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Customer Success Stories

See What Our Satisfied Customers Have to Say about our Power BI Ultimate training programs.

Ahmad Hammad, MBA
Ahmad Hammad, MBA
BI & ERP Specialist at SYH Retail - IKEA
Read More
We are incredibly impressed with the sales dashboard designed for us on Power BI by Global Data 365. The dashboard has provided us with valuable real-time insights into our sales performance. We would highly recommend their services to anyone looking to take their sales analysis to the next level
Mahmoud Mohsen
Mahmoud Mohsen
IT Administrator - Alif
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The supply chain dashboard on Power BI from Global Data 365 has revolutionized the way we manage our operations, providing real-time insights that enable us to optimize for maximum efficiency. They were highly professional and responsive throughout the process, and we highly recommend their services.
Cesco Righetti
Cesco Righetti
CFO - The Arts Club
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Our finance dashboard from Global Data 365 has revolutionized the way we manage our finances, providing real-time insights that enable us to make informed decisions and drive business growth. The team was responsive and attentive throughout the design process, and we highly recommend their services

Power BI Ultimate training: Course curriculum

Gain expertise in data visualization, analysis, and reporting with our comprehensive Power BI training program.
Unlock new opportunities today!

Module 1

  • Overview of Power BI
  • The value of offering
  • Licensing and pricing
  • Overview of Cloud Service
  • Importing a report into Cloud Service
  • Q&A (Natural Language Queries)
  • Quick Insights
  • Publish to Web (embedded)
  • Export to PowerPoint
  • Installing Power BI Desktop
  • Navigating the interface
  • Technical options and settings
  • Importing data from various sources
  • Using DirectQuery
  • Power Query Editor overview
  • Understanding query design and implementing best practice
  • Performing ETL operations
  • Understanding Applied Steps
  • Merge Query and Append Query
  • Adding different types of columns
  • Creating a dynamic date table
  • Custom sorting of columns
  • Understanding need for Data Modelling
  • Fact and Dimension tables
  • Data Modelling techniques
  • Types of Relationships
  • Creating Relationships
  • Bidirectional Relationships
  • Creating Parameters

Module 2

  • Exploring different visualizations
  • Choosing visuals based on context
  • Importing other visuals
  • Creating Calculated Measures
  • Understanding DAX functions
  • Build a Monthly Trend Report
  • Types of Slicers and filters
  • Drill-down and Drill-through
  • Bookmarking
  • Advanced Tooltips
  • Slicers Syncing
  • Setting visual interactivity
  • Focus mode
  • Exporting data from Power BI
  • Setting report layout and design
  • Types of Conditional Formatting
  • Dynamic indicators
  • Dynamic max and min of visuals
  • Dynamic data labels
  • Dynamic titles and subtitles
  • Exploring cell elements
  • Row Level Security – creating and testing roles
  • Sharing Dashboards and Reports
  • Adding users and editing workspace
  • Installing and configuring the data gateway
  • Scheduling data refreshes
  • Refreshing on-demand
Why learn and implement Power BI?
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For Individuals

Empower your career with Power BI – acquire in-demand skills, master efficient data analysis, and gain independence in creating impactful reports. Stay ahead by continuously growing with Power BI updates.

  • Efficient Analysis
  • Independence in Reporting
  • Continuous Growth
  • Streamlined Reporting
  • Versatile Skill Set
power bi ultimate training

For Team

Power BI unleashes collaborative data-driven excellence. With consistent reporting, centralized data control, and real-time insights, your team makes informed decisions efficiently and cohesively.

  • Enhanced Collaboration
  • Data Security
  • Centralized Data Management
  • Scalable Solutions
  • Real Time Insights

Which Power BI Training is right for you and your team?

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Why Power BI?

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Maximize Business Impact

With a growing demand for BI tools, Power BI proficiency enhances marketability.

power bi training
Efficient Data Analysis

Power BI enables quick insights through intuitive visualization and dashboard creation.

