Open Forum

Expand all | Collapse all

Dashboard Tool

  • 1.  Dashboard Tool

    Posted 14 days ago
    We are a small business with 5 different operating units (2 hotels, 2 bowling centers, 1 candy house) with 4 different POS systems. We are looking to upgrade our financial reporting system (Currently using management reporter) and also centralized all data coming from different POS. We looked in Power BI as a potential option. But we are still in the searching stage and want to see if anyone here have experiences with other similar products (data centralization and dashboard). If so, please provide some pros and cons of the products that you might have experiences with, even Power BI, and maybe the cost that is associated with the product would be greatly appreciated.


    ------------------------------
    Matt He
    The Phillips Group
    Dorchester MA
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Dashboard Tool

    GPUG ALL STAR
    Posted 13 days ago
    Hi @Matt He

    There are a couple of options, since you have multiple data sources and not just GP you definitely need to warehouse the data!

    There are some reporting tools that have this functionality and work specifically with end-users and GP:  Jet Reports (Insight Software) - which is my favorite - and BI 360 are the two that come to mind. ​

    Though, I will say that "Data Lakes" are the biggest trend as opposed to warehousing.  You can look at a data lake if you want to use PowerBI (Which has the absolute most awesome visualizations)

    ------------------------------

    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Dashboard Tool

    Posted 11 days ago
    Thank you for your reply, we actually had Jet at one point but it was not something we were looking for. We also saw a demo of BI360 at the GPUG Conf last year but it did not suit us. But you are right, first thing we need definitely is centralizing all of our data. That comes another question: is it better to have the data store onsite in our company's premises or store at the consultant's firm and have them manage it?

    ------------------------------
    Matt He
    The Phillips Group
    Dorchester MA
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Dashboard Tool

    SILVER CONTRIBUTOR
    Posted 13 days ago
    HI Matt!

    We use Power BI and have found it to have a HUGE transformation on our organization. The level of data we are able to get now has provided much needed insight into our operations. The key to making PowerBI work is getting your data sources are built correctly. Once you have that the possibilities are endless and you can create any type of dashboard you need pulling from multiple sources.

    I would recommend having one person within your organization be the creator of the dashboards, to control the design and data. There are some great courses through here you can take, that's how I've learned. You may also want to consider a third party to help build the data set, to ensure it's done the most efficient way. We have done this for our more complex areas that pull from multiple sources.

    Good luck

    ------------------------------
    Tamara DeStefano
    Manager of Financial Operations
    Phigenics, LLC
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Dashboard Tool

    Posted 11 days ago
    Thank you! That is the route we are considering as well. The only difficulty we are facing is we don't have an internal IT team. That being said, we will have to have a 3rd party consulting firm to build the data, centralize them, then directly work with our 3rd party IT. If you dont mind I ask, what firm did you use to help building the data? The internal creator of content and dashboard and maintaining it most likely will be me.

    ------------------------------
    Matt He
    The Phillips Group
    Dorchester MA
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 6.  RE: Dashboard Tool

    SILVER CONTRIBUTOR
    Posted 7 days ago
    We are using Microsoft Power BI which has awesome graphics and rendering, as Jo mentioned.

    We first created a datawarehouse database, then an SQL job to periodically query our different companies and join them in consolidated tables.
    Then we report from there, in a multi-company reporting.

    I recommend Jo to help you for getting this done.

    ------------------------------
    Luc St-Yves, Senior Business Analyst
    Humanware Technologies, QC (Canada)
    Implementation projects leader
    -Essilor Instruments USA and Canada
    -Essilor International S.A.S., France
    --Promoting Dynamics GP in Europe--
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 7.  RE: Dashboard Tool

    TOP CONTRIBUTOR
    Posted 6 days ago
    Many reporting tools offer dashboards....  an ISV who specializes in doing dashboards is ETL Sources - they have a product called Power BI - Report Pack - with over 100 ready to go.

    ------------------------------
    Kim Peterson
    701-261-7307
    Kim@DynamicsConnections.com
    #KimPetersonGP
    ------------------------------

    Academy - Online Interactive Learning from Experts


If you've found this thread useful, dive deeper into User Group community content by role