The Power BI - Report Pack for Microsoft Dynamics GP

Name: ETL Source
Address: Atlanta

The only pre-built, Power BI solution on the market for Dynamics GP.

The Challenge Facing All Businesses Today

Amid an ongoing and accelerating data deluge, and pressure for greater efficiency, companies are struggling to make sense of all the information in their accounting systems and to pull actionable intelligence from it. This challenge has made data the lifeblood of business in the digital age. Put differently, it has created a new corporate currency, establishing a new value proposition. Those companies that can use data to serve customers better while improving their decision-making process stand to build stronger relationships and accelerate business growth.

A company’s control over its data—that is, its digital autonomy has never been more important. The Power BI – Report Pack for Dynamics GP, with its advanced data analytics and actionable data insights, will enable you to accelerate business growth, increase efficiency, and deepen customer connections – all the way from acquisition to retention.

About ETL Source

ETL Source - History and Mission

Founded in 2005 by Software Engineer and Accountant - Anthony Merriwether

ETL Source specializes in advanced data analytic solutions utilizing the Microsoft Power BI platform, aimed at empowering businesses to analyze their Dynamics GP data for informed decision-making. Our flagship product, the Power BI - Report Pack for Dynamics GP, provides pre-built interactive dashboard reports, actionable data insights, trend analysis, predictive analytics, and much more. We partner with organizations seeking to enhance their data reporting capabilities while reducing costs. With features like personalized data views and AI-driven insights, ETL Source ensures that C-Level Executives and their teams can collaborate effectively and make data-driven decisions.

The Power BI - REPORT PACK Features

PRODUCT OVERVIEW

The Power BI - REPORT PACK for Dynamics GP is a suite of 100+ pre-built, interactive, Dashboard Reports that give you a 360-degree view of your Dynamics GP data at the click of the mouse. The REPORT PACK features Multi-Year Reporting, Budget Analysis, Trend Analysis, Forecasting, Data Insights, Drill-Through, and interactive Data Analytics. Multi-Company reporting is available.

POWERFUL DATA-DRIVEN INSIGHTS, and PREDICTIVE ANALYTICS

Instantly know when business areas need attention with powerful, AI driven, data Insights and analytics. The Data Insights and Analytic features, standard in all of our Dashboard Reports, automatically run a variety of powerful and sophisticated, analytic algorithms on your GP data. These algorithms discover and visualize correlations, outliers, trends, seasonality, and probability change points in your data at the click of a mouse.

PERSONALIZE DATA VIEWS, JUST FOR YOUR ORGANIZATION

Easily secure and share REPORT PACK Dashboards with your team or your entire organization. Your REPORT PACK will provide every user with a personalized view of their business metrics that matter most. Display your Dashboards in real time on any screen or device.

END CONFUSION: EVERYONE ON THE SAME PAGE

Empower your team to make quick, confident decisions with a single view of your business. The REPORT PACK lets you collaborate with key stakeholders to ensure that everyone uses the right data.

TYPE IN QUESTIONS, GET ANSWERS

Imagine typing a question in the Sales Revenue Dashboard “Show me Customer Sales Revenue grouped by Customer, Product, City, State, and Zip where the sales are 15% greater than last year's sales” and getting a stunning, interactive visualization and actionable insights as an answer. With the REPORT PACK, you can type in a question and get the right charts, graphs and reports as your response.

* Paginated reports only tell you half the story. Data Analytics tell the whole story. Which story are you getting?

Slide Show... GP Financial Module - Multi Company

Report Pack Modules

All Modules can be custom fitted to your unique business need.

Financial Module

The Report Pack - Financials Module surfaces all GP Financial Data including Budget Analysis, GL, AR, AP, Check Registers, Bank Reconciliation, Cash Flow, Bank Receipts & Deposits, Monthly and Yearly Budget and GL Forecasting, Control Account Changes, Balance Sheets, P&L, Trend Analysis, Fixed Assets, and UnPosted Vendor Checks with Apply detail. All interactive Dashboard Reports feature Summary views with Drill Through, Valuable Data Insights, and KPIs.

