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by Mark Polino, Belinda Allen
Real-world Business Intelligence with Microsoft Dynamics GP
Real-world Business Intelligence with Microsoft Dynamics GP
Table of Contents
Real-world Business Intelligence with Microsoft Dynamics GP
Credits
About the Author
Acknowledgments
About the Author
About the Reviewers
www.PacktPub.com
Support files, eBooks, discount offers, and more
Why subscribe?
Free access for Packt account holders
Instant updates on new Packt books
Preface
Question
Answer
Baseball
Jason Bourne
James Bond
Baseball, Jason Bourne, and James Bond versus. ERP BI
Past performance
Present performance
Future performance
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the example code
Downloading the color images of this book
Errata
Piracy
Questions
1. What Is BI and What Are BI Tools for Microsoft Dynamics GP?
What is BI and how do I get it?
Out-of-the-box BI tools for Microsoft Dynamics GP
Business Analyzer
SQL Server Reporting Services
Microsoft Excel
Microsoft Excel PowerPivot
Microsoft Excel Power Query
Microsoft Excel Power Map
Microsoft Power BI
Microsoft Excel Power View
GP Analysis Cubes library
SmartList and SmartList Designer
Management Reporter
Microsoft SharePoint
Microsoft Dynamics GP Workspace for Office 365
Summary
2. Business Intelligence for the General Ledger
Balance sheet dashboard
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you’re not a techie!)
Non-technical matter
What this BI content achieved
Ratio of AP to AR
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you’re not a techie!)
Non-technical matter
What this BI content achieved
Summary
3. Business Intelligence for Bank Reconciliation
Bank balances with the last reconciliation date
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Where the money goes
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Summary
4. Business Intelligence for Payables Management
Unapplied credits/payments, invoices on hold, and vendor holds
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter (in case you're not a techie!)
What this BI content achieved
Sharable aged trial balance
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Summary
5. Business Intelligence for Receivables Management
Sharable aged trial balance
Brief background of the company
Pain or goal defined
BI & BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Customer sales this year compared to last year
Brief background of the company
Pain or goal defined
BI & BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Summary
6. Business Intelligence for Sales Order Processing
Dashboard of sales by customer, state, item class, and salesperson
Brief background of the company
Pain or goal defined
BI & BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Dashboard of open orders by customer, state, item class, and salesperson
Brief background of the company
Pain or goal defined
BI & BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Items sold by the manufacturer
Brief background of the company
Pain or goal defined
BI & BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Summary
7. More Business Intelligence on Sales Order Processing
SOP documents on process holds
Brief background of the company
Pain or goal defined
BI & BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Items shipped within the last 30 days with tracking numbers
Brief background of the company
Pain or goal defined
BI & BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Returned items report
Brief background of the company
Pain or goal defined
BI & BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Summary
8. Business Intelligence for Inventory Control
Rolling 12-month turnover report
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Items on which you most frequently adjust quantities
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Summary
9. More Business Intelligence for Inventory Control
Top 10 most invoiced and returned items
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Items with quantities that are not available to sell and items that have not been sold within the last year
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Summary
10. Business Intelligence for Purchase Order Processing
Purchase orders awaiting approval
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Open purchase orders older than 45 days
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Summary
11. Miscellaneous Business Intelligence
Employee list with personal details by location
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Commission details
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Summary
Index
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Prev
Previous Chapter
Cover
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Real-world Business Intelligence with Microsoft Dynamics GP
Table of Contents
Real-world Business Intelligence with Microsoft Dynamics GP
Credits
About the Author
Acknowledgments
About the Author
About the Reviewers
www.PacktPub.com
Support files, eBooks, discount offers, and more
Why subscribe?
Free access for Packt account holders
Instant updates on new Packt books
Preface
Question
Answer
Baseball
Jason Bourne
James Bond
Baseball, Jason Bourne, and James Bond versus. ERP BI
Past performance
Present performance
Future performance
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the example code
Downloading the color images of this book
Errata
Piracy
Questions
1. What Is BI and What Are BI Tools for Microsoft Dynamics GP?
What is BI and how do I get it?
Out-of-the-box BI tools for Microsoft Dynamics GP
Business Analyzer
SQL Server Reporting Services
Microsoft Excel
Microsoft Excel PowerPivot
Microsoft Excel Power Query
Microsoft Excel Power Map
Microsoft Power BI
Microsoft Excel Power View
GP Analysis Cubes library
SmartList and SmartList Designer
Management Reporter
Microsoft SharePoint
Microsoft Dynamics GP Workspace for Office 365
Summary
2. Business Intelligence for the General Ledger
Balance sheet dashboard
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you’re not a techie!)
Non-technical matter
What this BI content achieved
Ratio of AP to AR
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you’re not a techie!)
Non-technical matter
What this BI content achieved
Summary
3. Business Intelligence for Bank Reconciliation
Bank balances with the last reconciliation date
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Where the money goes
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Summary
4. Business Intelligence for Payables Management
Unapplied credits/payments, invoices on hold, and vendor holds
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter (in case you're not a techie!)
What this BI content achieved
Sharable aged trial balance
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Summary
5. Business Intelligence for Receivables Management
Sharable aged trial balance
Brief background of the company
Pain or goal defined
BI & BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Customer sales this year compared to last year
Brief background of the company
Pain or goal defined
BI & BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Summary
6. Business Intelligence for Sales Order Processing
Dashboard of sales by customer, state, item class, and salesperson
Brief background of the company
Pain or goal defined
BI & BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Dashboard of open orders by customer, state, item class, and salesperson
Brief background of the company
Pain or goal defined
BI & BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Items sold by the manufacturer
Brief background of the company
Pain or goal defined
BI & BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Summary
7. More Business Intelligence on Sales Order Processing
SOP documents on process holds
Brief background of the company
Pain or goal defined
BI & BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Items shipped within the last 30 days with tracking numbers
Brief background of the company
Pain or goal defined
BI & BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Returned items report
Brief background of the company
Pain or goal defined
BI & BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Summary
8. Business Intelligence for Inventory Control
Rolling 12-month turnover report
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Items on which you most frequently adjust quantities
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Summary
9. More Business Intelligence for Inventory Control
Top 10 most invoiced and returned items
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Items with quantities that are not available to sell and items that have not been sold within the last year
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Summary
10. Business Intelligence for Purchase Order Processing
Purchase orders awaiting approval
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Open purchase orders older than 45 days
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Summary
11. Miscellaneous Business Intelligence
Employee list with personal details by location
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Commission details
Brief background of the company
Pain or goal defined
BI and BI tool chosen
Step-by-step guide to build the BI content
Technical matter (in case you're not a techie!)
Non-technical matter
What this BI content achieved
Summary
Index
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