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Microsoft

Use Power BI in Microsoft Dynamics 365 Business Central

Microsoft via Microsoft Learn

Overview

  • Module 1: Do you want to know how create a dataset for a Power BI report in Business Central? In this module, you'll learn how to use the assisted reporting setup to expose existing queries and reports as web services. We'll also discuss how you can develop a custom data set for Power BI and enable your Business Central data for easy Power BI reporting.
  • In this module, you will:

    • Install Power BI Desktop
    • Use Business Central as a data source in Power BI
    • Create queries using the assisted setup
    • Develop query and page objects for Power BI
    • Weigh the performance impact
    • Enable your Business Central data for Power BI
  • Module 2: 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 will:

    • 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
  • Module 3: 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 will:

    • 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

  • Module 1: 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
    • Create queries using the assisted setup
    • Develop query and page objects for Power BI
    • Weigh the performance impact
    • Exercise - Create a dataset for a Power BI report in Business Central
    • Exercise - Add web services to the extension
    • Exercise - Publish and install the extension
    • Exercise - Import data into Power BI Desktop
    • Check your knowledge
    • Summary
  • Module 2: Build a Power BI report with Business Central data
    • Introduction
    • Build the data model for Power BI
    • Add a data 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
  • Module 3: 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
    • Exercise - Embed your report in Business Central
    • Check your knowledge
    • Summary

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