Power BI, a Microsoft data visualisation system, makes it simple to gain insights from your Business Central data. Power BI takes data from Business Central and allows you to create dashboards and reports with it. Power BI is a flexible alternative to Business Central reports, allowing you to drill down and personalise the display, as well as merge data from other firms. Some Power BI reports can be embedded in Business Central and read without having to leave the platform. The Power BI online site provides a better experience with more complicated dashboards.
Power BI reports that display Business Central data can be embedded directly in parts Business Central pages. You can switch the part to display any report that is made available to you.
On various critical list pages in Dynamics 365 Business Central, a Power BI FactBox is included. This FactBox gives you more information about the data in the list. The report is updated and filtered for the selected entry as you travel between rows in the list. If you don't see this section, go to Actions > Display > Show/Hide Power BI Reports from the action bar.
Any Power BI report that you have access to can be shown via a Power BI part on a page. Select the Select Report action from the drop-down command list at the top of the section to switch to another report.
The Power BI Reports Selection page displays a list of all available Power BI reports. This list can be fetched from any of your own workspaces in the Power BI service, as well as workspaces that have been shared with you. Choose OK after checking the Enable box for each report you want to show on the page. You'll be taken back to the previous page, where the last report you enabled will be visible. Using the drop-down command list, use the Previous and Next commands to navigate between reports.
Choose Get Reports if you don't see any reports on the Power BI Reports Selection screen, or if you don't see the report you desire. This action allows you to search for reports in two places: My Organization and Services.
In the Power BI section, you can make modifications to a report. After that, the adjustments you've made will be published to the Power BI service. Unless you save the modifications to a new report, other users will see the changes if the report is shared.
Choose the Manage Report action from the Power BI part's drop-down command list to alter a report. Then begin to make modifications. Select File > Save once you've finished making adjustments. If it's a shared report and you don't want to make the modification for all users, choose Save As instead.
When you return to the role center, the updated report will appear. If you used Save As, you'll have to choose Select Report, and then enable the new report to see it.
As .pbix files, Power BI Reports can be shared among users. You can upload and share any .pbix files you have with all Business Central members. Each company's reports are posted on Business Central.
Select the Upload Report action from the Power BI Reports part's drop-down command list to upload a report. After that, look for the .pbix file that defines the reports you want to share. You can alter the file's default name.
The report will immediately upload to other users' Power BI workspaces after it has been uploaded to yours.
Business Central publishes three apps for Power BI on Microsoft AppSource. These apps create detailed reports and dashboards in your Power BI service for viewing Business Central data. Available apps include
The total cost of a project depends upon various factors, such as data density, customization needed, etc. To get an estimate of the final cost, you can send through the details to get a proposal that will include services and costs pertaining to those services.
Before the free 2-hour session, we’ll first schedule a quick 15-minute discovery call to understand your reporting challenges and prepare a tailored roadmap for your business.