A Business Central Consultant’s Copilot Journey
Step 1 – Computer Support Assistance Kim Dallefeld, MVP, MCT, MCP If you’d asked me a year ago what I knew about AI, “It could fit in a thimble!”, quoting my one of my dad’s sayings. And honestly, he wouldn’t have been far off. Sure, I understood the concept, but I wasn’t using AI—or Copilot—in […]
Financial Reporting Heroes #5 – Column Definitions (Part 1)
Kim Dallefeld, MVP, MCT, MCP
Financial Reporting Heroes #4 – Row Definitions (Part 2)
Kim Dallefeld, MVP, MCT, MCP
Financial Reporting Heroes #3 – Row Definitions (Part 1)
Kim Dallefeld, MVP, MCT, MCP
Financial Report Heroes #2 – Analysis Views
Kim Dallefeld, MVP, MCT, MCP
Financial Report Heroes #1 – Overview
Kim Dallefeld, MVP, MCT, MCP
30 Problems/30 Fixes – Tip #30 Excel Layouts
Kim Dallefeld, MCP, MCT, MCP There are Excel Preview reports what’s the difference between that an Excel Layouts? Excel Previews are report only designed to be an Excel download with build-in filters. They can be run with filters and date ranges. Excel Layouts let you take a standard report and build a different report and […]
30 Problems/30 Fixes – Tip #29 Analysis Mode
Kim Dallefeld, MCP, MCT, MCP Excel and Saved Views are nice but I need to summarize, change columns, I just need more! Recommendation: Analyze Mode Here’s an example of using Analyze Mode on Posted Sales Invoices, starting with the default screen. Next an Analysis sorted and groups by sell-to customer: An you can expand any […]
30 Problems/30 Fixes – Tip #28 Saved Views
Kim Dallefeld, MCP, MCT, MCP Filtering on the same data, day after day, week after week or month after month…..Stop it! Start using Saved Views! Recommendation: Save that filter as a Saved View! You can have as many as you want. Example of a Saved View showing Invoices Only Hiding the FilterPane and yet using […]
30 Problems/30 Fixes – Tip #27 Open in Excel
Kim Dallefeld, MCP, MCT, MCP Just want the data from Business Central so that you can analysis or build a report….. Recommendation: Use the Open in Excel feature BC does respect the filters that you have applied so be aware. BC only reports the columns that you are displaying, if you need more…first […]