Showing posts from July, 2017

RPA with Dynamics 365 Finance & Supply Chain

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

Small Multiples in Power BI

I have been spending the past few months getting more familiar with Power BI.   There is a lot of information available, but it is sometimes hard to find exactly what I am looking for.   As I have been creating reports and visualizations in Power BI, one thing I have been missing is “small multiples”.   For those that are not familiar with the term “small multiples”, it is sometimes called a trellis chart, lattice chart, grid chart or panel chart.   It is a series of similar charts using the same scale and axes, allowing them to easily be compared.   The advantage is that it uses multiple views to show different dimensions of the dataset. This is a visualization many other tools have, but until yesterday I have not been able to create them in Power BI.   As I mentioned there is a lot of information available for Power BI, and there are also a lot of custom visualizations available.   I had looked in the Office Store before, and I had searched small multiples, but with no success