Obtaining Microsoft Dynamics GP Employee Head Count (Part 1) in Power BI (Video)

Last week a Microsoft Dynamics GP user asked a question in the user group form http://www.GPUG.com about obtaining the employee Head Count in Power BI.  I offered a suggestion and another user offered a different suggestion.  I thought about it over the weekend and realized this would be a great opportunity to review the importance of knowing your data, or being a Data Consultant. 

Part 1 of a 4-Part Series

Last week a Microsoft Dynamics GP user asked a question in the user group form www.GPUG.com about obtaining the employee Head Count in Power BI.  I offered a suggestion and another user offered a different suggestion.  I thought about it over the weekend and realized this would be a great opportunity to review the importance of knowing your data, or being a Data Consultant.

Last week a Microsoft Dynamics GP user asked a question in the user group form www.GPUG.com about obtaining the employee Head Count in Power BI.  I offered a suggestion and another user offered a different suggestion.  I thought about it over the weekend and realized this would be a great opportunity to review the importance of knowing your data, or being a Data Consultant. 

This 8-ish minute video reviews the Pros and Cons of 3 different method of obtaining the employee head count.  I review the method the initial user (who asked the question) used and the two recommendations that another user and I provided.

What we all failed to ask first was:

  1. Would that be all active employees on a given day of the month?
  2. Do you want to count all employees who worked in the month or was paid in the month?
  3. Do part time employees get counted as 1 employee or a partial employee?
  4. How do you want to count an employee that gets paid among multiple departments?
  5. More questions based on the answers to the above.

This has become a 4-part series.  Part 1 is an overview and the remaining parts show how I retrieved the data from GP and modeled it.

Hope this helps!

Note: Learn more about Microsoft Power BI HERE!

Part 2 can be viewed by clicking HERE!

Part 3 can be viewed by clicking HERE!

Part 4 can be viewed by clicking HERE!

Author: Belinda Allen

Belinda Allen (Microsoft MVP) is both a Microsoft Certified Professional for Dynamics GP (MCP) and a Microsoft Certified Trainer (MCT). She is also the co-founder of Smith & Allen Consulting, Inc. (www.saci.com), a business management software consulting firm for over 24 years. Belinda began implementing ERP systems so long ago that Windows was not an operating system, but an application. Larger businesses used old Main Frames with monitors that were Green and Black and smaller business did accounting by hand. Having seen the evolution that has taken place over the years from pieces of paper to analytics, Belinda still gets excited every time she helps a business improve. Belinda is also well known for her Blog www.BelindaTheGPcsi.com. Her blog is about sharing really useful information about the product quickly and succinctly. She has earned the nickname GP CSI because she excels at reviewing GP problems and figuring what went wrong and why. With followers all over the Globe she is able to share knowledge and achieve her mission: “To Improve the Lives and Business Success of my Followers.” In her time off, Belinda enjoys sailing, woodturning, crochet/knitting, sewing/quilting, reading and playing the ukulele (Belinda often participates in Ukulele Jams in NYC.)

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