Business Intelligence Investigation

The Microsoft Dynamics GP team, are hoping to provide some ideas on how you can use Microsoft
technologies to improve your business intelligence experience with the data
from your Dynamics GP database. To that end, we are creating some example
dashboards that you can use with GP, and looking for feedback from you on your
business intelligence needs.


Below is an example of a financial dashboard that can be built in Microsoft Excel,
utilizing some of the new tools available in Office 2013. The dashboard
provides metrics based on live, refreshable data pulled directly from your GP
company database.

Feel free to
download the dashboard to use for reporting on your data using the link below.
You just need to walk through a few steps to hook up the data connections from
the sheet with your data.


Note: Some
of the functionality on the dashboard requires Office 2013, which doesn’t yet
have an announced release date. However, you can download the Office 2013
Preview to try it out at the following site:


dashboard is intended as an example to help individuals see how Excel
functionality can be used to build reporting experiences. But we’re also hoping
to build out a few more in the future. So we want to get feedback from you on
your reporting needs. Here are some questions to help get the conversation
rolling. Please jump in the conversation in the comments section below:


  1. What changes would you make to the financial
    dashboard to make it more useful for your role?
  2. What other dashboards or reports do you need for
    your role, and what information would you want displayed on that dashboard?
  3. What is your role? In your role, what are the
    most common questions you need answers to? What information do you need or use
    to answer those questions?



Comments (9)
  1. Royce says:

    What would happen if you try to use this with Excel 2007 or 2010?

  2. Pam Misialek says:

    The timeline is a excel 2012 feature only.  You can see but it will be limited.

  3. Tanya says:

    I tried to run this against our TEST database using GP 10 but the script didn't work…any suggestions? Can I have my IT consultant call you direct?  I think this is extremely useful but I can't run it against real data…

  4. Peter Bailey says:

    When I see BI examples like this, they are always (usually?) single company. I am working on a Dynamics GP installation with 70+ live companies and dozens of different functional currencies in those companies. I often find it difficult to understand to what extent these single-company reports are applicable to my situation – where any reporting is likely to be cross-company.

  5. Charles Allen says:

    I agree that there needs to be multi-company reporting.  However, there should also be single-company reporting.  

  6. Pam Misialek says:

    Tanya,  can you email and we can assist.

  7. Pam Misialek says:


    I sent your comment back to development and they are going to look into it.  thanks for the comment.

  8. Pam Misialek says:

    Charles,  yes, I agree.  I would be nice to have the choice of single and multi.  The idea I sent back to development was a multi select to pick all companies, or just specific ones.

    Thanks for the feedback.


  9. Kanti Mistry says:

    This is already with the client!

    As regards chequebook balances it would good if it came from the casebook module as well.

    Another useful dashboard  for sales and purchases.

Comments are closed.

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