AX 2012 and Power BI

By Becky Newell | September 24, 2015

I recently attended the AXUG conference in Fargo, ND and the most interesting session for me was one on Power BI. Power BI is a subject I have not spent a lot of time learning about. After the session I decided it was time to dig in. This article reflects the first part of Power BI I started reading about which is Power Query. Power Query is a free Excel add-on which allows you to pull data from different datasources into Excel. Below is a small lab I walked through along with my color commentary on each of the steps.

Walk-through Using Microsoft Power Query for Excel in AX

1. Install Power Query from Microsoft

a. Power Query is a free plug-in for Excel

2. In AX navigate to Organization administration > Setup > Document management > Document data sources

a. The form that opens pulls data from the DocuDataSource table in AX

b. The data source types available to pull data from are: Service, Query reference and Custom query

i. Service = AIF services.

AIF Services are listed under the Services node of the AOT.

-There are a few hundred out-of-the-box services in AX.

ii. Query reference = A query listed under the Queries node of the AOT.

-There are hundreds of queries in the AOT.

iii. Custom query = A query listed under the Queries node of the AOT with a filter applied to it.

-This option uses the same queries as the Query reference data source type but allows you to add range restrictions to the queries.

-For example, if a query pulled from the customers table, with the custom query option you could restrict the query to a specific customer or customers.

-To apply the restriction to the query, in the dropdown you select an existing modelled query and then it prompts you for the range restrictions to apply to that query.

-You can rename the data source name once you pick the query.  The data source name field is editable.

3. Mark the Activated checkbox on any of the data sources in this form you want to use to pull data into Excel

4. Close the Document data sources form.

5. In Excel on the ribbon at the top of the page go to the Power Query tab

a. The Power Query tab is added to Excel once you have installed the Power Query plug-in

6. On the Power Query tab click the button From other sources > From Odata feed

7. In the form that opens enter the URL for the AX Odata query service

a. The URL is http://localhost:8101/DynamicsAX/services/OdataQueryService

b. Odata query service is an AX system service

c. Odata query service is not listed in the Inbound ports or in the Services node of the AOT

8. After clicking on the form prompting for the URL you are asked for how to connect to the service

a. On the left side of the form choose Windows and then select the option for your current credentials.

b. On the bottom of the form on the right side choose the url for the Odata service

9. Once the credentials are accepted a form opens displaying the list of activated data sources from the Document data sources form in AX

10. In the form displaying the data sources, select the desired data source and at the bottom of the form click the Load button

a.The data from your query will be brought into Excel and you are free to clean it up and remove columns as you see fit

Related Posts

Recommended Reading:

Manage U.S. Use Tax on Purchase Orders in Dynamics 365 Finance and Operations

  Managing sales tax requirements on your business purchase can be complicated, but Dynamics 365 Finance and Operations can help […]

Read the Article
5.19.22 Dynamics CRM

How to Write a Great Support Ticket in the Stoneridge Support Portal

Submitting a support ticket through the Stoneridge Support Portal is a quick and effective way to get assistance for any […]

Read the Article

Managing Your Business Through Uncertain Times Using Dynamics 365 Finance and Operations

  Dynamics 365 Finance and Operations (F&O) can help you make informed decisions on how to move your business forward. […]

Read the Article
5.13.22 Power Platform

Using Power BI Object Level Security

  The following article will demonstrate how to use Power BI Object Level Security to disable column data based on […]

Read the Article
5.12.22 Dynamics CRM

How to Use the Stoneridge Support Portal

Stoneridge Software’s support portal is an intuitive and useful function that makes it easy for you to access resources to […]

Read the Article
5.6.22 Dynamics GP

Dynamics GP Transaction Removal: Purchase Orders

  Are you having performance issues with Purchase Orders?  Do you find that there are old Purchase Orders on your […]

Read the Article
5.5.22 Dynamics GP

The Real Story about the Long-Term Future of Dynamics GP Support

I’ve seen a number of people put forward comment that Dynamics GP is going away and you have to get […]

Read the Article

New Features in Dynamics 365 Business Central 2022 Wave 1 Release – Financial Enhancements

The Dynamics 365 Businses Central 2022 Wave 1 Release has a lot of new and exciting features to help your […]

Read the Article
4.29.22 Dynamics GP

Dynamics GP Transaction Removals: Bank Reconciliation

  This is part 2 of a 3 part series on Dynamics GP Transaction Removals. These quick tips will hopefully […]

Read the Article

Start the Conversation

It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X