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”
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”
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, if you are “in charge” of your environment in any meaningful way. Reading this series won’t allow you to bypass utilizing a partner or consultant for some things, but hopefully it gives you more background to understand different parts of the environment, and perhaps fill some knowledge gaps.
In this blog post, I will continue on the Know Your Environment angle, continuing from where I left off. I covered most of the core Dynamics GP “Microsoft” elements of a given environment but ignored ISVs plus many other parts of the environment to be aware of. Overall this part of the upgrade series may still take more than 2 posts to adequately cover!
Continue reading “GP Upgrades – know your environment part 2”
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 your upgrade. If you are planning an upgrade, it’s important to understand where the moving parts are, and at least to have what I refer to as a “conversational” knowledge of your GP system, even if you aren’t familiar with the nitty gritty details. This is too long a section for one post so I will be breaking it up into smaller pieces.
Continue reading “GP Upgrades – know your environment”