Index

A

• Accounts Payable (AP) / Getting quick information with cards
• Analysis Cubes
  • about / Analysis Cubes
• Analysis Cubes for Excel (ACE) / Analysis Cubes
• Applied Steps
  • using / Using Applied Steps
• Autodetect / Carving out better data with a Slicer

B

• Balance Brought Forward (BBF) / Building a balance sheet
• balance sheet
  • building / Building a balance sheet
• bar chart
  • building, with trend line / Bar chart with trend line
• Business Intelligence (BI) / Third-party solutions

C

• Client Access License (CAL) / Licensing
• Color Scales / The green/yellow/red limit
• column
  • removing / Removing unnecessary column(s)
  • Data Types, formatting / Formatting column Data Types
  • merging / Merging columns
  • splitting / Splitting columns
• connected pivot tables
  • creating, from inside Excel / Creating connected pivot tables from inside Excel
• connected pivot tables, creating
  • sales pivot table, building / Building the sales pivot table
  • receivables pivot table, adding / Adding a receivables pivot table
• content packs / Content packs
  • Online Services / Online Services
  • Organizational / Organizational
• Corporate Performance Management (CPM) / Third-party solutions
• custom visuals
  • creating / Development options - if you have a techie on staff

D

• dashboard
  • building / Recap
  • preparations / Preparation
  • about / Recap
  • design, creating / Good design
  • reference / Good design
  • creating / Creating a dashboard
• data
  • refreshing / Refreshing the data
  • obtaining, from files / Getting data from files
  • Excel reports, used in Power BI / Using Excel reports in Power BI
  • connecting, in Dynamics GP / Connecting to data in Dynamics GP
  • Direct SQL Connect / Direct SQL Connect
  • SQL statement / SQL statement
  • Open Data Protocol (OData) / OData
  • obtaining, from folders / Getting data from folders
  • transforming / Transforming data
  • trimming / Trim a little off the top, the right, the left, and so on
  • Case, formatting / Formatting with Case
• Data Analysis Expressions (DAX)
  • about / Working with dates and times
  • formulating / Formulating with DAX
• data bars
  • about / Data bars
  • adding / Data bars
  • reference link / Data bars
• Data Connectivity Gateway / Power BI Professional (paid) versus Power BI (free)
• data refresh
  • about / Refreshing data
  • types / Types of refresh
  • Online Services, using / Online Services
  • Organizational Content Packs / Organizational Content Packs
  • One-Drive / One-Drive and SharePoint Online
  • SharePoint Online / One-Drive and SharePoint Online
  • OData / OData
  • Gateway / Gateway
• data refresh, types
  • Package refresh / Types of refresh
  • Model/data refresh / Types of refresh
  • Tile refresh / Types of refresh
  • Visual container refresh / Types of refresh
• datasets
  • about / Publishing to the service
• dates
  • working / Working with dates and times
• delimiter
  • about / Splitting columns
• Direct SQL Connect / Direct SQL Connect
• drill downs
  • using, in GP 2016 / Using drill downs in GP 2016
  • about / Drill down background
  • considerations / Drill down background
  • using / Using drill downs
  • link structure / Drill down link structure
• Dynamics GP
  • data, connecting / Connecting to data in Dynamics GP

E

• Excel
  • contents / Other cool Excel stuff
  • logo, adding / Adding a logo
• Excel-based dashboard
  • sharing, options / Sharing
• Excel-based dashboard, sharing options
  • e-mail / The quick option – e-mail
  • network sharing / Network sharing
  • hosting, via OneDrive / Hosting via OneDrive
  • downloading, via OneDrive / Downloading via OneDrive
  • downloading, via SharePoint / Downloading via SharePoint
  • hosting, via SharePoint Office 365 services / Hosting via SharePoint Office 365 services
  • Microsoft Power BI / Microsoft Power BI
• Excel 2016 reports
  • about / Excel 2016
  • sharing, via Instant Messaging (IM) / Sharing Excel reports via IM
  • sharing, via live presentation / Sharing Excel reports via live presentation
• Excel 2016 security
  • reference link / Excel 2016 security
• Excel refreshable reports
  • building, via SmartList Designer / Excel refreshable reports via SmartList Designer
  • SmartList object, creating / Create a new SmartList object
  • creating / Publish to Excel
• Excel report
  • importing / Importing an Excel report
• Excel reports
  • running / Running Excel reports
  • running, from Dynamics GP 2016 / From Dynamics GP 2016
  • running, from Excel 2016 / From Excel 2016
  • manual, versus auto refresh / Manual versus auto refresh

