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Power Update

May 17, 2016 by Tim Rodman

Use Power Update to schedule Excel files for automatic email distribution or automatic refresh, including publishing to Excel Online. … [Read more...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica BI, Acumatica Blog, Acumatica Dashboards, Acumatica Generic Inquiry, Acumatica Learning, Acumatica OData, Acumatica Reporting, Acumatica Training, Business Intelligence, ERP, Power BI, Power Pivot, Power Query, Power Update

What is Power BI Desktop?

May 3, 2016 by Tim Rodman

The out-of-the-box content pack for Acumatica in Power BI is merely scratching the surface. Dive in and do more, much more, with Power BI Desktop. … [Read more...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica BI, Acumatica Blog, Acumatica Dashboards, Acumatica Generic Inquiry, Acumatica Learning, Acumatica OData, Acumatica Reporting, Acumatica Training, Business Intelligence, ERP, Power BI, Power Pivot, Power Query

Getting Started with Acumatica and Power BI

March 29, 2016 by Tim Rodman

Are you wondering how to get started with Acumatica and Power BI? There are a few low hurdles that you need to overcome. Checkout this post and video. … [Read more...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica BI, Acumatica Blog, Acumatica Dashboards, Acumatica Generic Inquiry, Acumatica Learning, Acumatica OData, Acumatica Reporting, Acumatica Training, Business Intelligence, ERP, Power BI, Power Pivot, Power Query

Acumatica Summit 2016 – From Data Hell to Bliss

February 1, 2016 by Tim Rodman

Hello and thanks for attending my session at Acumatica Summit 2016 entitled: From Data Hell to Bliss: Getting the Most Out of Your Acumatica Data … [Read more...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica BI, Acumatica Blog, Acumatica Dashboards, Acumatica Generic Inquiry, Acumatica Learning, Acumatica OData, Acumatica Reporting, Acumatica Training, Business Intelligence, ERP, Power BI, Power Pivot, Power Query

An Announcement (Part 2)

November 4, 2015 by Tim Rodman

Seven weeks ago I started working for Acumatica. During the past seven weeks, I have been considering whether or not to continue posting on this blog. I have a lot of ideas for posts (some written down, some in my head), but I wanted to see how the first seven weeks would go as an Acumatica employee before deciding whether or not to continue blogging here. Here is what my Evernote blog post ideas document looks like at the moment: Power BI Top 5 Customers by Revenue Creating a data … [Read more...]

Filed Under: Miscellaneous Tagged With: Acumatica, Acumatica BI, Acumatica Blog, Acumatica Excel Connector, Acumatica Learning, Acumatica OData, Acumatica Reporting, Acumatica Reports in Excel, Acumatica Training, Microsoft Excel, Power BI, Power Pivot, Power Query

Of Acumatica and Power BI – A Tale Loosely Inspired by the title of a classic novel by John Steinbeck (Guest Post)

October 13, 2015 by Tim Rodman

Guest post by Brad Kostreva Quick intro from Tim: I was thrilled when Brad asked me last month about doing some guest posts here on the blog. We first connected about a year ago through the blog and have kept in touch ever since. I mentioned him recently on the bottom of the What is Power BI post. Unlike me, an Acumatica reporting hobbyist, Brad is actually using Acumatica, Excel, and Power BI in the real world. I'm looking forward to hearing his real world experiences in this and future … [Read more...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica BI, Acumatica Blog, Acumatica Excel Connector, Acumatica OData, Acumatica Reporting, Acumatica Reports in Excel, Acumatica Training, Microsoft Excel, Power BI, Power Pivot, Power Query

An Announcement

September 16, 2015 by Tim Rodman

Tomorrow, September 17th, I will become an employee of Acumatica, filling the ERP Solutions Consultant position in the Columbus, OH office. I announced this on LinkedIn last week Acumatica has been a fun side project / hobby for me since April 30th, 2013. But I'm happy that I will now be working with it full-time. Of course, I'm also happy that I will now be getting paid too :) Am I Excited? … [Read more...]

