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Building Dashboards with Microsoft Dynamics GP 2016 - Second Edition by Mark Polino, Belinda Allen

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Creating connected pivot tables from inside Excel

So far, we've created pivot tables by starting in Dynamics GP 2016 and sending information to Excel. We can also use Excel 2016 to pull data out of Dynamics GP. For our dashboard, we need some sales data and receivables totals. The sales data that we want exists as a Dynamics GP data connection. The receivables data connection doesn't contain quite what we need, so we'll have to adjust it.

Building the sales pivot table

Let's add a sales pivot table first. To create our sales pivot table, follow these steps:

  1. In Excel 2016, click plus (+) next to the worksheet tabs 2016 to add a new worksheet. Name the worksheet Top Ten Customers.
  2. Select the Data tab and click on Existing Connections from the ribbon. ...

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