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Career Growth

Power BI skills open doors to range of roles in business analysis and data visualization.

power bi training
Maximize Business Impact

With a growing demand for BI tools, Power BI proficiency enhances marketability.

power bi training
Efficient Data Analysis

Power BI enables quick insights through intuitive visualization and dashboard creation.

power bi training
Career Growth

Power BI skills open doors to range of roles in business analysis and data visualization.

We Offer Free Power BI Consulting For 1 Hour!

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power bi design revolution
Customer Success Stories

See What Our Satisfied Customers Have to Say about our Design Revolution Training program.

Ahmad Hammad, MBA
Ahmad Hammad, MBA
BI & ERP Specialist at SYH Retail - IKEA
Read More
We are incredibly impressed with the sales dashboard designed for us on Power BI by Global Data 365. The dashboard has provided us with valuable real-time insights into our sales performance. We would highly recommend their services to anyone looking to take their sales analysis to the next level
Mahmoud Mohsen
Mahmoud Mohsen
IT Administrator - Alif
Read More
The supply chain dashboard on Power BI from Global Data 365 has revolutionized the way we manage our operations, providing real-time insights that enable us to optimize for maximum efficiency. They were highly professional and responsive throughout the process, and we highly recommend their services.
Cesco Righetti
Cesco Righetti
CFO - The Arts Club
Read More
Our finance dashboard from Global Data 365 has revolutionized the way we manage our finances, providing real-time insights that enable us to make informed decisions and drive business growth. The team was responsive and attentive throughout the design process, and we highly recommend their services

Power BI Design Revolution: Course curriculum

Gain expertise in data visualization, analysis, and reporting with our comprehensive training program.
Unlock new opportunities today!

Module 1

Visual Exploration & Insightful Reporting

  • Exploring Visualizations
  • Choosing visuals based on context
  • Building Monthly Trend Reports
  • Crafting measures using DAX
  • Slicer and Filter configuration
power bi design revolution
power bi design revolution

Module 2

Optimizing Report Design

  • Customized Theme Creation
  • Visual Configuration
  • Strategic use of color for field representation
  • Interactive Navigation
  • UI and UX Maximization

Module 3

Advanced Report Functionality

  • Drill-down and Drill-through functionality
  • Effective visual Bookmarking
  • Tooltips for detailed insights
  • Exploration of Conditional Formatting
  • Dynamics Visual Elements using DAX
power bi design revolution

Why Power BI Design Revolution?

power bi training
Revolutionary Storytelling

Power BI empowers users to craft visually stunning narratives through its innovative design features.

power bi training
Intuitive Design Interface

The design revolution in Power BI includes an intuitive interface, empowering users to easily create impactful visualizations.

Responsive Dashboards

With responsive design capabilities, Power BI ensures that your visualizations adapt seamlessly across various devices consistently.

power bi training
Revolutionary Visual Storytelling

Power BI empowers users to craft visually stunning narratives through its innovative design features.

power bi training
Intuitive Design Interface

The design revolution in Power BI includes an intuitive interface, empowering users to easily create impactful visualizations.

Responsive Dashboards

With responsive design capabilities, Power BI ensures that your visualizations adapt seamlessly across various devices, providing a consistent

Which Power BI Training is right for you and your team?

We typically reply in 24 Hours!

We Offer Free Power BI Consulting for 1 hour!

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More than 50+ companies trusted us to implement Power BI and transform their data into powerful insights

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our customer
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Experience Live Interaction With Our Dashboard.

Monitor your spending with complete transparency

Helping you to track your purchase with in-depth clarity of purchase dashboard template and instant updates in purchase dashboard template.

purchases dashboard purchases dashboard procurement dashboard

Front Page Purchase Dashboard

purchases dashboard purchases dashboard procurement dashboard

The Front Page of Power BI Purchase Dashboard allows you to delve into purchases analysis.

