Monthly Archives: April 2023

D365 Finance | Filter for Blanks

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Use “” and the “is exactly” filter. This video could have been a blogpost. This blogpost could have been a tweet.

That said, this video contains a few extra nuggets that may be of use – how to create a listpage view that filters for blanks. How to use Power Query to report on records with blank values.

Hope you enjoy.

Some Concepts:

  • Filter for blanks (use “” and “is exactly” filter)
  • Add field to listpage
  • Create view from filtered listpage
  • Open in Excel
  • Use Power Query to create filtered view of data
  • Use Power Query to track changes to source data
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Still Early

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When we found out we were pregnant, we did all the things.

Luana put the pregnancy test in a box. She set up a hidden camera and recorded my surprise opening it, learning our lives would change.

We printed out a bunch of signs. My brother took pictures of us holding them on the grass in the front yard.  We turned the pictures into a slideshow for Luana’s mom in Brazil:

“Hey Mom… Happy Mother’s Day… We Love You… and… Guess What? …YOU… are going to be… a GRANDMA!”

We booked a pregnancy announcement photoshoot.  We dressed up and hiked to a field below this hill at sunset. The day turned out cloudy, but we took these lovely pictures surrounded by little yellow flowers. Pretty flowers.  They bloom here every spring.  I think they’re called mustard flowers, but they didn’t smell like mustard. I don’t know.

When we found out we were pregnant, we scheduled our 8-week appointment with the doctor to confirm the pregnancy.

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D365 Finance | Connect Directly to D365 Data with OData and Power Query

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Welcome to the matrix!

In this video, we look at how D365 data entities work with OData, how to find the entities available to you through OData, and how to connect to those entities using Power Query in Excel.

Some Concepts:

  • OData
  • OData in D365
  • Connecting to OData in Excel through Power Query
  • Data entity names are case sensitive and likely need dataareaid (legal enitity) defined.

Some References:

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D365 Finance | Supercharge Excel Add-in with Power Query

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In this video, we look at a simple example of how Power Query can supercharge your reporting abilities for values brought into excel via the data connector.

I’ve found Power Query to be a great tool for efficiently combining data that lives across two different D365 data entities. It is a fantastic tool for data migration or analysis in general.

Some Concepts:

  • Pivot Tables
  • Refreshing Data
  • Connecting Data to Power Query
  • Merging Two Data Sources in Power Query
  • D365 Relationship Between Projects, Project Contracts, and Sales Currency
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D365 Finance | Excel Add-in Reports with Formulas

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In this video, we look at using formulas within the excel data connector.

As an excel user, you should be familiar with formulas. Perhaps you frequently take D365 data into excel to perform some external lookups or comparisons. Formulas can be written into your D365 excel-connected experience, so that your dependent formulas refresh when you refresh your connection.

Some Concepts:

  • Using Excel Data Connector Add-in for D365
  • Adding Formulas to Connected Output
  • D365 list-page grouping and totaling
  • CountIf() and VLookup() formulas in Excel
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