august, 2021

10aug(aug 10)8:00 am11(aug 11)11:00 amPower BI for Dynamics 365 - Online Workshop

Event Details

Power BI for Dynamics 365 is an instructor-led virtual training course that provides a deep dive into the D365 Embedded Power BI experience.

About this Event

Power BI for Dynamics 365 Finance and Supply Chain Management is an instructor-led virtual training course that provides Dynamics 365 administrators, business analysts, and customizers a deep dive into the D365 Embedded Power BI experience. It will walk through how to access and customize the built-in, near real-time, analytic capabilities of your D365 implementation.

This class will take place over two days.

  • August 10 from 8 – 11 a.m. CT
  • August 11 from 8 – 11 a.m. CT

Register

Recommended Prerequisites:

• Understanding of data, relational databases, and data structuring is helpful

• Exposure to Microsoft Dynamics 365 Finance and Supply Chain is helpful

 

Syllabus:

Getting started

  • Environment overview
  • Features and restrictions of the AXDW/Entity store

Setting up the Entity Store

  • Initial deployment of the entity store
  • Scheduling entity store refresh
  • Setting the entity refresh rate
  • Monitoring the entity store refresh

Enabling Power BI Integration

  • Registering D365 to use the Power BI APIs
  • Enabling Power BI in D365 F&O
  • Finding the entity store name & password in LCS

Exporting Data

  • When to use the BYOD / Dual Write (CDS) / Data Lake
  • Cost considerations
  • Use as a staging area
  • Configuring the BYOD
  • Pushing a Data Entity
  • Configuring the Data Lake
  • Pushing a Data Entity
  • Configuring the Dual Write
  • Pushing a Data Entity

Creating Power BI report with existing aggregate measures

  • Connect Power BI desktop to the entity store
  • Out-of-the-box aggregate measures
  • Using an existing aggregate measure in a Power BI report
  • Adding the report to F&O
  • Deploying the report UAT
  • Deploying to PROD

Modifying and creating aggregate measures

  • Modifying an existing aggregate measure
  • Adding a new measure group
  • Creating an aggregate dimension
  • Deploying aggregate measures
  • Choosing between “In-Memory real-time” and “Stage in Entity Store” options
  • Permissions
  • Licensing

Using the built in analytical work spaces

  • The 25 analytical work spaces
  • Where to find the built-in .pbix files
  • Deploying analytical work spaces from LCS
  • Modifying analytical work spaces
  • Creating new visualizations for an analytical workspace
  • Creating custom commands for embedded PowerBi.com reports

Time

10 (Tuesday) 8:00 am - 11 (Wednesday) 11:00 am

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