Real-world business intelligence with microsoft dynamics GP : become an expert at preparing reports using dynamics GP quickly and efficiently / Belinda Allen, Mark Polino.

Format:

Book

Author/Creator:

Allen, Belinda, author.

Polino, Mark, author.

Series:

Professional Expertise Distilled

Professional expertise distilled

Language:

English

Subjects (All):

Business intelligence.

Physical Description:

1 online resource (364 p.)

Edition:

1st ed.

Place of Publication:

Birmingham, [England] ; Mumbai, [India] : Packt Publishing, 2015.

Language Note:

English

Biography/History:

Allen Belinda: Belinda Allen is a Microsoft Most Valuable Professional for Dynamics GP (MVP) and a GPUG (GP User Group) All-Star. Belinda is currently the Business Intelligence Program Manager for the new Azure Cloud-based SaaS ERP offering, PowerGP Online. This is an amped-up version of the GP we all love, running in the Microsoft Azure Cloud. In this role, she helps both Partners and Customers design and implement BI methodologies, allowing businesses to make decisions based on timely and accurate information. Belinda was one of the co-founders of Smith & Allen Consulting, Inc. (SACI), a New York City based firm with over 25 years' experience specializing in business intelligence, analytics and ERP software. On April 1, 2016, SACI joined forces with Njevity, Inc. (www. NjevityToGo. com). Now she gets to spend time in her favorite place, the world of Business Intelligence (BI). NjevityToGo offers solutions for ERP, CRM, BI, and much more in the cloud. Njevity is also the force behind PowerGP Online. Belinda's first book, Real-world Business Intelligence with Microsoft Dynamics GP was co-written with Mark Polino. It's a dive into where to Implementing a Business Intelligence Methodology with Microsoft Dynamics GP. Currently a member of the Credentialing Council for the Association of Dynamics Professionals, Belinda was the first Council Chair. In this role, she led a team of community leaders providing guidance and insight in the delivery and development of credentials for both Microsoft Dynamics GP and Microsoft Dynamics NAV. Belinda is also an inaugural member of the Board of Advisors for PBIUG (Power BI User Group. ) In this role she provides her experience to the User Board Members, while they create the foundation for this new organization. The goal is to make Power BI a critical tool in the user's organizations. Belinda began implementing ERP systems so long ago that Windows was not an operating system but an application. And at that time, larger businesses used main frames with monitors that projected green type on black backgrounds, and smaller business did their accounting by hand. Having seen the evolution that has taken place over the years from sheets of paper to integrated analytics, Belinda still gets excited every time she helps a business improve. Belinda is also well known for her blog, www. BelindaTheGPcsi. com. On her blog, she shares really useful information about the product quickly and succinctly. She has earned the nickname GP CSI because she excels at reviewing GP problems and figuring out what went wrong. .. and why. With followers from all over the globe, she is able to share knowledge and achieve her mission--"To improve the lives and business success of my followers. " Belinda has just started her new blog, www. BIbelinda. com, which is devoted to Microsoft Power BI. When not delving into GP problems and spearheading business success for clients, Belinda enjoys sailing, crochet/knitting, sewing/quilting, reading, and turning wood. Polino Mark: Mark Polino is CPA, with additional certifications in financial forensics (CFF) and information technology (CITP). He is a Microsoft MVP for Business Solutions and a GPUG All Star who has worked with Dynamics GP and its predecessors since 1999. He works as the Director of Client Services for Fastpath, and he runs the DynamicAccounting. net website dedicated to all things Dynamics GP. He is a regularly featured speaker at Dynamics GP related events. This is Mark's tenth book, and his seventh GP related book with Packt Publishing. His work includes eight technology-focused books and two novels. He is also the author of the best-selling Microsoft Dynamics GP 2010 Cookbook, the spin off Lite edition, and a co-author for updated GP 2013 and 2016 editions, all from Packt Publishing.

Summary:

If you're a GP user, this book is aimed at making your job easier. How? Through the use of Business Intelligence (BI) provided by your Microsoft Dynamics GP software to aid you in making informed decisions. This book assumes no previous experience; however, a basic knowledge of Excel is expected.

Contents:

Cover; Copyright; Credits; About the Author; Acknowledgments; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 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 SharePointMicrosoft Dynamics GP Workspace for Office 365; Summary; Chapter 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 achievedSummary; Chapter 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 achievedSummary; Chapter 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; Chapter 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!)

Notes:

"Professional expertise distilled"--Cover.

Includes index.

Includes bibliographical references and index.

Description based on online resource; title from PDF title page (ebrary, viewed June 18, 2015).