Leveraging Power BI for Dynamics 365 Business Central – Part 1: Connect

by | Updated February 11, 2020 | Dynamics 365 Business Central, Power Platform

Power BI is a powerful reporting tool that allows you to extract, split, combine, modify, filter, and display data in a manner that best suits your needs. Today, I will show you a foundational step in that process – how to connect Power BI to your Dynamics 365 Business Central environment. Once you are able to properly extract this information, you’ll be one step closer to organizing this data so that you are able to help answer the question of how to best run your business.

Step 1: Download Power BI Desktop

First, you’ll want to download Power BI Desktop from the Microsoft Store.

Step 2: Open Power BI and Connect

Once downloaded, open the program. When you first open Power BI Desktop, you’ll want to tell it what data source you want to connect to. You can connect to countless sources such as SQL databases, Azure databases, Excel tables, Text files, Access databases, Sharepoint sites, OData feeds and much more. For our purposes, we want to connect to our Business Central environment. With a new Power BI file open, go to the Home tab on the ribbon and click Get Data > “More…”. This opens a popup that shows all the different types of databases we can connect to. We want to go to Online Services > Dynamics 365 Business Central > Connect. You will get a popup asking you to sign in. Use the same sign is as your BC user and click Connect. (Note: If at any point you want to change the login info to another user, go back to the main ribbon and go to Home > Edit Queries > Data source setting and Clear Permissions for the Dynamics 365 Business Central data source.) You will now see a list of environments to choose from. Expand the PRODUCTION environment to see a list of companies in that environment. Expand one of the companies to see the queries and tables you are able to report off of and load into PowerBI. As an example, if you choose to load the Chart_of_Accounts item, it will load in your GL Account info. Navigating to the Data page after it loads will show you the raw data. In future posts, I will help guide on how to filter, modify, and visualize data on PowerBI so that it can work best for you.

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

march

03mar10:00 am10:30 amThe Modern Manufacturer - MRP vs. MPS – What, When and How

03mar2:00 pm2:30 pmLot Management Best Practices for Batch Manufacturers

10mar10:00 am10:30 amEnhancing the Customer Experience and Driving More Business with Dynamics 365 Customer Service

10mar2:00 pm2:30 pmThe Five Steps to Managing Sales Tax for Manufacturers

11mar11:00 am12:00 pmConfab with Stoneridge - Livestream - Power Apps Component Framework Power Hour

17mar10:00 am10:30 amThe Modern Manufacturer: Pro Tips for your Finance Team

24mar10:00 am10:30 amUnlock the Potential of Digital Marketing with Dynamics 365 Marketing

25mar11:00 am12:00 pmConfab with Stoneridge - Livestream - The Four Keys to Choosing the Best ERP or CRM Solution

31mar10:00 am10:30 amThe Modern Manufacturer: Keys to Reporting Success

31mar01aprTraining Class: Financial Reporting W/Account Schedules for Dynamics 365 Business Central

april

31mar01aprTraining Class: Financial Reporting W/Account Schedules for Dynamics 365 Business Central

07apr10:00 am10:30 amBoost Seller Productivity and Close More Business with Dynamics 365 Sales

07apr2:00 pm2:30 pmEnsuring Quality for Batch Manufacturers

08apr11:00 am12:00 pmJumping into the Deep End of the Data Lake

14apr10:00 am10:30 amThe Modern Manufacturer: Cost Accounting in D365

22apr11:00 am12:00 pmMoving from Manual to Automated with Strategic Automation Strategies

28apr10:00 am10:30 amThe Modern Manufacturer: Best Practices for Inventory Turn

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X