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Microsoft

Use Power BI in Microsoft Dynamics 365 Business Central

Microsoft via Microsoft Learn

Overview

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  • Learn how to create a dataset for a Power BI report in Business Central using assisted reporting setup and custom data sets.

    In this module, you'll:

    • Install Power BI Desktop
    • Use Business Central as a data source in Power BI
    • Create queries using the assisted setup and the API
    • Develop query and page objects for Power BI
    • Weigh the performance impact
    • Enable your Business Central data for Power BI
  • Do you want to build a Business Central report using Power BI Desktop? This module will guide you through the steps required to create a Power BI report.

    In this module, you'll:

    • Create the data model based upon a star of snowflake model
    • Enable time intelligence and analysis
    • Create simple measures
    • Use visuals to create a report
    • Convert a report into a dashboard
  • Do you want to know how to work with Microsoft Power BI in Dynamics 365 Business Central? If so, this module is for you. You'll learn how to deploy Business Central dashboards in Power BI and how to set up Power BI inside Business Central.

    In this module, you'll:

    • Deploy Business Central dashboards in Power BI.
    • Set up Power BI in Business Central.
    • View list data in Power BI reports in Business Central.

Syllabus

  • Create a dataset for a Power BI report in Dynamics 365 Business Central
    • Introduction
    • Install Power BI Desktop
    • Use Business Central as a data source in Power BI
    • Develop query and page objects for Power BI
    • Develop API query and API page objects for Power BI
    • Use new dedicated APIs for financial reporting
    • Weigh the performance impact
    • Create a Power BI dataflow with Business Central data
    • Exercise - Create a dataset for a Power BI report in Business Central
    • Exercise - Publish and install the extension
    • Exercise - Import data into Power BI Desktop
    • Check your knowledge
    • Summary
  • Build a Power BI report with Business Central data
    • Introduction
    • Build the data model for Power BI
    • Add a date dimension
    • Introduction to DAX
    • Create a report
    • Build a dashboard
    • Exercise - Add a calculated column and measure in Power BI Desktop using DAX
    • Exercise - Visualize your data in Power BI Desktop
    • Check your knowledge
    • Summary
  • Work with Power BI in Business Central
    • Introduction
    • Deploy Business Central dashboards in Power BI
    • Set up Power BI in Business Central
    • View list data in Power BI reports in Business Central
    • Adding Power BI Report Parts to pages
    • Exercise - Embed your report in Business Central
    • Check your knowledge
    • Summary

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