Hi Steven - You reference a financial report at one point in this video. I like building financial statements in Power BI using COA outputs from ERP. The tricky part is developing the logic for the hierarchy of the accounts. I've done this with other ERP, but am new to BC. Do you know of a good table in BC or any quick logic to build the hierarchy using the Chart_of_Accounts Page API?
In BC use category and Sub category above your account in your hierarchy. Other method is to create a function in Power query that uses the "Totaling" column from Account table but you'll need custom API for that query. The third method is to create a table manually that mimics the Chart of Accounts in BC. Not a fan of that but hey, sometimes it's what you have to do
Your videos are very helpful. Thank you so much!
Thanks a ton...
Hi Steven - You reference a financial report at one point in this video. I like building financial statements in Power BI using COA outputs from ERP. The tricky part is developing the logic for the hierarchy of the accounts. I've done this with other ERP, but am new to BC. Do you know of a good table in BC or any quick logic to build the hierarchy using the Chart_of_Accounts Page API?
In BC use category and Sub category above your account in your hierarchy. Other method is to create a function in Power query that uses the "Totaling" column from Account table but you'll need custom API for that query. The third method is to create a table manually that mimics the Chart of Accounts in BC. Not a fan of that but hey, sometimes it's what you have to do