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Top 10 Blog Posts from 2021
I didn’t do this for 2020, but I like to look back at what posts had the most views during the previous year to see what has staying power and what piqued other’s curiosity. Interestingly enough, not a single 2021 blog post made my top 10 list. That’s not too surprising to me since I…
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ROE issue in Canadian Payroll
This post is about an issue that I found when testing the ROE (Record of Employment) functionality for a client in Dynamics GP. (Since “ROE” is a generic term, this post is specifically about a bug in the Dynamics GP Canadian Payroll module). I opened a case for it and it was quickly confirmed and…
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Pagination in Power Query (follow up)
This post is an unintended follow up to my “mini-series” working through how I am connecting to Harvest and ClickUp APIs in Power Query. After writing up post #4 (iterating over an unknown number of pages), I decided to review the method I used there vs. the method in post #2 (List.Generate). So, today’s post…
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Clear Recent Items list in Power BI Desktop
Today’s tip I found completely by accident. In the Open Report window, I had a long list of previous Power BI reports in my “recently used” list, many of which I had long ago deleted or moved. I wanted to clear the list and could not find a way to do that on that screen.…
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Pagination in Power Query (Part 2)
This post is the 4th in a “mini-series” where I’m documenting how I’m working with some different APIs for custom reporting. Today’s post is about ClickUp, an app I use for managing projects. Similar to post #2 about Harvest, it’s less about ClickUp than it is about iterating over an unknown number of pages of…
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Connecting to ClickUp in Power Query
This post is the 3rd in a “mini-series” where I’m documenting how I’m working with some different APIs for custom reporting. Today’s post is about ClickUp, an app I use for managing projects. Unlike the Harvest APIs I covered in posts 1 & 2, ClickUp’s API is a little more challenging to deal with as…
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Power BI number formatting tips
Here are two tips that I use repeatedly when building reports in Power BI. “Repeatedly” is a bit of a stretch as I’m still a newbie with Power BI but this was remarkably hard to find so I’m blogging for my future self, when I forget. 😄 For Tip #1, I love being able to…
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Pagination in Power Query (Part 1)
This post is the second in a “mini-series” where I’ll document how I’m working with some different APIs for custom reporting in Power BI and Excel. Today’s post is about Harvest again, but only in general terms. The example is their time_entries endpoint but what I’m covering today I would term more generically as “iterating…
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Connecting to Harvest in Power Query
Today’s post is the start of a “mini-series” where I’ll document how I’m working with some different APIs for custom reporting. Today’s post is about Harvest, an app I use for time tracking and billing. This series is aimed at users who may have similar requirements to mine, which was pulling data out of different…
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Power BI matrix column width sizing
I’ve been working with Power BI a lot lately on a “passion project” for myself. I’ll be starting to share more about that in the coming days but first I wanted to share a little tip (that I wish we didn’t need!) for sizing columns on Matrix visuals in Power BI. I’ve read many other…
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GP Upgrades – series wrap-up
Well, it’s finally the end of the series and this one is a short-ish one where I review some last-minute tips. Posts in the series Series intro Process overview Know your environment (part 1) Know your environment (part 2) Know your environment (part 3) Know your environment (part 4) Know your environment (part 5) Know…
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GP Upgrades – testing
Much of the upgrade series so far has been about “knowing your environment”. As I get closer to the end of the overall series, there are a couple more topics to discuss. Today’s topic is testing and what to consider/plan for. Posts in the series Series intro Process overview Know your environment (part 1) Know…
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GP Upgrades – know your environment wrap-up
This is the last post in the upgrade series that is specifically about “knowing your environment”. After this, I will branch out into other topics but for now, I am doing a catch-all of smaller things I may not have noted in prior posts. Posts in the series Series intro Process overview Know your environment…
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GP Upgrades – know your environment part 5
My last post was about integrations and what to consider for that in terms of testing and planning. Today’s post is about reporting. The previous posts are linked below for what I’ve covered thus far in the series! Posts in the series Series intro Process overview Know your environment (part 1) Know your environment (part…
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GP Upgrades – know your environment part 4
My last post was a few months ago and since then I’ve gotten a little distracted with other things (summer, nicer weather, etc.). I’m ready to try to catch up and finish this upgrade series, continuing for now with the “know your environment” topic. So far I have covered some product terminology, product types &…
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MVP Renewal for 2021/2022
I was fortunate to be renewed today for the Microsoft MVP award, for the 5th time. When I got awarded the first time in October 2016, I never dreamed that I would be still here 5 cycles later. This year is bittersweet for me, as I’m only getting renewed due to the generosity of the…
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GP Upgrades – know your environment part 3
In my last post, I continued on the “know your environment” topic. So far I have 2 parts to that with a background on the elements to be aware of with core Microsoft components of Dynamics GP plus ISV products, where they are modules and functionality within the Dynamics GP client. In this post, I…
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GP Upgrades – know your environment part 2
In my last post in this Dynamics GP upgrade series, I talked about getting to know your environment. The importance of understanding some of the moving parts cannot be understated, for those who are “in charge” of the environment in any meaningful way. Reading this series isn’t intended for customers to bypass utilizing a partner…
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GP Upgrades – know your environment
This is the 3rd post in my series about GP Upgrades. Today’s topic is what I refer to as “getting to know your environment”, as part of the planning process around the upgrade. When planning an upgrade, it’s important to understand where the moving parts are, and at least to have what I refer to…
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SmartList Export – Excel Content Error
Last year, I wrote a post about a relatively common SmartList Export error, the “Excel cannot open the file” error. Today, I was working on a client upgrade and cleaned up a ton of minor issues with some Canadian Payroll SmartLists they use. In writing this post, I have also developed a quick hatred for…
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GP Upgrades – process overview
Last week I posted the first in a series I am writing relating to Dynamics GP upgrades. This week’s topic is an overview of what the process looks like for many organizations, from the point of view of upgrades I’ve done or been involved with. At the end of this post, I’ve included a Context…
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GP Upgrade Tips series intro
I’m finally ready to get back into a regular blogging rhythm and will be starting a series around Dynamics GP upgrades. I’ve presented on this topic a few times and what I plan on covering is how I approach and manage upgrades. What this series will not be about is the technical “how to upgrade”…
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Remove all notes in PowerPoint
WOW, it’s been *some time* since I last blogged. I’m alive and well and finally getting back to the right mindset to get back into this. Stay tuned! This is a super easy tip that I learned today. I also learned I’m a super lazy PowerPoint creator. I create PowerPoint presentations by copying the last…
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New Year’s Resolutions 2021
It’s that time again, a new calendar year has begun. This year “Happy New Year” has an entirely different meaning to most of us, after what can only reasonably be described as a train wreck of a year. I’m a day late in writing this post this year (even though I’m posting this as Jan…
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Issues with Word Templates
Recently, there have been issues with Dynamics GP and Word Templates, due to some changes to the most recent Microsoft Office build releases. Specifically, documents generated in Word Templates cannot be opened in Microsoft Word, for environments running a build of Microsoft Office from Sept 8/9th or newer. Today’s post is an attempt to clarify…
