creating a PowerBI dataset from bank account statement

(0) Share

Report

Posted on by CU22082246-0

need to create a automatic report from PowerBI , the data I need is the bank account statement with only outstanding transactions.

The sequence would be from Home page >- Cash management >- Bank Accounts >- "select a bank" >- Bank account card >- Bank account >- Statements , up until this point , you are seeing bank account statement list , select the latest one and click "print" , make sure the "print outstanding transactions" option is toggled , and subsequently save to excel or other format .

My question is , if I want to automate this process and have the result ready to be processed by PowerBI whenever I need to see this outstanding transactions , how to achieve this purpose ? is there any way by creating a web service or other methods ?

and if there is a customer service number I can call to have a technical support for this issue ?

Thanks