How to Integrate Power BI with Project Madeira

by | Updated July 18, 2017 | Dynamics 365 Business Central, Dynamics NAV, Power Platform

*This post was written for Dynamics NAV but the content directly applies to Dynamics 365 for Financials, which is the cloud product based on Dynamics NAV. You may notice some slight differences in the screenshots, but the information and steps are directly applicable to Dynamics 365 for Financials.

*Update: With the release of Dynamics 365 for Financials (formerly called Project Madeira) this post has been updated. Please find How to Integrate Power BI with Dynamics 365 for Financials here.

This post will cover how to integrate your Project Madeira instance directly with Power BI (free version).
Project Madeira is based on Dynamics NAV, so this walkthrough will be similar to our Power BI with Dynamics NAV – Demo Install blog post.  The largest difference with Project Madeira deployments built into Office 365, there is no on-premise option and gateway to consider.  We’ll walk through the necessary Office 365 data authentication to get www.powerbi.com to connect to your Project Madeira instance.
Power BI

Prerequisites

  • O365 Account with Project Madeira and Power BI (free) accessible – this is normally not an issue unless you are in a O365 demo/tenant environment with limited appsContents
  • Verify User Account and Web Service Authentication Key
  • Verify OData for the Dynamics NAV Service Tier
  • Power BI Get Data – Connect to Project Madeira

Verify User Account and Web Service Authentication Key

1. In Project Madeira, navigate to the “Users” page.  (Either use the Search for “Users” or navigate to Company Settings > Users)
2. Select your User Account and click Edit
Project Madeira in Power BI
3. Verify your User Name (which may be different from your O365 account)
4. Verify your “Web Service Access Key” if the field is blank or you’d like to generate a new one, click “Change Web Service Access Key” in the ribbon.
 Project Madeira in Power BI
We’ll be using the User Name and Web Service Access Key in upcoming steps.

Verify the Office 365 Data URL is Accessible

1. You can find the Office 365 Data URL within Project Madeira:
a. Use the Search to find Web Services
b. Copy the OData URL from one of the services and strip off the end, up to the Company() portion.
 Query in Power BI
Syntax:  http://[hosturl]:[ODataPort]/MS/OData/Company(‘[companyname]’)
Example:  http://mydemo.projectmadeira.com:7048/MS/OData/Company(‘CRONUS US’)/
2When you enter your URL, you will be prompted with a login.
a. Username = Your “User Name” from Project Madeira, which may be different than your O365 account.
b. Password = Your “Web Service Access Key”
 Authentication Required

NOTE: Most versions of IE will give a message “Cannot display this feed.”

Cannot display feed

Using another browser such as Chrome will work to display/verify the feed:

Project Madeira in Power BI
Power BI Get Data – Connect to Project Madeira

With your Project Madeira OData service and authentication verified, you are ready to connect Power BI to Project Madeira:
1. Go to www.powerbi.com (sign-in with O365 credentials)
2. Get Data > Services

Power BI

3. Search for Project Madeira, click on Project Madeira and click Connect.
Project Madeira in Power BI

4. In the OData Feed URL, enter the URL you tested in the “Verify the OData URL is Accessible” step.

Connect to Project Madeira in Power BI
5. After clicking next this will ask for an Authentication Method.  Choose “Basic”, fill in the User name, Password and click Sign In.
a. Username = Your “User Name” from Project Madeira, which may be different than your O365 account.
  b. Password = Your “Web Service Access Key”

Connect to Project Madeira in Power BI

Importing data in Power BI

Power BI

Once imported, your Project Madeira dashboard will be accessible on Power BI.
Project Madeira in Power BI

Enjoy!

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