Navigate seamlessly between purchase invoices and purchase orders sections, empowering you to tailor your analysis to specified aspects of procurement operations. Unlock the full potential of your data for informed decisions and enhance strategic growth initiatives with Power BI Procurement dashboard.

Purchase Invoices

purchase invoices purchase invoices

Gain a comprehensive understanding of your procurement landscape through the Purchases Invoice dashboard.

It focuses on KPIs such as Document, Invoice, Amount, Quantity, Discount and After Discount; providing details on procurement transactions, enabling precise analysis and optimization of purchasing strategies. Track procurement trends over time, examine the top purchases by vendor and item preferences and delve into purchases by product and vendor posting groups with Purchase dashboard Power BI.

purchase invoices purchase invoices
purchase invoices procurement dashboard

Purchase Invoices Table

purchase invoices procurement dashboard

The purchase invoices table provide comprehensive understanding of your procurement operations through the detailed version of the Purchases Invoice dashboard.

Leverage this reporting format to monitor procurement trends over time, pinpoint critical documents by document number, vendors, and items, and explore purchases categorized by product and vendor posting groups within the Procurement dashboard Power BI.

Purchase orders

purchase orders power bi purchase order dashboard

Obtain a detailed insight into your procurement operations with the Power BI Purchase Order dashboard.

This report focuses on KPIs of Amount and Quantity, distributed across total, received, invoiced, remaining and invoiced % offering a comprehensive view of purchase order status. Track order amount over time, examine the top order amount by vendor and item preferences and delve into order amounts by currency code and purchaser name for strategic decision-making and optimization of procurement strategies with procurement analysis dashboards.

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power bi purchase order dashboard purchase order dashboard power bi

Purchase orders Table

power bi purchase order dashboard purchase order dashboard power bi

The purchase orders table provides a comprehensive understanding of your procurement operations through the detailed version of the Power BI for Procurement dashboard. 

Utilize this reporting format to monitor procurement trends, identify critical documents, vendors, and items, and explore purchases by item and vendor groups in  Purchase Order dashboard Power BI for enhanced decision-making and strategy refinement.

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Inventory Dashboard - Power BI Samples

More than 50+ companies trusted us to implement Power BI and transform their data into powerful insights

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our customer
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Experience Live Interaction With Our Dashboard.

Get Complete Visibility Of Your Inventory

Help your team to better manage stock availability and plan new orders with power bi inventory dashboard examples.

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Inventory Management

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Our dashboard empowers businesses with valuable insights for efficient supply chain management and improved profitability with Power BI inventory report.

Through KPI dashboard, businesses can gain insights into their Inventory Value, Stock Available, Turnover Ratio, Inventory to Sales Ratio & Average Inventory Days of Supply.

A power bi inventory dashboard template designed to innovate your inventory analysis with Inventory Power BI Dashboard with effective inventory stock analysis power bi report example.

Speak With Our Power BI Expert

Related Resources

Jet Analytics Training
Customer Success Stories

See What Our Satisfied Customers Have to Say about our jet analytics training programs.

