- Find out how to customize document layouts and reports in Business Central to follow your company's guidelines and preferences.
By the end of this module, students are able to:
- Manage report and document layouts.
- Create and modify report or document layouts.
- Implement report selections and manage saved settings for reports.
- Make Business Central data available for easy reporting with Excel and intelligent analysis with Power BI.
By the end of this module, students are able to:
- Create Business Central web services that can be used as data sources in Power BI
- View data in Power BI reports in Business Central
- Enable business data for Power BI
- Export business data to Excel
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Syllabus
- Change how documents look in Business Central
- Overview of report and document layouts
- Create and modify a custom report or document layout
- Change which layout is currently used on a report
- Define document layouts for customers and vendors
- Implement report selections
- Manage saved settings for reports
- Set up printers
- Exercise - Change the layout currently used on a report
- Check your knowledge
- Summary
- Configure Business Central for Excel and Power BI
- Create web services to link Power BI and Business Central
- Add Business Central as a data source in Power BI
- Create list data Power BI reports to display in Business Central
- Configure Business Central apps in Power BI
- Work with business data in Excel
- Analyze, group, and pivot data on list pages using data analysis mode
- Exercise - Create a Business Central web service to use as a Power BI data source
- Check your knowledge
- Summary