Category: Power Query

  • Power BI, Excel & GP – SQL sources

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    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… (continue >)

  • Power BI, Excel & GP – Data Access

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    The third post in the series, discussing data access considerations and options to securely handle your data in a report. (continue >)

  • Power BI, Excel & GP – Starting from scratch

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    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… (continue >)

  • Power BI, Excel & Dynamics GP

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    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… (continue >)

  • Pagination in Power Query (follow up)

    Part 5 of a series where I revisit one of my earlier steps, revise my code from post #2 to use the same approach used in post #4. (continue >)

  • Pagination in Power Query (Part 2)

    The 4th post in the series around using APIs, specifically around iterating over an unknown number of pages of results, using the ClickUp API. (continue >)

  • Connecting to ClickUp in Power Query

    The 3rd post in the series, this one about the ClickUp API and how to connect to it. (continue >)

  • Pagination in Power Query (Part 1)

    Part 2 in the series where I’m discussing Power Query with APIs. Today is about paginating over a known number of pages, using Harvest as the API example. (continue >)

  • Connecting to Harvest in Power Query

    The first post in a short series documenting how to work with some web application APIs in Power Query, using Harvest as my first example. (continue >)

  • Excel Background Refresh & Pivot Tables

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    A post about Excel and the Enable Background Refresh setting as it relates to Pivot Tables. (continue >)