up ACH / EFT for accounts payable and accounts receivable. We'll walk you through the settings and the default setups.

May 21
9:00 am – 9:25 am

Register here

Webinar - Setting up ACH and EFT in GP

May. 21
9:00 am – 9:25 am