F

• filters
  • using / Using Filters
• final formatting touches
  • about / Some more formatting
• formatting
  • as tool / Formatting as a tool
• Friendly Names / Jet Views and Friendly Names
• FRx / Third-party solutions

G

• Gateway
  • about / Gateway
• general ledger trial balance, Table Builder
  • creating / Create a general ledger trial balance
• GP 2016
  • drill downs, using / Using drill downs in GP 2016
• GP 2016 Excel report data
  • pivot tables, creating from / Creating pivot tables from GP 2016 Excel report data
• Group By
  • summarizing / Summarizing with Group By
  • DAX, formulating / Formulating with DAX

H

• hyperlinks
  • about / Learning about hyperlinks
  • building / Learning about hyperlinks

I

• icon sets
  • about / Icon sets
  • setting up / Icon sets
• Instant Messaging (IM) / Sharing Excel reports via IM

J

• Jet
  • offerings / Other Jet offerings
• Jet Express / Recap
  • for GP / Jet Express for GP
  • values, eliminating / Eliminating values that should be zero
  • option window, refreshing with / Refreshing with an option window
• Jet Reports Express
  • overview / Recap
  • advantages / What is Jet and why should I use it?
  • prebuilt reports / Prebuilt reports
  • Jet Views / Jet Views and Friendly Names
  • Friendly Names / Jet Views and Friendly Names
• Jet Reports Express, for Excel
  • about / Jet Reports Express for Excel
  • basic financial data / Basic financial data
  • Table Builder / Table Builder
• Jet Reports toolbox
  • Jet Enterprise / Other Jet offerings
  • Jet Professional / Other Jet offerings
• Jet Views / Jet Views and Friendly Names

L

• licensing / Licensing

M

• MailChimp / Other ways to view Power BI
• Management Reporter / Jet Reports Express for Excel
• Microsoft Dynamics
  • reference link / Database-level security
• Microsoft Office Outlook
  • reference / Using drill downs
• Microsoft Power BI / Get and Transform – formerly known as Power Query
  • about / Microsoft Power BI
  • customer balances, mapping / Map of customer balances
  • data, obtaining from folder / Getting data from a folder
• M language
  • about / What is the M language?

N

• nesting
  • about / Formulating with DAX
• NYC OpenData
  • reference link / OData

O

• OData
  • about / OData
  • reference link / OData
• Office Data Connection (ODC) file
  • about / Office Data Connection files
  • creating / Creating an .odc file
  • location, finding / The location of the .odc file
  • reusing / Reusing an .odc fie
• Office Data Connector (ODC) / Drill down background
• One-Drive
  • about / One-Drive and SharePoint Online
• Online Analytical Processing (OLAP) / Analysis Cubes
• Online Services / Online Services
  • about / Online Services
  • using / Online Services
• Open Data Protocol (OData) / OData
• Organizational / Organizational
• Organizational Content Packs
  • creating / Content Packs
  / Organizational Content Packs

P

• pie chart
  • about / Pie chart
  • building / Pie chart
• pivot data
  • obtaining / Get pivot data
  • revenue pivot table / Revenue
  • net income, adding / Net income
  • formatting / Formatting
• pivot tables
  • creating, from GP 2016 Excel report data / Creating pivot tables from GP 2016 Excel report data
  • creating, from GP 2016 data connections / Creating pivot tables from GP 2016 data connections
  • copying / Copying pivot tables
  • Net Income pivot table, building / Building a net income pivot table
  • cash pivot table, creating / Creating a cash pivot table
• pivot tables, creating from GP 2016 data connections
  • about / Creating pivot tables from GP 2016 data connections
  • revenue pivot table, building / Building a revenue pivot table
• pivot tables, creating from GP 2016 Excel report data
  • about / Creating pivot tables from GP 2016 Excel report data
  • data, getting to Excel / Getting data to Excel
  • calculated field, using / Building a pivot table with a calculated field
• Power BI
  • viewing, ways / Other ways to view Power BI
  • typical workflow / Typical workflow of Power BI
  • Excel reports, used in / Using Excel reports in Power BI
  • publishing, to service / Publishing to the service
  • reference link / Publishing to the service, Creating a dashboard, Importing an Excel report, Power BI Template
  • template, creating / Power BI Template
• Power BI custom visuals
  • URL / Development options - if you have a techie on staff
• Power BI Desktop
  • versus Power BI Mobile / Power BI Desktop versus Service versus Mobile
  • versus Power BI Service / Power BI Desktop versus Service versus Mobile
  • about / Power BI Desktop
  • URL / Getting data from files
• Power BI Desktop
  • reference / Power BI Desktop
• Power BI Mobile
  • versus Power BI Desktop / Power BI Desktop versus Service versus Mobile
  • versus Power BI Service / Power BI Desktop versus Service versus Mobile
  • about / Power BI Mobile
• Power BI Pro
  • reference / Power BI Professional (paid) versus Power BI (free)
• Power BI Professional (paid)
  • versus Power BI (free) / Power BI Professional (paid) versus Power BI (free)
• Power BI Service
  • versus Power BI Desktop / Power BI Desktop versus Service versus Mobile
  • about / Power BI Service
  • reference / Power BI Service
• Power Pivot / Get and Transform – formerly known as Power Query
• Power Query / Get and Transform – formerly known as Power Query
• Power Query Formula Language
  • about / What is the M language?
• prebuilt reports, Jet Reports Express / Prebuilt reports
• profit and loss statement
  • building / Building a profit and loss statement
• Publish
  • about / Publishing to the service