Ahmad Hammad, MBA
Ahmad Hammad, MBA
BI & ERP Specialist at SYH Retail - IKEA
Read More
Implemented Jet Report for IKEA with Global Data 365 who were professional, adhered to timelines, and provided advanced reporting tools. I highly recommend them.
Rukku Shantha
Rukku Shantha
IT Manager & Reporting Specialist, MPH Global
Read More
Collaborated with Global Data 365 on Jet Reports license and training. Very resourceful and quick to respond to support requests. Highly recommend their services.
YADİGAR KÖKSAL
YADİGAR KÖKSAL
Finance and Accounting Manager, ATC
Read More
Jet Reports exceeded our expectations with its many features. The training allowed us to create useful reports, and we highly recommend it for monitoring companies in the future.
LAWRENCE KILINGA
LAWRENCE KILINGA
Business systems analyst, Amref
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Partnered with Global Data 365 for Jet Reports implementation. Their expertise and insights have been invaluable in automating management reporting. Highly recommend their services.
Tonderai Mazingaizo
Tonderai Mazingaizo
Director of Finance & Operations, Afghanaid
Read More
Incisive insights on Jet Reports and their capabilities in resolving financial reporting requirements
Antonio Vasconcelos
Antonio Vasconcelos
Microsoft Dynamics Functional Consultant, Port Logistics
Read More
Global Data 365 implemented Jet Reports at my workplace. With their assistance, we were able to automate most of our reporting. Their support was excellent.
Joseph Pires
Joseph Pires
Assistant Financial Controller - Al Ghalia
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We worked with Global Data 365 in implementing Jet Reports at Al Ghalia. It was done in a timely manner as well as support and training provided by them was outstanding.
Sanket Shah
Sanket Shah
Financial Accountant - City Of Palmerston
Read More
It was great training session with Global Data 365. We really liked their professional delivery method. We also got extra resource to help us get better at Jet Reports. I highly recommend them.
Jet Analytics Training Agenda

JET REPORT Training

  • Introduction to Jet Reports
  • Jet Reports Ribbon Guide
  • Types of Users
  • Data Source Settings
  • Jet Functions Overview (NL, NF, NP)
  • Summary Lists
  • Detail Lists
  • Report Options
  • Grouping Reports
  • Adding Subtotals and Grand Total
  • NL(Column) & NL(Sheet)
  • Browser
  • Report Wizard
  • Table Builder
  • Fast Financials
  • Financial Statements (With NL & GL)
  • Date Intelligence (Comparing Actual vs LY)
  • Multiple Company Consolidation
  • Multiple Databases Consolidation
  • Advanced Filtering
  • Array Calculation
  • Graphs
  • Conditional Hiding
  • +Lock, +Hidesheet
  • Jet Scheduler
  • Jet Hub
  • Word Based Reports

JET DATA MANAGER Training

  • Understanding the concept of Business Intelligence and ETL
  • Understanding Data Warehouse and Cubes
  • Creating Jet Repository database
  • How to create Staging, Data Warehouse and Cubes databases
  • Connecting the JDM project with NAV database
  • Bringing tables and fields to the JDM project
  • Applying Transformations and Data Selection Rules
  • Creating Lookup Fields and making table joins
  • Creating a Data Warehouse from Staging database
  • Combining multiple tables into one table
  • Renaming the tables and fields in Data Warehouse
  • Finishing up the Data Warehouse
  • Creating the Sales Cube
  • Adding Dimensions
  • Adding Calculated Measures and Business Functions
  • Adding Shortcut NAV dimensions
  • Execution Packages and Scheduling
  • Full Load vs Incremental Load
  • OLAP Security
  • Overview of Power BI Desktop
  • Defining Measures and Dimensions
  • Connecting Power BI with Jet Analytics Cube
  • Designing a Sample Sales Dashboard
  • Adding Custom Theme and Logo to Dashboard
  • Publishing the Dashboard on Power BI Web
  • Sharing Dashboard with Other Users

RESOURCES

  • Jet Analytics Training Videos
  • Jet Reports Training Videos 
  • Jet Data Manager User Guide
  • Jet Reports User Guide

Inquire About Training

What is Power BI

Home > Blogs > What is Power BI

What is Power BI?

January 25, 2023

Global Data 365 is composed of highly skilled professionals who specialize in streamlining the data and automate the reporting process through the utilization of various business intelligence tools.

What is Power BI

Modern businesses depend on data, and we’re producing more of it than ever before. However, accumulating volumes of digital data is useless unless companies can make use of it. Business intelligence tools can help with this. Are you planning to introduce a platform to assist you in extracting valuable, actionable insight from your data? You have arrived at the right place.

