| Description |
1 online resource : illustrations. |
|
text file |
| Series |
Professional expertise distilled
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Professional expertise distilled.
|
| Note |
Includes index. |
| Contents |
""Cover""; ""Copyright""; ""Credits""; ""About the Author""; ""About the Reviewers""; ""www.PacktPub.com""; ""Table of Contents""; ""Preface""; ""Chapter 1: Getting Dynamics CRM 2015 Data into Power BI""; ""Preparation""; ""Setting up Office 365""; ""Adding Dynamics CRM 2015 Online""; ""Giving user access""; ""Importing the sample data""; ""Finding the OData connection""; ""Setting up Power BI for the Office 365 site""; ""Installing the Power BI Designer""; ""Reviewing authentication methods""; ""Connecting to Dynamics CRM""; ""Checking requirements""; ""Accessing data""; ""Loading data"" |
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""Querying the data""""Summary""; ""Chapter 2: Organizing and Consolidating Dynamics CRM 2015 Datasets""; ""Before we begin""; ""Planning dataset relationships""; ""Understanding the querying process""; ""Removing unused columns""; ""Preparing column data types""; ""Filtering column values""; ""Combing datasets""; ""Replacing list values""; ""Formatting amounts and dates""; ""Renaming datasets and columns""; ""Summary""; ""Chapter 3: Building Summaries and Custom Calculations""; ""Creating duplicate datasets""; ""Grouping rows""; ""Pivot columns""; ""Calculating fields""; ""Summary"" |
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""Chapter 4: Improving the Look and Feel by Adding Charts, Tables, and Maps""""Getting visual""; ""Starting a report""; ""The stacked combo chart""; ""The pie chart""; ""Table""; ""The cluster column chart""; ""The clustered bar chart""; ""The filled map""; ""Cards""; ""Putting it all together""; ""Summary""; ""Chapter 5: Enhance Data Clarity Using Filters and Slicers""; ""Filtering your data""; ""Fly-out""; ""Drill down""; ""Sort""; ""Adding filters to the data""; ""The column filter""; ""The DateTime filter""; ""Report filters""; ""Interacting with report filters"" |
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""Visualization filters -- chart, tables, or maps""""Using page filter""; ""Adding slicers""; ""Summary""; ""Chapter 6: Adding ERP Data""; ""Getting started""; ""Dynamics GP deployment""; ""The customer aging script""; ""Getting new data""; ""Joining customer aging""; ""Building the report""; ""Accessing the ERP data from the cloud""; ""Summary""; ""Chapter 7: Deploy and Present Reports to the Power BI Site""; ""Power BI sites""; ""Uploading the file to the Power BI site""; ""Editing reports within the Power BI site""; ""Reporting visualizations to the dashboard""; ""Pinning a tile"" |
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""Renaming a tile""""Setting up refresh schedules""; ""Sharing dashboards with people""; ""Summary""; ""Chapter 8: Using Power BI Q&A to Get Results""; ""What is Power BI for Office 365 Q&A?""; ""Asking some questions""; ""Pinning the results to the dashboard""; ""Sharing your results on the fly""; ""Voice to text options""; ""Summary""; ""Chapter 9: Extending the Sales Productivity Dashboard within Dynamics CRM 2015""; ""Configuring Internet Explorer""; ""Configuring the web resource""; ""Creating the Dynamics CRM solution""; ""Updating the Sitemap""; ""Why not use an IFrame"" |
| Local Note |
eBooks on EBSCOhost EBSCO eBook Subscription Academic Collection - North America |
| Subject |
Dashboards (Management information systems)
|
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Dashboards (Management information systems) |
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Customer relations -- Management.
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Customer relations -- Management. |
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Sales management.
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Sales management. |
| Genre/Form |
Electronic books.
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| ISBN |
9781785280177 (electronic book) |
|
1785280171 (electronic book) |
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9781785289101 |
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1785289101 |
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