D365 Finance | Supercharge Excel Add-in with Power Query

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
Continue reading →

D365 Finance | Excel Add-in Reports with Formulas

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
Continue reading →

On Gender Reveal Parties

I know gender reveal parties are controversial.

Sometimes they cause cringey TikTok videos. Sometimes they start California Wildfires.

Gender is a social construct. My children should be free to explore and discover its interfluidity in their own time. We should really call them sex reveal parties (though the sex reveal happens in the pregnancy announcement – amirite?)

Continue reading →

D365 Finance | Excel Add-in Data Connector from Scratch

In this video, we look at building a master data report using the excel data connector.

Building the report from scratch instead of relying on the “open in excel” template experiences helped me better understand the connections made using the tool.

Some Concepts:

  • Using Excel Data Connector Add-in
  • Why Does Edge Open My Excel Download File In a New Tab First?
  • Getting Dynamics Connector Add-in for Excel
  • Connecting to Dynamics environment through Dynamics Connector
  • Creating Report Across Multiple Data Entities in One Excel Table
Continue reading →

Project Financial Dimension Report – D365 Finance & Excel

In this video, we look at building a report based on project financial dimensions using the excel data connector.

Some Concepts:

  • Master data reporting through listpage views
  • Export to excel vs Open in Excel
  • Financial dimension configuration for OData connections
  • Mediocre usage of text-to-columns in Excel
  • Financial dimension and chart of accounts delimiter
Continue reading →

Bedtime Medley

The paradox of bedtime is that a baby won’t fall asleep while you are thinking “Why won’t this baby go to sleep?!?!“. Though the longer it takes, the more you are driven to fixate on that question. Like zen meditation, you have to do it by intently not focusing on the task at hand.

Continue reading →

Bedtime Prayers

After dinner…
After dinner and we play…
After dinner and we play and take our bath…

And our story, and song, and dance.
And after we find Tiger, and the giraffe-pillow, and arrange the blankets…

We pray.

I ask Calvin if he wants to pray in English or in Portuguese.

Continue reading →

A Word Calculator…What is GPT?

How Will It Improve the World? How Will It Not?


a humanoid computer from the 90’s playing chess digital art, DALL-E

When I was 12, my dad took some math classes at our community college.  The advanced material required a new calculator.  One night, he pulled me over to his homework table, “Look at this!”  He typed an equation, pressed enter, and a squiggly line darted from left to right like when the patient gets zapped back to life in an ER episode.  “Ba-Bump, Ba-Bump” my dad made sound effects as the line bent up and down across the screen.

At the time, I didn’t know what a sine curve was.  It didn’t matter.  The output was exciting.

Y=sin(x^2) …exciting was relative, pre-YoutTube

Years later, I took those same classes. The green LCD screens had become as ubiquitous in math as pencils.  Now I know what sine is.  I still don’t know how a TI-83 calculates it.  What happens in that black box when you press enter?  

If cryptocurrency was the conversation of 2022 (is that finally behind us?), GPT will be the conversation of 2023.  Perhaps you need a primer: GPT is a calculator for text.

What is GPT?

GPT (short for “Generative Pre-training Transformer”) is a type of artificial intelligence model that is used for natural language processing tasks such as language translation, summarization, question answering, and language generation. It is a deep learning model that was developed by OpenAI, and it is designed to be able to learn and generate human-like text.
…
I didn’t write that.  I typed “What is GPT?” into OpenAI’s ChatGPT, and it generated that output. 

Continue reading →