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Questions Enforce a formatting from Acumatica

 
Acumatica OData with Microsoft Excel and Power BI
Last Post by Saiful Murad 8 years ago
6 Posts
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Saiful Murad
Posts: 23
 Saiful Murad
Topic starter
March 11, 2018 8:54 pm
(@c3p0i)
Eminent Member
Joined: 5 years ago

Hi,

Was wondering if any of you encounter this issue.  I pulled out TimeCardSummary namely WeekID and HoursSpent to Generic Inquiry and then extract the data using Excel and PowerBI. 

I noticed that :

1.  WeekID becomes a SUM in PowerBI automatically (in Excel, the week is displayed as YYYY,WW.  eg 2018,01) and

2.  I cannot sum HoursSpent - sum will always be zero either in Excel or PowerBI. 

I had to manually change the format in Excel so WeekID becomes text and HoursSpent become Number. 

My questions: 

1.  Can we enforce formatting in Acumatica before it is exported out? 

2.  How do I enforce the format change in PowerBI? 

Am I missing something here?  Thanks in advance.


5 Replies
Saiful Murad
Posts: 23
 Saiful Murad
Topic starter
March 12, 2018 9:00 pm
(@c3p0i)
Eminent Member
Joined: 5 years ago
Posted by: Saiful Murad

Hi,

Was wondering if any of you encounter this issue.  I pulled out TimeCardSummary namely WeekID and HoursSpent to Generic Inquiry and then extract the data using Excel and PowerBI. 

I noticed that :

1.  WeekID becomes a SUM in PowerBI automatically (in Excel, the week is displayed as YYYY,WW.  eg 2018,01) and

2.  I cannot sum HoursSpent - sum will always be zero either in Excel or PowerBI. 

I had to manually change the format in Excel so WeekID becomes text and HoursSpent become Number. 

My questions: 

1.  Can we enforce formatting in Acumatica before it is exported out? 

2.  How do I enforce the format change in PowerBI? 

Am I missing something here?  Thanks in advance.

Colleague suggested to change the Data Field column in Results Grid for WeekID to =CStr([EPTimeCard.WeekID]) , converting WeekID to string and it works. 

 


Reply
Tim Rodman
Posts: 3193
 Tim Rodman
Admin
March 16, 2018 11:28 pm
(@timrodman)
Famed Member
Joined: 10 years ago

Good move. Just curious, did you also have to set the Schema Field column to something that is a string?

Also, are you looking to translate WeekID into a date before exporting it out?


Reply
Saiful Murad
 Saiful Murad
(@c3p0i)
Joined: 5 years ago

Eminent Member
Posts: 23
March 17, 2018 10:11 am
Reply toTim RodmanTim Rodman
Posted by: Tim Rodman

Good move. Just curious, did you also have to set the Schema Field column to something that is a string?

Also, are you looking to translate WeekID into a date before exporting it out?

Hi Tim,

I didn't have to set the schema field.  Was thinking of changing the WeekID from YYYYWW to something like WeekN but decided that YYYYWW is good enough to appear on my dashboard.


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Tim Rodman
Posts: 3193
 Tim Rodman
Admin
March 19, 2018 10:10 pm
(@timrodman)
Famed Member
Joined: 10 years ago

I was thinking to turn YYYYWW into the last date in the week, but then I had a the same "good enough" thought as you. Extra work for something that maybe isn't any better.


Reply
Saiful Murad
Posts: 23
 Saiful Murad
Topic starter
March 19, 2018 10:53 pm
(@c3p0i)
Eminent Member
Joined: 5 years ago

True indeed.  If it ain't broke, don't fix it. 


Reply
Tim Rodman reacted
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