“How to Create Custom Dashboards with Dynamics GP” The Advanced Learning Program™

The Advanced Learning Program™
For Dynamics GP
“Learn Beyond the Basics.”
“How to Create Custom Dashboards
with Dynamics GP”
Your Dynamics GP ALP Faculty:
From Left: Stacy Brown, Warren May and Tracy Tremblay
www.brittenford.com
703-860-6945
2
Brittenford Referral Rewards™
Refer Brittenford Systems to a friend who could benefit from :
Microsoft Dynamics GP (“Great Plains”)
Microsoft Dynamics SL (“Solomon”)
Microsoft Dynamics CRM
Microsoft SharePoint
Microsoft Forecaster
You could earn a cash reward
up to $500!*
For more information, or to make a referral contact:
Brian Dietz at 703-860-6945 x 208 or [email protected]
OR [email protected]
* Restrictions apply, contact Brittenford for details
© 2011 Brittenford Systems, Inc.
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“The Business Problem”
(based on your questions)
“Can I accumulate and summarize Dynamics GP data in an easy to view format?”
The Impact:
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•
•
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Extraction of data is manual and time consuming
Significant user effort required
Lack of visibility into organization’s financial performance
Reports are not readily available to non-Dynamics GP users
The Solution:
•
Create Custom Dynamic GP Dashboards using Excel
The Benefit:
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•
•
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Directly access Dynamics GP data from Excel
Allow non-Dynamics GP users to view financial data without using a Dynamics GP license
Build Dashboards, ScoreCards, and KPI’s
Use the software that you already own
What are YOUR questions – or favorite tips – about Dynamics GP?
• During the call, submit them using the “Q&A” menu item.
© 2011 Brittenford Systems, Inc.
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Things to Know Before Creating an Excel Dashboard
1. To create dashboards Excel Reports in Dynamics GP must be deployed.
2. For everyone to see the dashboard you will want to save it on a shared drive.
Steps to Creating the Top 10 Lists
1.
2.
3.
4.
Open the data connection that will be used in the dashboard.
Create the dashboard tab in the excel file.
Delete columns that will not be used on the table.
Sort the customers/vendors largest to smallest by YTD sales/billed.
5. Use the Number Filter to restrict the list to the top 10.
6. Copy the top 10 lists to the dashboard tab.
7. To add multiple lists open the next data connection and move to a new sheet in the
worksheet you have just created.
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© 2011 Brittenford Systems, Inc.
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Add Charts to Your New Excel Dashboard
1.
2.
3.
4.
Open the Excel Reports data connection.
Sort the customer balances from largest to smallest.
Filter by the top 10 function.
Create the chart and copy to the dashboard.
Finish of the Dashboard tab
1. Arrange the tables and graphs appropriately
2. Hide the data connections
3. Remove the Grid from the excel view (View>Show/Hide)
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© 2011 Brittenford Systems, Inc.
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Questions about today’s class? Need help? Contact:
Stacy Brown: [email protected] or 703-860-6945 x256
Warren May: [email protected] or 703-860-6945 x202
Join a hands-on training class!
Brittenford Systems
Dynamics GP Training Schedule – Spring 2011
For easy enrollment: www.brittenford.com/training or 703.860.6945 x209
(CPE Credits are Available)
5% Early Bird Discount
Reporting:
Date
Location
Standard
Tuition
Rewards
Tuition
Management Reporter, 2 days
Mar 15
Reston, VA
$1,195
$956
FRx Financial Reporting Basics, 2 days
Mar 15
Reston, VA
$1,195
$956
FRx Financial Reporting Advanced, 2 days
Mar 17
Reston, VA
$1,195
$956
Power Excel for Accountants, 1 day
Mar 10
Reston, VA
$345
$276
Forecaster Essentials-I, 2 days
May 10
Reston, VA
$1,195
$956
Dynamics GP:
Project Series, 3 days
Mar 8
Chevy Chase, MD
$1,785
$1,428
GP Boot Camp, 2 days
Mar 23
Chevy Chase, MD
$1,195
$956
Integration Manager, 2 days
Apr 19
Reston, VA
$1,195
$956
General Ledger, 1 day
May 25
Reston, VA
$595
$476
Payables Management, 1 day
May 26
Reston, VA
$595
$476
Receivables Management, 1 day
May 27
Reston, VA
$595
$476
© 2011 Brittenford Systems, Inc.