Quick tip: One feature of the “is one of” filter is you can paste a list of records into the filter. So if you have, for example, an external list of records in excel, you can copy that list and use it as a filter in D365.
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.
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.
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.
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.
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.
In this video, we look at building a report based on project financial dimensions using the excel data connector.
Note to future self:
In the data management workspace, if you don’t see a data entity that you expect to see, try refreshing the entity list. This is particularly the case when a new data entity is created, or a trail environment is first spun up.
Go to Data management workspace
Continue readingNot sure what to get that special D365 accountant in your life? Waited till the last minute and now you don’t have time to buy a gift? Show your appreciation by passing along this list of journal entry tips. Better yet, send a link to our whole series on shortcuts.
#D365Blogs: the gifts that keeps on giving – even during the holidays.
These example screenshots will be from the general ledger journal form, but are applicable across journal types in D365.
Alt+N can create a new journal header, and also create new journal lines once the journal lines are opened.
Continue reading
“Manual data entry builds character,”
–Joel Leichty
“Character gives us qualities, but it is in our actions–what we do–that we are happy…or the reverse,”
–Aristotle
If you need to paste multiple values into multiple places, WIN+V should be your new best friend. Where regular CTRL+C copies something and CTRL+V pastes that last thing you copied, WIN+V allows you to select from your history if previous items copied.
iamJoshKnox 