Business Central and Power BI

Getting insights into your Business Central data is easy with Power BI - a data visualization system from Microsoft. Power BI retrieves Business Central data allowing you to build dashboards and reports based on that data. Power BI provides a flexible alternative to reports built in Business Central, enabling you drill down and customise the visualisation, and even merge data from different companies in Business Central. Some Power BI reports can also be embedded in Business Central and viewed without leaving the system. More complex dashboards are better experienced from the Power BI web site.

Power BI and Business Central

What you can do with Power BI and Business Central

There are various features for working with Business Central and Power BI. Some things you can do from Power BI, while other things are done from Business Central. Also, some features are only available with Business Central online, not on-premises. The following table gives you an overview.

Feature Description Online On-premises More information
View Business Central data in Power BI You can view your data from Business Central in reports in Power BI. Business Central online includes some predefined Power BI reports. Or your organisation might have made some custom reports available to you. Works online Works on-premises See...
View Power BI reports in the Business Central client. 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. works online Works on-premises* See....
Create reports and dashboards in Power BI that display Business Central data. Use Power BI Desktop to create your own reports and dashboards. You can publish the reports to your own Power BI Service or share them with others within your organisation. Works online works on-premises See...
Business Central apps in Power BI 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:
  • Dynamics 365 Business Central - CRM
  • Dynamics 365 Business Central - Finance
  • Dynamics 365 Business Central - Sales
Works online See...

* This feature requires a registered application for Business Central in Microsoft Azure. For more information, see Registering Business Central On-Premises in Azure AD for Integrating with Other Services.

Getting ready to use Power BI

There are a few tasks that must be done before you can start using Power BI with Business Central. Some of the tasks are typically only done by administrators or super users.

  1. If you're using Business Central on-premises, make sure your deployment meets the requirements outlined in Set up Business Central on-premises for Power BI integration. This task is typically an administrative task.

  2. Publish data as web services.

    Codeunits, pages, and queries that you want to use as the data source in Power BI reports must be published as web services. There are many web services published by default. An easy way to find the web services is to search for web services in Business Central.

    For more information about publishing web services, see Publish a Web Service.

  3. Get a Power BI account.

    To do anything with Power BI and Business Central, whether you're an administrator or just a consumer, you'll need Power BI service account. To get an account, go to https://powerbi.microsoft.com. To sign up for an account, use your work email address and password. Sign-up requires that you have a licence, but in most cases you should already have a free licence. For more information, see Power BI Licensing.

  4. If you want to create your own Power BI reports, get Power BI Desktop.

    You can download Power BI Desktop. For more information, see Get Power BI Desktop.

See Also

Power BI for consumers
The 'new look' of the Power BI service
Quickstart: Connect to data in Power BI Desktop
Power BI documentation
Business Intelligence
Getting Started
Importing Business Data from Other Finance Systems
Setting Up Business Central
Using Business Central as a Power BI Data Source
Using Business Central as a Power Apps Data Source
Using Business Central in Power Automate

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