Excel Dashboard. Scott Witteveen (517)

Transcription

1 Excel Dashboard with Dynamics GP Excel Reports Scott Witteveen (517)

2 Creating an Excel Dashboard with Dynamics GP Excel Reports Step 1 Set up a new workbook Open Excel, create a new blank workbook and save it as Dashboard.xlsx. Leave the new workbook open. Step 2 Start Adding Data for the Dashboard 1. Add Customer Balance information to the workbook Open Customers Customer Balance Excel Report from Dynamics GP In Dynamics GP, go to Sales > Excel Reports. Find Customers Customer Balance, double-click to open the Excel Report.

3 Right-click on the tab Customers Customer Balance and select Move or Copy. Select the file Dashboard.xlsx and check the Create a Copy checkbox. A copy of the Customer Balance tab should now be in the Dashboard.xlsx workbook. Save Dashboard.xlsx 2. Add Customer Past Due information to the workbook Open Customers Past Due Customers Excel Report from Dynamics GP In Dynamics GP, go to Sales > Excel Reports. Find Customers Past Due Customers, double-click to open the Excel Report. Right-click on the tab Customers Past Due Customers and select Move or Copy. Select the file Dashboard.xlsx and check the Create a Copy checkbox. A copy of the Customers Past Due Customers Balance tab should now be in the Dashboard.xlsx workbook. Save Dashboard.xlsx

4 3. Add Vendor Balance information to the workbook Open Vendors Vendor Balance Excel Report from Dynamics GP In Dynamics GP, go to Purchasing > Excel Reports. Find Vendors Vendor Balance, double-click to open the Excel Report. Right-click on the tab Vendors Vendor Balance and select Move or Copy. Select the file Dashboard.xlsx and check the Create a Copy checkbox. A copy of the Customer Balance tab should now be in the Dashboard.xlsx workbook. Save Dashboard.xlsx 4. Add Checkbook Balances Query to Workbook This step will create a new query to the database and retrieve the needed data. Select the tab Sheet1 In Excel, select Data > Connections

5 In the Workbook Connections window, select Add The Existing Connections window will open. Select Browse for More In the Select Data Source window, select New Source In the Data Connection Wizard, select Microsoft SQL Server, and press Next.

6 Enter the name of your SQL Server in the Server Name field. Leave Use Windows Authentication selected. If you are unsure if your logon has the proper permissions, you can select Use the following User Name and Password and enter a SQL User ID and Password. Note: Your Dynamics GP login credentials will NOT work here. Press Next. Select the TWO database. This would be the company database that we will be querying data from. Select the CM00100 table. This is the Checkbook Master table. Press Next. Change the File Name to a more descriptive name, such as TWO Checkbook Balances.odc. Change the Friendly Name to TWO Checkbook Balances. Press Finish.

7 The connection now appears in the Workbook Connections window. Press Close. 5. Add the Checkbook Data to a Worksheet in the Workbook Select Sheet1 Rename Sheet1 to Checkbook Balances. Place the cursor in cell A1. In Excel, select Data > Existing Connections Select the TWO Checkbook Balances that we just created. Press Open. On the Import Data window, set the Existing Worksheet to =A1. Press OK.

8 The data will now show in the current worksheet. Step 3 Start Creating Dashboard Rename one of the blank sheets (i.e. Sheet2) to Dashboard 1. Add Customers Past Due chart Go to Customers Past Due Customers tab. Select a cell to the right of the data, i.e. Cell S1. In Excel, select Insert > Pivot Table. Under table Range, select all of the data in the Customers Past Due table. The Table/Range field will fill in as shown. Press OK. Add Aging Buckets 1-4 to the Values section of the Pivot Table. Once added, hit the drop-down arrow next to each value and select Value Field Settings. In Custom Name, enter the Aging Period names as shown.

9 Select a cell in the Pivot Table that was just created. Select Insert > Column > 3D Column to insert a chart based on the Pivot Table data. A chart will be created from the Pivot Table. Select the chart, right-click Move Chart, select the Dashboard tab, hit OK. The chart is now on the Dashboard tab of the workbook. Move the chart to the desired location on the page. 2. Add Checkbook Balance table Select a location on the Dashboard tab for the Checkbook Balance table. (Select B3). Select Insert > Pivot Table. Hit the range selection box and select all of the data on the Checkbook Balances tab.

10 Add the field DSCRIPTN to the Row Labels section. Add the field CURRBLNC to the Values section. Change the headers in the Pivot table as needed. 3. Add Vendor Balance Table Select a location for the Vendor Balance table. Select Insert > Pivot Table. Hit the range selection box and select all of the data on the Vendor Balances tab. Add Vendor Name to the Row Labels Section. Add Current Balance to the Values section. Change the headers in the Pivot Table as needed.

11 Select Vendor Name from the field list, select Value Filters, then select Top 10. The table should now show only the top 10 vendor balances. 4. Add the Customer Balance Table Select a location for the Customer Balance table. Select Insert > Pivot Table. Hit the range selection box and select all of the data on the Customer Balances tab. Add Customer Name to the Row Labels Section. Add Current Balance to the Values section. Change the headers in the Pivot Table as needed.

12 Select Customer Name from the field list, select Value Filters, then select Top Add any other screen formatting, or headers as desired Enjoy your new dashboard!