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

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Getting data from files

Getting data from a file, such as Excel, CSV, XML, or text, is the most straightforward method of getting data into Power BI. We'll start here with an Excel file. Download and install the Power BI Desktop from www.PowerBI.com before you begin.

Note

Your Power BI Desktop may look a little different than mine, based on when you downloaded it, although the foundation will remain the same. A new version is released every month.

Using Excel reports in Power BI

Our goal here is to solely connect the data in an Excel file to the Power BI Desktop and import the data into the in-memory data model for Power BI. This will allow the data to reside in Power BI for use with its many visuals:

  1. Open Microsoft Dynamics GP SmartList and export ...

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