RPA with Dynamics 365 Finance & Supply Chain

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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
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Making the important numbers stand out

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With so much information available today, many people are simply overwhelmed by the data.  This is important for us to remember when we are designing reports and visualizations.  We need to help our users understand the story we are telling and one way to do this is to draw their attention to the important information.

The eyes go directly to change and difference, so conditional formatting is a great way to make data stand out.  However conditional formatting in Power BI can produce some pretty ugly results.  In this article, I am going to show some tips to help use conditional formatting to focus on key numbers of the report.

I will start with a simple matrix report that shows the monthly and yearly sales growth by brand.  In this case we only have 10 brands, but you will notice nothing really jumps out to you.  As a consumer of this report you must read through each row.


So let’s go to the format tab on the visualization pane and turn on conditional formatting. 
  • Click the format icon
  • Expand conditional formatting
  • Choose the measure to format
  • Choose the formatting option (background, font color and/or data bars)
  • Switch the option to On
  • (Optional) Repeat with other measures











In my example I have turned on the Background for both measures and below you will see the results.


At this point, this is not the most appealing report.  The colors are a little overwhelming and the data-ink ratio is very high on the ink side.  So how do we clean this up and help the consumer focus on the story we are telling?

First let’s look at what Power BI did by default.

Let’s go back to the visualization pane, formatting tab and choose Advanced Controls under Backgrounds.  This will open the Background color scales window (shown above).  In looking at this window you will see that Power BI setup a color scale with Red for the lowest value scaling to Green for the highest value.  With this approach only one value is Red and one value is Green, the remaining values are a combination of Red and Green.  This results in a very colorful report, that can be difficult to interpret.

However, you can make some simple changes in this window to clean up all the color.  You will notice the Minimum and Maximum fields are drop down lists.  The other option is Number.  In my example I want to focus on the brands that have negative growth, so the consumer of the report can quickly identify the brands that need attention.

To do this, I am going to make a few changes to the Background color scales.

  • Change Minimum and Maximum to Number
  • Set the Minimum and Maximum number to 0
  • Change the color for Maximum to White

I make those changes for both measure and now the report does not have as much color and my attention is drawn right to the brands with negative growth.  Of course you could make the Minimum color white and Maximum color green to focus on the positive growth. 

 

This is just one example of how you could use Conditional Formatting.  You could follow similar steps to format font colors and you can also use data bars to help focus the user’s attention.  I will explain more about data bars in a future article.

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