Q

• Q&A feature
  • about / Getting to know the Q
• Queries / Direct SQL Connect
• query
  • about / What is a query?
  • Query Editor / Exiting Query Editor
  • naming / Naming queries
  • merging / Merging queries
  • appending / Appending queries
• Query Editor
  • about / Exiting Query Editor
• Query Editor tool / Getting data from folders

R

• R
  • about / R - what is it and do I need it?
• Replace Values
  • using / Using Replace Values
• reports
  • about / Publishing to the service

S

• security, Excel reports
  • areas / Security
  • network share security / Network share security
  • database-level security / Database-level security
  • Excel 2016 security / Excel 2016 security
• SharePoint Online
  • about / One-Drive and SharePoint Online
• slicers
  • about / Slicers and timelines, Slicers, Slicers and timelines options
  • creating / Creating slicers
  • connecting / Connecting slicers
  • orientation / Slicer orientation
  • horizontal slicer, creating / Slicer orientation
  • color, adding / Slicers and timelines color and alignment
  • arranging / Slicers and timelines color and alignment
  • additional options / Slicer additional options
• SmartList
  • exporting, to Excel / SmartList exports
• SmartList Export Solutions
  • about / SmartList Export Solutions
  • setting up / Getting ready
  • macros, creating / Creating macros
  • export solution, creating / Creating an export solution
  • Get and Transform / Get and Transform – formerly known as Power Query
• Sparklines
  • about / Sparklines
  • preparing for / Preparing for Sparklines
  • adding / Adding Sparklines
  • idiosyncrasies / Sparkline idiosyncrasies
  • deleting / Deleting Sparklines
  • data, changing / Changing Sparkline data
• speed
  • updating / Update speed
• speedometer chart
  • about / Speedometer chart
  • green/yellow/red limit / The green/yellow/red limit
  • doughnut, building / Building a doughnut
  • doughnut, cutting into half / Cutting the doughnut in half
  • needle, building / Building a needle
  • chart format, finishing with Sprinkles / Finishing it off with Sprinkles
  • reference link / Finishing it off with Sprinkles
• SQL Server Management Studio
  • used, for obtaining data from GP 2016 to Microsoft Excel / SQL Server Management Studio
• SQL Server Reporting Services (SSRS)
  • about / SQL Server Reporting Services
• SQL statement / SQL statement

T

• Table Builder
  • about / What is Table Builder?
  • general ledger trial balance, creating / Create a general ledger trial balance
• third-party solutions / Third-party solutions
• timelines
  • about / Slicers and timelines, Timeline
  • arranging / Slicers and timelines color and alignment
• timelines options
  • about / Slicers and timelines options
• times
  • working / Working with dates and times

V

• visualizations / Power BI Desktop
  • creating / Understanding standard visuals
  • cards, creating / Getting quick information with cards
  • gauge, formatting / Making a Gauge have more meaning
  • drill down charts / Getting down with drill down charts
  • slicer, used for data carving / Carving out better data with a Slicer
  • title, adding / Adding final touches
  • logo, adding / Adding final touches
• visuals / Power BI Desktop

Y

• year to date (YTD) / Building a profit and loss statement