1. The Basics of Dashboards

2. Introduction Sean Hunter Turnkey Technologies, Inc. since 2011
Working with Microsoft Dynamics GP since 2009
Supply Chain Industry Focus with supplemental Financial, AP and AR experience
End to end implementations
6 Years Report Writing Experience
SSRS
GP Report Writer
Excel
ERP Software Implementation since 2007
Sean Hunter
Dynamics Reporting Specialist
Turnkey Technologies, Inc.

3. Agenda What is a Dashboard? What’s available now?
Identify the proper reporting tool for custom dashboards.
Getting started with Excel dashboards
Questions and Additional Topics

4. What is a Dashboard? Quick views of company and personnel performance
Up to date analytics
Displays data to help make better decisions

5. What’s available now out of the box?
Excel Dashboards added in GP 2013 and newer
SSRS KPI’s available to add through Business Analyzer or view on the web

6. If a custom dashboard is necessary what can you use and why?
SQL Reports
Excel Reports

7. SRS Reports: Formal and Informal Applications Custom Reports
Out of the Box Options Deployed with Dynamics GP
Windows Authentication Driven
Data queries can be fine tuned for efficiency.

8. Excel Reports: Formal and Informal Applications
Custom Reports and Ad-Hoc Reporting
Out of the Box Options Deployed with Dynamics GP
Windows Authentication Driven
Refreshable Data based on SQL Queries, Views, or Table data connections.

9. Getting started with Excel Dashboards
Adding Data from GP to Excel
Using Filters in Excel
Using Slicers in Excel
Using Parameters in Excel

10. Adding data Connect directly to GP data
Refresh manually or automatically
From SQL Server
From Microsoft Query

11. Filters:
Takes data from a single column in a single Table, Pivot Table, or Pivot Chart.
Limits the data within the dataset
Offers Text, Date, and other natural filters on any column.

12. Slicers:
Takes data from a single column in a Multiple Tables, Pivot Tables, or Pivot Charts and allows you to filer.
Limits the data within the dataset
Offers the ability to filter by selecting from a menu.

13. Timelines: Similar to a slicers functionality.
Must be based on a date format column.
Offers the ability to filter by selecting from a range of date values.

14. Parameters:
Designated filter requiring user input before data is returned.
Limits the data within the dataset before running the query.
User defined by the data connection.

15. Q & A

16. Thank you! Sean Hunter 636.777.4110 shunter@turnkeytec.com