Index
A
- access permissions
- aged trial balance
- AP Ratio
B
- Balance sheet dashboard
- bank balances, with last reconciliation date
- BI
- working, in SQL Server / Technical matter (in case you’re not a techie!), Technical matter (in case you're not a techie!)
- report, building / Non-technical matter, Non-technical matter
- connection, making to GP data / Non-technical matter
- content, achieving / What this BI content achieved
- building / Step-by-step guide to build the BI content, Step-by-step guide to build the BI content, Step-by-step guide to build the BI content, Step-by-step guide to build the BI content
- working, on SQL Server / Technical matter (in case you're not a techie!)
- results, achieving / What this BI content achieved
- BI, AP to AR
- BI, dashboard of open orders
- BI, dashboard of sales
- BI, for Bank Reconciliation
- BI, items shipped
- BI, product manufacturer
- BI, returned items report
- BI, sharable aged trial balance
- BI, SOP documents on process holds
- BI, unapplied credits/payments
- BI tools
- Business Analyzer / Business Analyzer
- Business Analyzer report
- Business Intelligence (BI)
C
- commission details
- defining / Commission details
- commissions on invoices, tracking / Brief background of the company
- payable commission data, providing / Pain or goal defined
- BI tool, selecting / BI and BI tool chosen
- BI, building / Step-by-step guide to build the BI content
- view, creating in SQL Server / Technical matter (in case you're not a techie!)
- report, building / Non-technical matter
- connection, creating to GP data / Non-technical matter
- slicers, adding / Non-technical matter
- timeline, adding / Non-technical matter
- report, viewing / Non-technical matter
- displaying to salespeople / What this BI content achieved
- customer sales, comparing
- defining / Customer sales this year compared to last year
- limited sales staff, report / Brief background of the company
- largest revenue increase and decrease, tracking / Pain or goal defined
- BI tool, selecting / BI
- BI, building / Step-by-step guide to build the BI content
- view, creating in SQL Server / Technical matter (in case you're not a techie!)
- report, building / Non-technical matter
- connection, creating to GP data / Non-technical matter
- PivotTable report, building / Non-technical matter
- visualization, customizing / Non-technical matter
- top customers, displaying / What this BI content achieved
D
E
- employee list, with personal details by location
- end result
- Excel
G
I
- inventory adjustments
- inventory systems
- items shipped
- item status
K
- Key Performance Indicator (KPI) tool
M
- 12-month turnover report
- rolling / Rolling 12-month turnover report
- food items, selling / Brief background of the company
- YTD, calculating / Pain or goal defined
- BI tool, selecting / BI and BI tool chosen
- BI, building / Step-by-step guide to build the BI content
- view, creating in SQL Server / Technical matter (in case you're not a techie!)
- report, building / Non-technical matter
- custom calculations, adding / Non-technical matter
- report, wrapping / Non-technical matter
- chart, adding / Non-technical matter
- low turnover rate, displaying / What this BI content achieved
- Management Reporter / Management Reporter
- Microsoft Bing
- Microsoft Dynamics GP
- Microsoft Dynamics GP Business Analyzer
- Microsoft Dynamics GP Workspace for Office 365 / Microsoft Dynamics GP Workspace for Office 365
- Microsoft Excel / Microsoft Excel
- Microsoft Excel Power Map / Microsoft Excel Power Map
- Microsoft Excel PowerPivot / Microsoft Excel PowerPivot
- Microsoft Excel Power Query / Microsoft Excel Power Query
- Microsoft Excel Power View / Microsoft Excel Power View
- Microsoft Power BI / Microsoft Power BI
- Microsoft SharePoint / Microsoft SharePoint
- Microsoft SQL Server
- money flow
- most invoiced and returned items
- defining / Top 10 most invoiced and returned items
- products, selling through eBay / Brief background of the company
- specific kinds of items, buying / Pain or goal defined
- BI tool, selecting / BI and BI tool chosen
- BI, building / Step-by-step guide to build the BI content
- view, creating in SQL Server / Technical matter (in case you're not a techie!)
- connecting, to data / Non-technical matter
- connecting, to GP data / Non-technical matter
- report, building / Non-technical matter
- slicers, adding / Non-technical matter
- slicers, cleaning up / Non-technical matter
- timeline, adding / Non-technical matter
- returns, creating / What this BI content achieved
O
P
- payables management
- permissions
- PivotTable
- Pivot Table report
- PivotTables and PivotCharts
- PO
- PO approval
- Power View
- process holds
- Purchase Order Processing (POP)
R
- ratio, of AP to AR
- Reason Codes
- report
- returned items report
S
U
- unapplied credits/payments
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