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How to create a Power BI report using Business Central Data?

Power BI is a data visualization tool that allows us to develop analytical reports for organizations. It simplifies decision-making at a higher level. Power BI connects to various data sources, such as Dataverse, SQL Server, Excel, Text/CSV, Business Central, and more!

Microsoft Dynamics 365 Business Central, also referred to as Business Central, is an enterprise resource planning (ERP) solution by Microsoft. Business Central helps small and medium-sized businesses manage various operational aspects, such as finance, purchasing, inventory, manufacturing, etc.

Power BI can be connected to data from the Business Central environment, allowing users to leverage reports within Business Central using its tables.

This blog will walk us through the steps to connect the Business Central data and develop a Power BI report.

Let’s consider a scenario where a user wishes to access the account report –

Please refer to the provided screenshots for visual guidance.

Step 1: Connecting Business Central to Power BI.

Navigate to the Power BI Desktop. Within the Menu Bar, you will have the option – Get Data, then in the search box, search for Business Central.

Power BI for Business Central

Step 2: Select the table you want to create a report for. Here we have considered an Account.

Power BI for Business Central

Power BI for Business Central

Step 3: Now, we can add some visuals to design the report.

Let’s create a report based on the following scenario:

  • Accounts by Type,
  • Top 10 Accounts by Revenue,
  • Accounts by Post,
  • Accounts by Category

You can also add a Pie Chart to the report, as shown in the screenshot below.

Power BI for Business Central

Step 4: If you wish to add more visuals to the report, add Line Chart and Clustered Column Chart.

Power BI for Business Central

Step 5: Lastly, publish the report.

Step 6: Once the report is published, it gets added to Power BI Service within the selected Workspace. All the workspaces, dashboards, and reports are then automatically available for use within Business Central.

Power BI

Step 7: Navigate to the Business Central to integrate the Power BI Report. You can select the desired Power BI Report in the Business Central environment, as shown in the screenshot below.

Power BI for Business Central

Step 8: Click on the selected report and expand the Workspace.

Power BI for Business Central

Step 9: Click the Show More options and select Enable to view the report.

Power BI for Business Central

You can see the report after clicking on Enable and Tick as enabled.

Power BI for Business Central

The Account report is now enabled to view on the Business Central Environment.

Power BI for Business Central

Conclusion

In this way, Analytical Business Reports for Business Central can be designed using Power BI.

This post was originally published on this site

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