Different methods to connect data in Power BI with BC & NAV

This blog is explaining different methods to connect D365 & Navision data with Power BI 

Connect Power BI with BC using Dynamic 365 Business Central connector 

In Power BI Desktop, choose Get Data > Online Services > Dynamics 365 Business Central > Connect. Sign in with the same account you used to sign in to Business Central. 

 

The Power BI Navigator shows a list of Microsoft Business Central environments, companies, and data sources. These data sources represent all the web services that you have published from Business Central. Choose the data required and click on Load or Transform Data.  

Connect Power BI with BC using OData URL from BC 

Step 1: To find OData URL, search for “Web Services” in Business Central 

Step 2: Open “OData V4 URL” as a new tab by clicking on it. 

Step 3: Go to Home > Get Data > OData Feed in Power BI desktop 

Step 4: Copy the OData URL till company name in OData feed window from the new tab opened. 

Different sign in options are there in OData feed. Choose the required one. 

Step 5: Now selected Organizational account , Sign in using the credentials you used to log in business central account and click Connect

After providing all the above information, Power Query Editor will show a list of web services published in Business Central. Here, you can see the required table contents by selecting the “Table”. 

Connect Power BI with Dynamic Navision using OData URL from Dynamic NAV 

You can follow the same procedure as in BC. 

Step 1: Search for “Web Services” in Dynamic Nav 

Step 2: Open OData URL  & copy the URL till company name. 

You can see that the Dynamics NAV OData address contain ODataV4. This is ONLY available in Dynamics NAV 2017. If you are using Dynamics NAV 2016, you’ll need to use OData to refer to OData version 3, which can also be used for Dynamics NAV 2017 (if needed).  

From Step 3 you can follow the same steps as in BC. 

Connect Power BI with Dynamic Navision using On Premise Gateway connector to pull the data from NAV and push into Power BI.  

This is in the case of SQL instance. You can connect directly to SQL database from Power BI desktop, as long as you have permissions granted on the database to do so. 

The gateway is only necessary when you deploy your reports to the Power BI Service (app.powerbi.com) 

Download and install on-premise gateway. Then sign in using the email which you used to log in power bi service account and follow the instructions in gateway window. 

Go to power BI service account Settings > Manage Gateway > Add data source to use the gateway under Gateway cluster settings and add required details like server name & name of database. And make sure your user account is in the list of “Users” on the data source. This will allow you to publish reports from the PBI Desktop to the Service. 

Praisy Joy 
Data Analyst 
Addend Analytics

Addend Analytics is a Microsoft Gold Partner based in Mumbai, India, and a branch office in the U.S.

Addend has successfully implemented 100+ Microsoft Power BI and Business Central projects for 100+ clients across sectors like Financial Services, Banking, Insurance, Retail, Sales, Manufacturing, Real estate, Logistics, and Healthcare in countries like the US, Europe, Switzerland, and Australia.

Get a free consultation now by emailing us or contacting us.