Category: Power Query

  • Power BI, Excel & GP – SQL sources

    Today’s post combines the topics of the previous two posts and moves into Power Query to connect to SQL directly instead of connecting to static, exported SmartLists or flat files. Previous posts in the series Introduction Starting from scratch Data Access What this post covers In this post, I am using the same context of…

  • Power BI, Excel & GP – Data Access

    This is the third post in the series and I am going to dedicate this post to how to access GP data in terms of describing some of the options and factors to consider. Very little of this will have “how to” information about Power Query, but I will continue that in the next post.…

  • Power BI, Excel & GP – Starting from scratch

    The first part of my series around Power BI, Excel & Dynamics GP begins with some of the basics, and a way to start learning Power Query, starting from scratch. From my experience, an audience that is often overlooked is users who want to learn more or improve their skills but don’t know where to…

  • Power BI, Excel & Dynamics GP

    Soon I will be starting a new series of posts around Dynamics GP and how to get data out of it with Power BI or Excel via Power Query. There is no shortage of reporting options available for Dynamics GP customers, with many ISV (3rd party) products out there to augment some out-of-the-box options (Report…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • Excel Background Refresh & Pivot Tables

    Welcome to my first 2020 #TipTuesday post. Today’s topic is Excel and how a background refresh setting can impact refreshing pivot tables. The background to this post is related to a report I was creating for a client to validate timesheets before approval. The report has a couple of queries in it (from SQL) and…