AP Automation in Dynamics 365 Finance and Supply Chain

As a solution architect, prospects and clients often ask me for ways to improve their Accounts Payable process.  They receive hundreds of invoices every month, and it can take considerable amount of time to enter all of the detail as well as attaching the invoice for reference during the approval process.  This is an area where we have often needed to bring in an ISV solution, but that could cause other issues.  Microsoft has been doing considerable work around automation for AP and they recently released a public preview of their Invoice Capture solution. I have had the opportunity to set this up in one of my test environments so I could get an idea of what they have to offer.  As we would expect, the Invoice Capture solution is built on the Power Platform.  It uses a model driven Power App along with Power Automate Flows to integrate with Dynamics 365 Finance.  However, since it is a solution, they have done much of the work for you, including creating the standard flows to load the

Column from Examples - Power BI

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, CO USA" - Power BI interprets that I am trying to concatenate the three columns with a comma between City and State and when I tab off the field it quickly shows me a preview of the remaining rows.  If I simply click OK, the column is added as an additional step in the Query Editor.  

In this example, Power BI created the following formula - 

= Table.AddColumn(#"Merged Columns", "Combined", each Text.Combine({[birthCity], ", ", [birthState], " ", [birthCountry]}), type text)


Column From Examples also works with dates.  In my example there are three columns for the birth date.  (birthYear, birthMonth & birthDay).  Again I can simply select Column From Examples - From All Columns.  In the newly created columns I will type in 12/27/1981 and when I tab off, Power BI will create the BirthDate column for me using the following formula:

= Table.AddColumn(#"Column From Examples", "Combined (2)", each 

Text.Combine({Text.From([birthMonth]), "/", Text.From([birthDay]), "/", Text.From([birthYear])}), type text)



These are just a couple simple examples, and it is my understanding that Column From Examples does not work for everything, but so far I have had a lot of success using it and it is certainly faster than typing in the formulas myself.

For more information on this formula take a look at the Power BI documentation.

Comments

Popular posts from this blog

Creating a date table with a fiscal year in your Power BI data model

Showing the last 12 months based on a date slicer

Adding a new entity to Dual-write in Dynamics 365 Finance