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

Additional Resources:

1 thought on “D365 Finance | Supercharge Excel Add-in with Power Query”

  1. Pingback: D365 Finance | Connect Directly to D365 Data with OData and Power Query | iamJoshKnox

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