As an experienced Business Intelligence specialist, Dynamics 365 finance architect and a CPA I have worked with many prospects and customers that are looking for answers to not only understand their data, but to put systems in place to gather and work with the data. This blog shares information on features, benefits, tips and thoughts around the Microsoft Power Platform and Dynamics 365 applications.
Dynamics 365 Finance & Operations Summit - April 8, 2022
I am excited to be presenting on Using Power Automate with Dynamics 365 F&O at the Dynamics 365 Finance & Operations Summit. In my session, I will share several examples on how I have used Power Automate to address clients requirements. This includes workflow around vendors and customers, using Power Automate with D365 workflow, and integrating Excel, OneDrive and F&O.
If you would like to take a look at my slides, they are available below.
There are many different articles available on Time Intelligence in Power BI. Many new users to Power BI do not really understand the importance of having a date table in their data model. I have spoken on this topic on many different occasions and continue to receive a lot of questions about the topic. In this article I am going to try and cover a few tips on how to work with dates in your Power BI model. Many new users simply use the Auto Date & Time function of Power BI. This function automatically creates a hidden date table for each field in the model with a date or date/time data type. This function is enabled by default and it allows for slicing by Year, Quarter, Month and Day. The problem with Auto Date and Time is that it only works with a standard calendar (Jan to Dec). It requires a datetime column in the fact table. It does not work with multiple fact tables and it does not support time intelligence calculations (YTD, MTD, etc.). So there must be
When working with financial and sales data, clients often ask for charts showing the last 12 months of data. This is actually very simple using relative date filtering. In addition, they might ask to compare to the same month last year. With a simple DAX calculation (SAMEPERIODLASTYEAR) it is possible to add this measure. Here is the formula: Same Month Last Year = CALCULATE(Sum(Sales[SalesAmount]),SAMEPERIODLASTYEAR('Date'[Datekey])) For many users this is all they need. The chart will update each month and they will always be able to see the last 12 months. However, this chart will not work with date slicers. If the client adds a date slicer to the page and selects just one month, the chart will be limited to one month. The reason the chart is limited to one month is because the date dimension relates to the sales fact table and it filters the data for the selected month. However, this is not what
Have you ever wanted to just create your Dynamics 365 Finance journal entries in Excel, without dealing with the Excel Add In. This blog article will show you have using Excel, OneDrive and Power Automate. Typically I put all the steps right in the article, but this is a pretty detailed process, so I have included the link to a document I prepared, or you can simply watch the video below. Download the detail directions here