Showing posts from July, 2017

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

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