Tag Archives: Microsoft

PUG Summit | Understanding Time Intelligence with Power BI

Presenter: Dan Edwards

Auto Date Fields

Power BI can create automatic date hierarchies, for report and drill down by Year/Quarter/Month/Day. It’s important to consider whether your data model has more than one fact table with a date attribute. If there are multiple facts, or you have already created a date table, it’s a better to use your own date dimension.

“Don’t use auto date/time” -Dan

I love these types of tips and tricks – here’s how it works, and don’t do it!

Creating a Date Table with DAX

It’s possible to use a DAX expression to create a date table. The initial DAX expression looks like this:

Date = CALENDAR(“1/1/2016”, “12/31/2019”)

Use the DAX expression to create a New table in Power BI.

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Then additional columns can be added to the Date dimension table:

Month = MONTH(‘DATE'[Date])

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It’s also possible to do concepts like MonthDate where you calculate a Date column with the first day of every month, which can provide flexibility.

MonthDate = DATE( YEAR(‘DATE'[Date]) , MONTH(‘DATE'[Date]) , 1 )

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Using an Effective Date

One of the scenarios is a scenario where the user wants to pick the effective date – for example a cutoff date or the last 12 months.

Dan mentioned he has a fairly extensive blog post on how to implement this concept.

 

Great presentation!

D365UG Summit | What’s New in Financials and UI

Microsoft presented today at D365UG summit on some of the new UI, Financials, and Production features available.

Presenters: Jason Green, Mike Faulkner, Philippe Jacobsen

PowerPoint (Login Required)

Check the Release notes for the specific estimated release date of these features. Some may be released in early 2019 or beyond.

Web Client

I covered some of the enhancements to the web client released in Platform 20 in a previous post.

What’s Coming

Collapsible navigation in menus will simplify finding a menu item.

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New options will be available for saved views on forms, which allows for multiple personalizations on a form.

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New grid capabilities will include:

  • Improved scrolling – more data will be held client side so the scroll is more accurate and not paginated
  • Filter/sort on any column including “display fields”
  • Excel-style column filtering – pick filters from list
  • Grand totals on grids
  • Grouping and subtotaling on grids
  • Cross-column search
  • Remove 10,000 record Download to Excel limit – not infinite, probably 1 million records

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Finance

I’ll be doing an upcoming live AXUG webinar on October 31st called “What’s New in the D365 for Finance and Operations Fall 2018 Release (8.1, Platform 20)” that will cover many of the new features discussed during the session and will include live demos.

Revenue Recognition

The Revenue Recognition features are used when billing is done at a summary Sales Order level, but the Revenue needs to be split out. New capabilities will be added to allow for this split.

Enterprise Credit Management

Ability to put orders on hold and have global credit limits.

Supply Chain

All kinds of Performance improvements.

FastTrack (D365O Tech Conference)

Microsoft has a generic program called FastTrack which enables direct collaboration with customer projects and initiatives. The D365 Operations group has its own take on this program. The Operations program provides services via technical talks, customer specific workshops, and recurring status calls. Agust Bjornsson, FastTrack Operations EMEA Lead, shared some of Microsofts goals at the Tech Conference. 

The bottom line of the FastTrack program is for Microsoft to enable consistency of implementation across the partner channel, and for customers (and partners) to have a feedback mechanism back into Microsoft if they encounter questions or issues.

I think this is a fantastic concept – these types of programs are so crucial to knowledge and idea sharing between Microsoft, partners, and customers. It’s still a fairly new program, so I anticipate tweaks to the concepts going forward. And to be frank, part of this program’s purpose is for Microsoft to monitor for implementations going off the rails – thereby protecting their future revenue streams. But keeping the communication channels open is a critical part of any long term product investment.

The company I work for, SAGlobal, has participated in this program both for our internal implementation, and on customer implementations. We’ve been happy to have a go-to person for each implementation. Olaf Traustason, Senior Technical Lead, said about FastTrack

I enjoy the Technical Talks because they are to the point and on point.