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Dynamics 365 Community / Blogs / Belinda, the GP CSI / Microsoft Dynamics GP - Exc...

Microsoft Dynamics GP - Excel Power Pivot SOP Dashboard (with video)

Belinda Allen Profile Picture Belinda Allen 2,652
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This is part 3 of a 7 part series of Microsoft Dynamics GP Dashboards for Distribution presentation I did at the GPUG Summit in Tampa, November 2013.

 

In the following video, I create a Dashboard the shows me the following information:

  1. Top 10 Customers by Sales
  2. Top 10 Items by Sales
  3. Top 10 Items by Quantity
  4. Customer Balance

The three top 10 widgets can be displayed by posted, unposted, by document type, by date range, period, quarter, week year or day.  This video was created in Excel 2013 Professional Plus.

Download Victoria Yudin's view from her blog post by clicking the link below:

SQL view with all SOP line items in Microsoft Dynamics GP

 

Belinda Allen of Smith & Allen Consulting, Inc. in New York, NY speaks at the Microsoft Dynamics GP User Group (GPUG) Summit in Tampa, FL 2013.

 

Dashboard for Distribution Series:

Part 1:  Microsoft Dynamics GP - Excel AR Trial Balance

http://saci.com/blogs/belinda-the-gp-csi/bid/154096/Microsoft-Dynamics-GP-Excel-AR-Trial-Balance-with-video

Part 2:  Microsoft Dynamics GP - Excel AR Trial Balance with SQL 

 http://saci.com/blogs/belinda-the-gp-csi/bid/154097/Microsoft-Dynamics-GP-Excel-AR-Trial-Balance-with-SQL-with-video

Belinda (the GP CSI) Allen
Belind@saci.com
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This was originally posted here.

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