Filed Under: Miscellaneous Tagged With: Acumatica, Acumatica BI, Acumatica Blog, Acumatica Excel Connector, Acumatica OData, Acumatica Reporting, Acumatica Reports in Excel, Acumatica Training, Microsoft Excel, Power BI, Power Pivot, Power Query

What is Power BI?

August 25, 2015 by Tim Rodman

Many of you have seen the news about Acumatica connecting to Power BI from a few months ago (click here, here, and here). Currently, Acumatica is the only ERP product listed on PowerBI.com: But Power BI is a fairly new thing and many people aren't exactly sure what it is. So, in this post I'll attempt to answer the question, "what is Power BI?" … [Read more...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica BI, Acumatica Blog, Acumatica Excel Connector, Acumatica OData, Acumatica Reporting, Acumatica Reports in Excel, Acumatica Training, Microsoft Excel, Power BI, Power Pivot, Power Query

Try Excel Online For Free

August 18, 2015 by Tim Rodman

The Current Excel Online Problem Three weeks ago we looked at using Excel Online to deliver your awesome Excel reports to people without them having to know that you made it in Excel. However, there currently is a problem with Excel Online. The problem is that there are actually different versions of Excel Online. There is a Free version, there is a Business version, and there is an Enterprise version. For more details, checkout this post by Mike Alexander (click here). I personally do … [Read more...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica BI, Acumatica Blog, Acumatica Excel Connector, Acumatica OData, Acumatica Reporting, Acumatica Reports in Excel, Acumatica Training, Microsoft Excel, Power BI, Power Pivot, Power Query

Excel Online Web App and Acumatica

July 28, 2015 by Tim Rodman

Wow, I can't believe that it's been two months since my last substantial blog post! But it is Summertime and family activities take priority over the blog. We did some camping, made a trip to California to see family, and have generally been having a blast enjoying the nice Summer weather. Now it's time for a long overdue blog post. Two months ago we built a very simple example of a dashboard in Excel (click here). Since we built it from an Acumatica OData connection, we were able to … [Read more...]

Filed Under: Acumatica Reporting Tagged With: Acumatica, Acumatica BI, Acumatica Blog, Acumatica Excel Connector, Acumatica OData, Acumatica Reporting, Acumatica Reports in Excel, Acumatica Training, Microsoft Excel, Power BI, Power Pivot, Power Query

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Building Generic Inquiries & Pivot Tables

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Recent Forum Posts

  • Brynn Rutherford

    Can't export GI's to excel that contain the FATrans DAC after upgrade to 2025 R1 in less than 25 min

    Hi, We have a Fixed Asset Generic Inquiry that combin...

    By Brynn Rutherford , 3 days ago

  • Lunar Windbloom

    RE: Feeling Stuck on Making a Sandbox of our Database

    @timrodman @toonsix Thank you! I need to figure out why...

    By Lunar Windbloom , 1 week ago

  • Tim Rodman

    RE: Attribute Input Mask

    Regular Expressions are a standard Linux thing and you ...

    By Tim Rodman , 1 week ago

  • Tim Rodman

    RE: Feeling Stuck on Making a Sandbox of our Database

    Ya, if you can't get the size down by deleting the snap...

    By Tim Rodman , 1 week ago

  • Tim Rodman

    RE: What Triggers a Customization to need a Restart?

    @tlaird self-hosting totally makes sense to me for peop...

    By Tim Rodman , 1 week ago

  • Tim Rodman

    RE: Invoice subreport for line-level tax breakdown not tieing to taxes subtotal

    It's not really an Acumatica problem huh; it's a math p...

    By Tim Rodman , 1 month ago

  • Rob Neal

    Invoice subreport for line-level tax breakdown not tieing to taxes subtotal

    We have a customer with a modified SO invoice form that...

    By Rob Neal , 1 month ago

  • Tim Rodman

    RE: Generic inquiry with information from Audit history(CT301000)

    @graemelm Just pulled it in as a Custom DAC fed by the ...

    By Tim Rodman , 2 months ago

  • Tim Rodman

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

    @astra-mathis thank you for the detailed instructions. ...

    By Tim Rodman , 2 months ago

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