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Using Power BI to combine Financial and Social Data for More Powerful Analytics

In my last blog post we talked about Power BI Designer Preview and why I was lovin’ it.  In this post I’m going to use Microsoft’s most recently Power BI tool to connect to my SQL server instance to analysis my Google Analytics data, Marketing data and CRM opportunities.

Connect to your SQL Data

Let’s get started by selecting the Get Data button in the top left corner and then select SQL Server

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Zero in on ZIP code risk

Internet and mobile sales continue to grow in popularity among shoppers and profitability for retailers. Last year, online sales in the U.S. topped $307 billion. The lucrative internet marketplace has also led to more online crime. Recent cyberattacks on U.S. businesses, which affected such titans of industry as Target, JPMorgan Chase, Home Depot and Premera, has Congress scrambling to craft laws to protect businesses and consumers against data breaches. And in 2014, businesses lost an estimated $3.5 trillion globally from retail fraud. Online sellers took the biggest hit, according to LexisNexis, primarily due to losses from card-not-present (CNP) transactions. 

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Non for Profit .. What options are there out there for you using Dynamics GP

Fund accounting by definition is an accounting system emphasizing accountability rather than profitability.  This is used by non-profit organizations and governments.  Most ERP systems are designed to emphasize on profitability not accountability.  Dynamics GP has options for this that will assist you in spending less time managing funding and accounting processes and more time on your mission.  The modules available in Dynamics GP are interfund accounting, control account management, encumbrance management, commitments, and grant management.  Below we will give you the details of each module and how it can help. 

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Uploading Fixed Assets into Acumatica ERP

In previous blog posts, we have learned how two ways to get fixed asset purchases into Acumatica ERP. The first was entering them manually and the other was to create the fixed asset records from purchases. Both of these methods work and are extremely efficient when entering a few fixed assets. In some situations, your company may purchase many fixed assets at the same time which would make manual entry a long laborious process. Using the built in function of Integration Services in Acumatica ERP, one can quickly create a routine that will import multiple fixed assets into the system using data from an Excel spreadsheet.

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KTL’s 10th Annual User Conference: Recap

Can you believe KTL has been throwing a successful and continuously growing User Conference for the past 10 years!? To be honest, neither could we. It’s amazing how our clientele are so loyal; how they and many others want to learn more about the dynamics world that Microsoft has offered. Yes, the beginning idea of this conference ten years ago, was something that KTL thought would grow and hopefully become an annual educational event that we could host for our clients. And it has become that….and much more!

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Five Tips on Understanding SQL Server Better

Being a developer I often find myself in situations where I need to troubleshoot SQL queries that are not performing well and generally need optimizations. I would like to share some interesting tips on how SQL Server handles queries and what execution plans might be better than others. A query execution plan is an ordered set of steps that are used to access the data in SQL server. If you are working with SQL Server Management Studio once you have started a new query window click the following button  (or CTRL + M) so you can enable execution plans. In the examples below I will be using tables from AdventureWorks database which is a sample database provided by Microsoft.

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