We will go over the fundamentals of Microsoft’s flagship BI app, in this article, like what it can do, what it costs, and what changes it can provide to your company.

What is Power BI?

Microsoft Power BI is a collection of products and services for individuals and teams that includes business intelligence (BI), reporting, and data visualization. Power BI and other business intelligence tools may be used for a variety of purposes. The solution consists of many goods and services, and the value and functionality come from integrating the individual elements and exploiting how they communicate.

Mainly, it draws data together and transforms it, transforming it into meaningful insights, including using visually convincing and easy-to-process charts and graphs. This allows users to create and share simple and useful snapshots of what’s happening in their market.

Benefits of Using Power BI

Reports and insights based on a company’s data are created using Microsoft Power BI. It links to a number of data sources and cleans up the information it collects so that it can be more quickly digested and understood. This data can then be used to produce reports and graphics that can be shared with other users.

– Users can see not only what has occurred in the past but also what is occurring now but also what might occur in the future.

– Machine learning capabilities, allowing it to identify patterns in data and use those patterns to make better decisions and run future predictions.

– Users can use calculations to make predictions and plan for future events.

A stable Microsoft-hosted cloud service that lets users access dashboards, reports, and it’s apps, a form of content that incorporates similar dashboards and reports, using a web browser or through mobile apps for Windows, iOS, and Android. Other benefits of using BI include:

– To help businesses better understand their data, powerful tools can be used to visualize it.

– Since it is cloud-based, consumers have access to cutting-edge intelligence technologies as well as powerful algorithms that are updated regularly.

– Users can build dashboards with powerful personalization features so they can easily access the data they need.

– KPIs may have alerts set up to keep users informed about critical metrics and measurements.

– A user-friendly interface that makes it much easier to use than complicated spreadsheets.

– With data protection becoming a major talking point for modern companies, BI ensures data security by providing granular access controls both internally and externally.

Interact Live
with Dashboards

Increase efficiency and deliver success now with Microsoft Power BI. Enjoy a 20% discount on all Power BI services.

Interact Live
with Dashboards

Increase efficiency and deliver success now with Microsoft Power BI. Enjoy a 20% discount on all Power BI services.

Who Can Use it?

Although business intelligence products are usually the territory of business analysts and data scientists, Power BI’s user-friendly nature enables it to be used by a wide range of people within an organization. Power BI will build customized dashboards based on the data you want to see and the details you need.

It’s mainly used by business intelligence practitioners to build data models and reports that are then circulated to their company. Power BI is frequently used as a self-service tool by different sections of the business to check on progress and gain insight into their team’s success. Not all companies, however, would have the scale or need to support a full-time data whiz, so it is frequently used as a self-service tool by various branches of the business to check on performance and gain insight into their team’s performance. Power BI will report on almost anything because it operates with whatever data you give it. FinanceRetail SalesInventory, Sales, and operations are among the divisions that use it the most.

Takeaway

Global Data 365 offers financial analytics solutions for the entire Microsoft Dynamics software products. We have been assisting business leaders in getting the knowledge they need effectively, reliably, and efficiently for almost 8+ years. We offer wide rage of Power BI Training Programs, if you want to learn Power BI from beginner to advanced level. Get Consultation and choose the best training for you or your team, to revolutionize your reporting.

If you want to learn more about how Power BI can transform your business operations, we suggest learning more about the advantages of our quick but efficient reporting tools. 

Schedule a demo with our Power BI experts

Automated Forecasting with Jet Reports

Home > Blogs > Automated Forecasting with Jet Reports

Automated Forecasting with Jet Reports

April 3, 2021

Global Data 365 is composed of highly skilled professionals who specialize in streamlining the data and automate the reporting process through the utilization of various business intelligence tools.

