In order to allow me to focus on Consulting (click here) and Courses (click here), I continue to review all posts here in the Forums, but, in general, I'm only personally responding to posts that I mark as #AcumaticaTnT (click here). For Questions (click here), others may respond, or you can post over at Community.Acumatica.com (click here).
#AcumaticaTnT Creating Parameters in Excel that restrict data returned from Acumatica
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:
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.