Posts

Showing posts from May, 2017

RPA with Dynamics 365 Finance & Supply Chain

Image
Are you looking for ways to automate some of your routine accounting functions, like reconciling sub ledgers to the general ledger?   Microsoft has recently created some examples using Power Automate Desktop (think of it like Task Recording on steroids). It can not only automate steps through Dynamics 365, but it can also automate Excel and other applications. In one example from Microsoft they automate the AR to GL reconciliation: Automatic running of the AR aging and the customer/ledger reconciliation reports. Power Automate then extracts data from both reports in Excel and compares the balances. Power Automate then posts a Team message letting you know the subledger is in balance. Power Automate saves the reports with the date in the file name, so there is backup. Microsoft Directions & Example   I working with the example, I needed to make a couple of adjustments to the sample flow that was provided but I was able to get it to work. Here is a video of the flow running in

Column from Examples - Power BI

Image
In the April 2017 release of Power BI, Microsoft introduced a great new function.  Have you every been working with your data, and you know exactly what you want a calculated column to look like, but your are not exactly sure of the syntax for the formula?  Maybe you want to concatenate a couple columns, or you want to trim a column or even add some text to a column, well Column by Examples makes this very easy to do. You can access this function in the Query Editor on the Add Column tab. In my sample data there are three columns (birthCountry, birthState and birthCity).  I would like to simply have a new column for Birth Place.  In order to do this, I could add a custom column and write the M formula to define this column.  However I am not sure what the exact syntax should be, so I can simply choose Column From Examples - From All Columns. This creates a new column in the preview mode.  I can then simply type the result I am looking for in the first row.  "Denver, C