DAX blogs

It's a blog series, in first part we created a Power BI connection with D365FO, in continuation of that today we are going to create a visual from the D365 Finance & Operations data entities. In this blog, I will create a simple pie chart for gender based count of employees to show you how we can publish it on Power BI online portal. Steps: We will start from same step where we ended our previous blog. Enter 'Employee's in the search field. Select 'Employees' table > Click Load. Data will be loaded on Power BI desktop, you can see all fields of employees table under 'Fields Panel'. Under visualizations tab, there are many visuals available. As we are creating a pie chart we will select Pie chart option. Go to Visualizations > Click Pie Chart Now we will map fields to selected pie chart. Select and drag 'Gender' field it in Legend box Select and drag 'Personnel number' field it in Values box Yo

Microsoft  Power BI  is a cloud based data and analytics reporting tool that helps organizations bring together disparate data sets into reporting dashboards.   D365 Finance and Operations users can also use Power BI: T o design visual reports and dashboards from D365 data-sets   To embed these dashboards  to D365. In this blog series, we will see how D365 user can work with Power BI. I am going to divide this topic in four parts. Part I: Create OData connections to access D365 data to design visuals in Power BI Part II: Design a visual from D365 dataset Part III:  Configure Power BI to pin dashboards in D365 Part IV: Pin Power BI dashboards to D365 In first part, we will connect the Power BI with D365F&O through OData connections to access dataset so that it can be utilized to design visuals. Pre-Requisites: You should have a Power BI  account with your work domain and Power BI desktop app installed. Steps: We will start by accessing Power BI desk

Its a blog series, i n first part , we learnt how to access D365 F&O data in Power BI through OData feed then in second part , we created a visual from d365F&O dataset and pinned it to Power BI portal. In this part, we will do configurations those are required to pin the visuals and dashboards from Power BI to D365F&O.  Following are the details of environments those I am going to use here: D365 version = 8.1 &  PU = 2.0 Power BI Desktop version = 2.6 (February 2019) There are two major steps of configurations: 1. Register App and Generate Key on the Power BI dev portal 2. Provide above generated Key into D365 Power BI Configurations Let's start.... Register App over Power BI First of all we need to access Power BI dev portal where we will register our app and generate a key. Access below link  and sign in. ( http://dev.powerbi.com/apps ) Click Next > It will take you to the App registration page. Here, you have to provide

Forms Privilege All forms, reports and classes are available  in D365 with out of the box associated privileges, duties and/or roles. In this post we will see how we can find out these existing privileges of a form. To achieve this, navigate to any form > go to 'options' tab > click 'Security diagnostic'. It will show list of all privileges which will have menu item selected of opened form. It will also show the list of all duties and roles in which these privileges has been included.

Settle Vendor Retention In previous blogs, I worked on vendor retention setups and discussed how vendor retention gets generated on invoicing a purchase order. Now, in this blog I will show how vendor retention can be  settled at the end when an organization wants to pay off all retained amount for the purchase order which has been already invoiced completely. Let's start... Navigate to Accounts Payable > Invoices > Pending Vendor Invoices  Click From Purchase Order Following query form will appear Make sure all filter should clear except the Purchase order which must have the Purchase order number specified for which retention has been deducted and fully invoiced so has the status as 'Invoiced'. Click OK A row will appear in the following grid. Enter Invoice number Set Default quantity for  lines = Ordered quantity ( Because the mentioned order is fully invoiced, the system does not show the invoice line with other available

Generate Vendor Retention In previous blog, we setup a vendor retention term over a Project. Now in this blog we will see how that setup will work in order to generate vendor retentions, so we are continuing the same scenario. First, I would like to tell you how vender retention solution schema works.  When we create a Purchase order for a Project, on purchase order lines 'vendor retention term' appear (as we have set it up over project for vendor same as PO's vendor). So when we generate invoice after receipt the retention account that has been setup over ' Accounts for automatic transactions' form gets hit with the retained amount. In normal scenario following are the transactions those take place over invoicing.   Development work in progress  Db   Vendor Cr However, for vendor retention following financial transaction should take place on generating invoice. Development work in progress  Db Vendor Cr Vendor retention Cr Let's ve