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EP 95: Jon Flinn, Using Power Query with ERP Systems (Podcast)

August 31, 2022 by Tim Rodman Leave a Comment

AUGForums.com Real Talk is an Acumatica Podcast: Acumatica User Interviews, Info, News, and More! Our Two Rules: 1. No Editing. 2. Publish Immediately.

AUGForums.com Real Talk Podcast

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0:00 Introduction
3:07 Jon Flinn: Origin Story
6:52 High School Basketball, Getting Arrested, and Getting into Finance
11:37 Being Smart Academically vs. Working Hard and Finding Your Path
13:57 Coach Jeff Armstrong and Improving Incrementally
18:44 Using Power Query to Automate Accounting Tasks
23:02 Using Power Query in Financial Planning & Analysis (FP&A)
25:20 Accepting Inputs in Power Query
27:17 What does the Power Query Output look like?
30:33 Just solve it, then worry about performance
34:02 Copy/Paste from Power Query in Excel to Power BI
36:14 Using Workday data with PowerBI.com
38:54 Writeback capabilities with Power On, Power Apps, Adaptive Planning, etc.
41:23 Building a 10 person Finance Transformation team
44:32 Using Power Query to fight fires when going public and conducting 100+ person Power Query training
46:57 Speed, Simplicity, and Automation since Finance is more of an Art than Accounting
48:34 Write down your process steps on a piece of paper, then try to Automate with Power Query
53:16 Wrapping up

Jon Flinn
Location: Phoenix, Arizona

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Filed Under: Podcast Tagged With: Acumatica, Acumatica Blog, Acumatica Learning, Acumatica Podcast, Acumatica Training, Acumatica User Group

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