Acumatica Summit 2019 Session – Getting Actionable Information with Self-Service Reports & Dashboards (Tim Rodman) … [Read more...]
Acumatica Reports – Report Designer (5%) and Excel / Power BI (95%)
Last week I mentioned the recent announcement by Acumatica which connects Acumatica to Microsoft Excel, Power BI, Power Pivot, and Power Query. Then I made my case for why I think that Excel and the “Power” tools are a big deal. What about Report Designer? But where does the Report Designer in Acumatica fit into all of this? … [Read more...]
Acumatica Connects to Microsoft Excel and Power BI with OData
Update June 4th, 2015 - Checkout my guest post over at PowerPivotPro.com Update May 6th, 2015 - Checkout my guest post over at OData.org Hold onto your seats, the world’s fastest growing Cloud ERP software (Acumatica) is about to collide with the world’s most popular Reporting and Business Intelligence software (Microsoft Excel). Acumatica made the announcement this morning May 01, 2015 (click here) at Microsoft Build, the annual conference aimed at developers who use Microsoft’s next … [Read more...]
“Help -> Get Link” Example Using Excel
My last post was about hyperlinks and I'd like to continue on the same theme in this post, but use an actual example in Excel. Sometimes it would be nice to make an Excel file that contains hyperlinks to the actual screens in Acumatica for each record that you're viewing. In this example, I'm going to take a simple list of vendors in Excel and add a hyperlink to each vendor ID that will drill into the Vendors (AP303000) screen in Acumatica for that vendor. Basically, all you need to do is the … [Read more...]
General Ledger Account Excel Integration
Acumatica is very good at integrating with Microsoft Excel. In this video I demonstrate the ability to export to Excel and import/update from Excel. I am using the Chart Of Accounts (GL202500) screen, but this feature is available on a number of different screens. http://www.youtube.com/watch?v=eNk4_gkmeOo … [Read more...]