Automated Forecasting with Jet Reports

The purpose of this article is to introduce the Break-back concept and how you can do automated forecasting in Jet Reports. Organizations, in their budgeting and forecasting process, may use top-down, bottom-up, or a combination of both methodologies. They may also put together different versions of the budget using what-if planning. Break-back can be used throughout the organization to assist in these processes.

Break-back is an effective tool for the management of any organization. One of the capabilities of break-back is the ability to use it as a what-if tool and in assisting management with key decision-making that improves the company’s ability to quickly react to changing market conditions.

This document will detail one specific example and describe how Jet Reports can assist in making the Break-back concept a useful tool in your organization.

Break-back Definition

Break-back is a process that allows the automatic calculation of transaction detail (i.e. budget or forecast figures) based on summary value(s). For instance, forecast all natural accounts based on the user entering a single net income target value.

It is calculated based on assumptions that can be determined on historical averages, trends, or an infinite number of other factors. The example below will allow a user to enter a Net Income value and then automatically calculates values for all GL accounts. It also enables the user to increase or decrease values from a macro or micro level, which allows for deeper what-if analysis.

As an example, project a 25% increase in Net Income while knowing that revenues will only increase by 3%, then the Break-back will calculate the amount that all expenses need to decrease to match the 25% increase in Net Income.

Example

This example will detail the building of a Break-back template that has year-to-date actual figures and will calculate the general ledger-level forecast based on a few assumptions.

The main driver and the only mandatory input is the desired Net Income. This alone will enable the calculation of the general ledger (GL) forecast for the remaining months.

The first step is to create a profit and loss report with a column for year-to-date actual data. Then we will use the concept of annualized actual that is based on the prior year actual revenue. There is a hidden section that brings in the prior year’s revenue, calculates the percentage of revenue for year-to-date, and then assumes that the annualized total will follow the same trend as last year. As an example, if the period parameter is entered April 2019, then the annualized actual will be year-to-date actual figures divided by the percentage of the sum of the revenue for Jan 2018 to April 2018 against all of 2018.

– Revenue Year-to-Date April 2019: $8,675,315
– Total Revenue Year-to-Date 2018 (January – April): $5,889,672
– Total Revenue 2018: $20,400,768
– Percentage of Total Revenue 2018 Year-to-Date: 28.87%
– Annualized Product Revenue 2019 (8,675,315/28.87%): $30,049,584

The next column is of What-If Scenario that is based on two drivers:

– Net Income Projected Amount
– Account Increase/Decrease %

This column projects what GL Accounts should be like in order to achieve the Net Income projected amount. If only Net Income driver is set up, Excel will calculate all GL Accounts based on the historical trend and multiplying it by the new set goal for Net Income. However, if account Increase/Decrease % is also setup like 3% increase in Revenue, it will predict other GL accounts like COGS and Expenses to achieve target goal of Net Income.

Once What-if scenario is completed, it is then divided across months to predict forecasting of each month. This uses historical trend of how each month contributes to the total year’s figures.

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Want to try Jet Reports?

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Benefits

This template could help businesses in many ways such as:

  1. Helps create top-down budgets and forecasts based on organizational targets.
  2. Quickly create multiple budget or forecast versions (i.e. optimistic, pessimistic, and most likely).
  3. Starting point of forecast or budget.
  4. Can use as guidelines for budget users.
  5. Save labor hours by eliminating time consuming end user data entry.
  6. Helps business to stay on track each month.
  7. Helps in decision making.
  8. Helps in future cash projection.

Resources

Using Jet suite of products, you are now able to pull your actual data right into Excel and can do automated forecasting using break-back. In case you need to design What-If scenario templates for your organization, please reach out to one of our Jet Reports expert.

Schedule a personalized demo

BI Dashboard

Home > Blogs > Everything You Need to Know About BI Dashboard

Everything You Need to Know About BI Dashboard

March 26, 2021

Global Data 365 is composed of highly skilled professionals who specialize in streamlining the data and automate the reporting process through the utilization of various business intelligence tools.

