AugForums.com

An Acumatica User Group

  • Free
    • Start Here
    • Rolodex
    • Podcast
    • Blog
    • Forums
  • Paid
    • AugSQL
    • GI Course
    • GI Library
    • Consulting
  • Register

acuCONNECT 2021 – Acumatica with Microsoft Excel, Power Query, and Power BI

November 3, 2021 by Tim Rodman

Thanks to everyone who attended my session at acuCONNECT 2021. You’ll find the stuff that I promised during the session here in this post.

acuCONNECT 2021

I presented a session at acuCONNECT 2021 on November 03, 2021 @ 1:15pm Eastern Time

Session Title: Acumatica with Microsoft Excel, Power Query, and Power BI

I only had 30 minutes so I was limited in what I could show. The intention of this post is to point you to some additional information.

I didn’t want to waste time on much of an introduction during the presentation. If you’d like to learn more about me and what I do here on AUGForums.com, checkout this acuCONNECT 2021 Session Introduction podcast episode:

Click here for Podcast Episode #55 Related Links

My 30 minute presentation at acuCONNECT 2021 was a scaled down version of this 70 minute YouTube Live presentation (click here) so feel free to watch that if you’d like to see how I built the example that I reviewed during my acuCONNECT 2021 presentation.

In that presentation I mention this What is Power BI Blog Post (click here) which gives the history of Power BI, how Power BI (called PowerPivot at the time) started in Microsoft Excel long before PowerBI.com (click here) ever existed, and how Power BI is the best thing to happen to Excel in 20 years.

If you’d like to download the Excel file and Generic Inquiry that I used during this presentation, you can do so below. Just note that you need to be logged in or you’ll see a “Content Restricted” message below.

Content Restricted to Members

To access this content, either Login (click here) or Request Your Free Account (click here)

Filed Under: Acumatica Learning Tagged With: acu-connect, Acumatica, Acumatica Blog, Acumatica Learning, Acumatica Training

By using this website, you agree to our Terms of Use (click here)
Building Generic Inquiries & Pivot Tables

Online Members

 No online members at the moment

Recent Blog Posts

  • EP 160: How long does it take an Automation Schedule to run in Acumatica (Podcast) November 7, 2025
  • EP 159: Mark Safran – Smartsheet Dashboards with Acumatica data (Podcast) October 29, 2025
  • EP 158: Garrett Rochell – Acumatica Upgades, especially with the Modern UI (Podcast) October 4, 2025
  • acuCONNECT 2025 – Visualizing Inventory Balance $ and Service Level % TOGETHER September 19, 2025
  • EP 157: acuCONNECT 2025 Preparation – Part 4 (Podcast) September 16, 2025

Recent Forum Posts

  • Bronwyn Duprey

    RE: Attribute Input Mask

    Does anyone know where I can find instructions on the f...

    By Bronwyn Duprey , 3 days ago

  • Astra Mathis

    RE: Importing Acumatica User Roles / User Security Permissions from Excel

    @nangel SM651500 Access Rights by Role or SM651700 Acce...

    By Astra Mathis , 4 weeks ago

  • matthewjames

    RE: Generic Inquiry Screenid changes to ScreenId=00000000

    if anyone gets this error again (resetting screen ID to...

    By matthewjames , 1 month ago

  • Travis

    RE: Pick List report suddenly not splitting on Shipment

    I never found a solution initially - here I am 3 years ...

    By Travis , 2 months ago

  • ToonSix

    RE: Feeling Stuck on Making a Sandbox of our Database

    Delete as many snapshots as possible before making a ne...

    By ToonSix , 2 months ago

  • Retha

    RE: Printing Product Labels from Purchase Receipt

    I have read the article on the How to print multiple pr...

    By Retha , 2 months ago

  • Paul Lambert

    RE: Generic Inquiry into Business Event to monitor Import Scenarios

    An idea I've been brainstorming and haven't yet tested ...

    By Paul Lambert , 2 months ago

  • Jacky Mao

    How to make Customer Class ID available in Business Events for AR302000 (Payments and Applications)

    Hi everyone, I’m trying to create a Business Event fo...

    By Jacky Mao , 2 months ago

  • Lunar Windbloom

    Feeling Stuck on Making a Sandbox of our Database

    Hi all! Hope your day is going well! It's finally the...

    By Lunar Windbloom , 3 months ago

Terms of Use & Disclaimers :: Privacy Policy

Copyright © 2025 · AUG Forums, LLC. All rights reserved. This website is not owned, affiliated with, or endorsed by Acumatica, Inc.