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Yesterday we covered how to connect to Acumatica OData using Power Query (Power BI) in Microsoft Excel. Here is the recording of the live broadcast:
https://www.augforums.com/live10
During the live broadcast, Ralph asked in the chat if there is a way to setup parameters in Excel so that only certain data is returned from Acumatica.
Ralph isn't here on the forums (yet) so I'm tagging his colleague @alex-clawson
You can get Power Query to read parameters from Excel. Here is a video on how to do this:
For information on how to do the server-side filtering that I talked about at the end, here are two things for you:
https://www.augforums.com/forums/acumatica-odata-with-microsoft-excel-and-power-bi/applying-filters-in-odata
https://support.velixo.com/hc/en-us/articles/360043950572-Advanced-Filtering-in-GI-Functions
Good Morning Tim,
Thank you very much for the post/video!! This will help us out a ton.
After attending the Live show last week, I was able to link to a Generic Inquiry in our instance of Acumatica and create the appropriate pivot table! I essentially copied your exact query, but, now that I know the basics, I am ready to create custom workbooks for all sorts of reports.
Thanks for the video and the follow up, I really appreciate your efforts.
Alec Clawson