BI Dashboard

Business leaders know that having a few clearly identified, measurable objectives and constantly monitoring success against those objectives allows a company to remain on track to meet its primary objectives. Business Intelligence is a system of processes, infrastructure, and technologies that transform raw data into actionable information. It’s a collection of tools and services for turning data into useful information and knowledge. Likewise, over the last few years, business intelligence (BI) dashboards have become very common as a way of communicating key organizational goals and monitoring success against them.

BI dashboard display data in a vivid visual format that can be easily grasped by almost everyone in the company. BI dashboards are an important way for strategically based companies to communicate results against key performance indicators (KPIs) and keep everybody on the same page. Dashboards, in particular, offer a highly efficient way for leaders to interact with non-financial audiences.

What does a BI Dashboard?

Tracking sales revenue and pipeline prospects against the forecast is one of the most popular use cases for BI dashboards. This is often shown alongside other important customer metrics, including returns, on-time delivery, and so on. It’s an explanation that almost anyone in the company can understand, and it’s especially important to C-suite executives and those in every company.

That being said, for finance and accounting practitioners, some use cases for making people aware of other key financial indicators across the entire enterprise are important to consider. For non-technical users, dashboard visualization can be highly effective.

Working capital is one of the most important determinants of business performance. Organizations that successfully control working capital significantly outperformed those that do not. Internalizing main working capital metrics by the rest of the company, on the other hand, can be difficult. High-level indicators of how well the company is doing include the “cash conversion cycle” (CCC) and “days working capital” (DWC).

Not everyone is equipped to understand the numeric data. This is where BI dashboard can be extremely useful. Business leaders can achieve higher performance by clearly defining the most important numbers, communicating them within the company, and publishing performance metrics in a way that everyone can understand regularly.

Interact Live
with Dashboards

Increase efficiency and deliver success now with Microsoft Power BI. Enjoy a 20% discount on all Power BI services.

Interact Live
with Dashboards

Increase efficiency and deliver success now with Microsoft Power BI. Enjoy a 20% discount on all Power BI services.

BI Dashboard is the Future

As software technology has advanced, BI dashboard have become more common as tools for outlining and presenting business data have become faster and more efficient. A comprehensive toolset is needed to work with massive data sets, work more effectively, and produce dashboards efficiently and precisely. Some of the features of using BI dashboards are:

Data Visualization

Dashboards that are well-designed present data in a way that is useful to the target audience. They give just the effective data, not too much or too little. Furthermore, good dashboards are adaptable to each user’s specific requirements.

Real-Time Alerts

An effective BI dashboard can alert users to circumstances that need urgent attention, similar to warning lights on a car dashboard. A successful dashboard will help business leaders solve issues as soon as they arise by monitoring data in real-time and alerting them to exceptions.

Collaboration

The first step is to get the correct information from people in the company. With easily accessible, sharable content, collaboration features allow discussion and task management. Relevant discussions will send constructive alerts to the appropriate people in the organization, making it easier to collaborate effectively.

Future Predictions about BI dashboard

While the word “dashboard” suggests an emphasis on the past and present, the most powerful dashboard solutions often include rolling forecasts and predictive analytics, allowing for a clearer view of the path ahead.

Global Data 365 includes dashboards and communication tools, as well as effective business intelligence tools. With integration from over 140 different ERP systems and other enterprise software, we allow quicker, simpler, and more affordable business insights. You can request a free demo today to learn more about how your company will profit from the power of BI dashboards.

Get 30 days free upgrade to Jet Reports.

Dynamics GP reporting

Home > Blogs > How To Automate Reporting From Dynamics GP?

How To Automate Reporting From Dynamics GP?

March 26, 2021

Global Data 365 is composed of highly skilled professionals who specialize in streamlining the data and automate the reporting process through the utilization of various business intelligence tools.