Sales/Revenue Analysis Module

The Report Pack - Sales/Revenue (S/R) Module surfaces all GP Sales and Revenue Data including AR Aging, S/R Analysis, Sales Revenue Variance, GL Distribution, Profit Key Influencers, Sales Decomposition, Sales Trend Analysis, Lost Business Analysis, Monthly and Yearly Sales Forecasting, and Product/Item Analysis. All interactive Dashboard Reports feature Summary views with Drill Through, Valuable Data Insights, and KPIs.

Purchasing Module

The Report Pack - Purchasing Module surfaces all GP Purchasing Data including AP Aging, Vendor Payments, Consolidated Purchasing, Outstanding POs (released and changed orders), Open POs - All Statuses, Posted Payables Invoices, Posted Payables Item Summary, Posted Payables GL Summary, Requisitions Submitted and Saved, Order Point Quantities, UnPosted AP Checks and Invoices Applied To, and Open Docs with Unapplied Balances. All interactive Dashboard Reports feature Drill Through and KPIs.

Inventory Control Module

The Report Pack - Inventory Control Module surfaces all GP Inventory Data including Item Sales Summary, Quantity Sold by Site, Quantity with Trend Analysis, Invoices and Returned Items, Invoices and Returned Item History, Adjustments and Variance, Last Item Sold Date, Items not Sold Last 12 Months, Inventory Turns, Inventory Price Levels, and Items with Unavailable Quantities. All interactive Dashboard Reports feature Summary views with Drill Through, Valuable Data Insights and KPIs.

*All Modules Feature Multiple Analytic Reports with Drill Through and Actionable Data Insights. Installation & training included.

Excel vs. Power BI: Which is better for data Analytics ?

MS Excel: The bedrock of modern office

Let’s begin by looking at what Excel can and can’t do when it comes to data. Using a spreadsheet format, Excel organizes data into rows and columns. It performs calculations and executes mathematical formulas easily and quickly and can be used to transform data sets into visual information.

Excel’s limitations

Because of the way it was designed, Excel has a number of key limitations that may make it impractical for use in collaboration or with Big Data:

Difficult to analyze unstructured and semi-structured data
No Data Insights for decision making
No Question and Answer features
Dashboards show only static data and high-level trends
Excel doesn’t update in real time
Local storage with Excel is a security risk
Customization options are limited
Excel is primarily designed for individual-use worksheets
Must be hosted in the cloud for version control
No capacity for real-time collaboration

Power BI:

Power BI has several important advantages over Excel when it comes to data. The most noticeable thing may be that Power BI offers measurably faster processing than Excel. It’s also more powerful than Excel in terms of delivering comparisons between tables, reports. or data files. From a user standpoint, Power BI is much more user friendly than Excel, and its interactive, customizable dashboards are much more visually appealing than those in Excel.

Power BI security features

Power BI also offers additional security features that Excel cannot match, including:

Compliance support – Meet privacy and regulatory requirements with oversight of sensitive data through bring your own key (BYOK)
Sensitivity labeling – Use Microsoft Information Protection in Microsoft 365 to apply sensitivity labels to Power BI data
Data loss prevention – Extend data loss prevention and governance to Power BI users with Microsoft Cloud App Security

Have you outgrown your Excel data solution?

It's time to make the move to Power BI if:

You’re working with large-volume (more than 500 MB) datasets that your Excel solution can no longer support
You want Actionable Data Insights
You need to collaborate without worries about version control
You need to identify and act on data trends quickly
You want to set email alerts to notify you of changes
You want to publish and share dashboards and reports securely to the cloud
You want to automate refreshes of underlying data
You need Row-Level Security that can be set up without having to know how to code
You want to be able to go beyond basic just graphs and charts when building data-visualizations
You want to make Quicker and more informed Data Driven Decisions

* We can convert all of your Excel files to Power BI Interactive Dashboard Reports.

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Contact Us

ETL Source

Atlanta, GA, USA

Ph. (470) 616-4529