Excel is increasingly being used as a reporting tool. I recently created a simple dashboard for a client using the refreshable Excel Reports that come with Dynamics GP version 10.0:
Image may be NSFW.
Clik here to view. I started by using three of the Excel Reports to pull the data from Dynamics GP. I used the Customers Past Due, Customer Balance, and Vendor Balance reports to get the data. I have the results from all three reports on one spreadsheet. This allows me to refresh the data in one place.
I created a video to show you how I did it. Check it out.
Image may be NSFW.
Clik here to view. Image may be NSFW.
Clik here to view. Image may be NSFW.
Clik here to view. Image may be NSFW.
Clik here to view. Image may be NSFW.
Clik here to view. Image may be NSFW.
Clik here to view. Image may be NSFW.
Clik here to view. Image may be NSFW.
Clik here to view. Image may be NSFW.
Clik here to view. Image may be NSFW.
Clik here to view.