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 application APIs for analysis in Power BI and/or Excel. In my limited experience, I’m finding significant differences in how to connect to them or how to paginate through them and I wanted to share my learning on this in case it helps others!
For this post, I will describe the following items:
- Getting a Harvest’s API v2 Personal Access Token
- Authenticating with that in Power Query (Power BI or Excel)
- Using “GET” method on the Time Entries endpoint from the API
Some of the concepts I will cover should be similar regardless of which endpoint(s) you wish to use (at least in the context of the Harvest API). The API documentation is your friend here as it will be the reference to what methods are available, what fields you get back, what data types they contain and what types of query parameters are available.
Continue reading “Connecting to Harvest in Power Query”
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 a number of other posts and suggestions around creating a measure with all “X’s” but they have never worked for me. I’m probably doing something wrong! 😉
Continue reading “Power BI matrix column width sizing”
Well, it’s finally the end of the series and this one is a short-ish one where I review some last minute tips.
Continue reading “GP Upgrades – series wrap-up”
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.
Continue reading “GP Upgrades – testing”
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.
Continue reading “GP Upgrades – know your environment wrap-up”
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!
Continue reading “GP Upgrades – know your environment part 5”
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 on for now with the “know your environment” topic. So far I have covered some product terminology, product types & ISV products, and a bit about identifying external applications. In this post, I will talk about what I look for in terms of integrations and things to consider for upgrades.
Continue reading “GP Upgrades – know your environment part 4”
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 Microsoft MVP Award program team. I only had a single-digit number of contributions logged, far from my normal contribution level. I was initially dreading the renewal process, but in early February 2021, the program team emailed all MVPs and told us that we would all be receiving a 1-year extension if we were up for renewal this July 1st. What a relief!
Continue reading “MVP Renewal for 2021/2022”
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/functionality within the Dynamics GP client. In this post, I will delve into external ISV products.
Continue reading “GP Upgrades – know your environment part 3”
A week or so ago, the mid-year update for Dynamics GP was dropped. For Dynamics GP Canadian Payroll users, there are only tax changes in 1 jurisdiction – New Brunswick. In addition to the CPY updates, there are a number of other fixes in this update. As is typical with the mid-year update, it is more than just Canadian Payroll updates, it’s a full service pack.
For all of the details on the other changes, please refer to Terry Heley’s blog post. There are simply too many updates listed to summarize!
Continue reading “Canadian Payroll Mid-Year Update 2021”