Dynamics GP reporting

If you do not fully understand the complex underlying data structure of over 1300+ tables and 22500+ fields, then Dynamics GP Reporting can prove to be a problem. Recently, Microsoft Dynamics ERP software has evolved to Dynamics 365 Business Central cloud, and it brings versatility and easy access for small businesses throughout the world. Reporting challenges are bound to arise due to the complex nature of the data structure field. All ERP solutions are made of back-ends that are hard to operate for anyone who is not a specialized expert or administrator.

ERP solutions, like Dynamics GP, are designed to optimize business processes and data storage. Its main focus is on storing data, not extracting it. Microsoft Dynamics GP has advanced and evolved in the ways users receive their reports. Management Reporter has advanced to the new setting providing an Excel-integrated tool known as Jet Basics; Smart List has for a long time provided the export-to-spreadsheet option, and Power BI is coming out as a great tool for data visualization. Similar to other Microsoft Dynamics solutions, Dynamics GP is evolving when it comes to providing built-in and extra tools for users to get data visualization.

According to the feedback received from thousands of users from across the globe, users complain about the reporting and analytics in Dynamics GP, as it fails to meet functional reporting requirements outside of financial reporting. The reason behind this could be the complex GP data structure or the unavailability of specialized experts. In any way, depending on these tools is costing users their time and money. Companies are forced to recruit Dynamics GP experts because of the lack of access to one organized, instant visualization of the data.

If you face limitations in your financial systems while regularly using Dynamics GP to optimise processes, then the main challenges that you may be facing in operational reporting are:

Challenges in reporting from Dynamics GP

The four main challenges faced by businesses in reporting from Dynamics GP are:

– SSRS Programming:
Programming in SSRS is costly and slow due to a large amount of data, intricate linking tools, and the programming skill needed to form a report.

– Managing Unorganized Data in Excel:
In a company, every person has their own spreadsheets, which can result in unreliable data and security risks. As every department has different approach in completing its operations.

– Power BI Views:
Power BI can be difficult to navigate for someone who is not a technical expert due to the compilation of data that results in a single view and the rewriting needed to change the views.

– Constructing OLAP Data Cubes:
Constructing OLAP data cubes can be hard and time-consuming as it requires a specialized expert who is familiar with both SSAS data cubes and Dynamics GP.

Keeping these challenges in mind, Global Data 365 has a solution to overcome your Dynamics GP users’ time, money, and effort, all the while creating better reports. It begins with Jet Analytics, the fundamental Dynamics GP data solution.

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Want to try Jet Reports?

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How Global Data 365 helps with Reporting in Dynamics GP?

Global Data 365 provides better services and implementation to address the obstacles using dynamics that lead your business to success. Without the need for developers and costly experts, Jet Analytics is a complete business intelligence solution designed to obtain quick, customizable reports and dashboards in Excel. And it is possible to do it yourself. Jet Analytics puts all the Dynamics GP data into one and organized it in one location using a pre-built data warehouse, OLAP data cubes, and dashboards.

If it is paired with a user-based front-end reporting tool, it makes it possible for users to view, assemble, and prepare the data, so you can benefit from the robust data visualization tools of Power BI and be more effective with operational reporting and analysis. The Jet Data Manager is used as a back-end tool by Jet Analytics to configure turnkey data warehouses and OLAP cubes to assist you monitor and organize your Dynamics GP data.

Jet Analytics provides users to use Excel for all your reporting requirements with one operating location for your reporting, but it offers one source and data management system to handle the delivery, security, business measures, calculations, and run-time of such reports. So, do not let your existing obstacles in operational reporting keep you from receiving immediate insight into your data. Companies can now improve the visibility of real-time data to help Dynamics GP users turn efficient and enjoy Jet Analytics full capabilities.

We, at Global Data 365, offers free one month license of Jet Analytics for you to test it with your Dynamics GP database and see the value it brings into your reporting process. Contact Us to order your trial license now.

Get 30 days free upgrade to Jet Reports.

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