Enabling Your Business Data for Power BI

Getting insights into your Business Central data is easy with Power BI and the Business Central content packs. Power BI retrieves your data and then builds an out-of-the-box dashboard and reports based on that data.

You must have a valid account with Dynamics 365 and with Power BI. Also, you must download Power BI Desktop if you wish to create your own Power BI reports. Power BI content packs require permissions to the tables where data is retrieved from. More details on the requirements are described below.

Microsoft has published the following content packs:

App Description
Microsoft Business Central Provides a dashboard with key financial data over time, such as earnings versus expenses, operating margin, and cash cycle.
Microsoft Business Central - CRM Provides a dashboard with key data about sales opportunities and contacts.
Microsoft Business Central - Sales Provides a dashboard with key data about sales and inventory.

Using the Dashboards

Each content pack provides reports that you can drill into:

  • Choose any visual on the dashboard to bring up one of the underlying reports.
  • Filter the report or add fields that you want to monitor.
  • Pin this customized view to the dashboard to continue tracking.
    You can refresh data manually, and you can set up a refresh schedule. For more information, see Configuring scheduled refresh.

The content packs are preconfigured to work with data from the demonstration company that you get when you sign up for Business Central. When you install the apps in Power BI, and you connect to your own data, some reports may not work because they rely on data that your company does not have. In those cases, you can simply remove that report from your dashboard.

Note

You can also build your own reports and dashboards in Power BI based on your Business Central data. For more information, see Connecting Your Business Data to Power BI.

How to Connect

  1. Select Get Data at the bottom of the left navigation pane.
    Navigating to Get Data

You may also get starting from within Dynamics 365 Business Edition. From the role center, navigate to Report Selection in the Power BI Role Center part. Select either Service or My Organization from the ribbon. When either of these actions are selected, you will be taken to either the Organization gallery in Power BI or to the services library in Power BI, which will also be filtered to only display content packs related to Dynamics 365 Business Central.

  1. In the Services box, select Get. This will open a window with the AppSource and Apps for Power BI apps.
    Choose content packs from online services
  2. Select Apps from the Apps for Power BI apps tab, choose the Microsoft Dynamics 365 Business Central content pack that you want to use, and then select Get it now.
    Select Dynamics 365 Business Central and select Get it now
  3. When prompted, enter the name of your company in Dynamics 365 Business Central. This is not the display name. The company name can be found on the 'Companies' page within your Dynamics 365 Business Central instance.
    Select Dynamics 365 Business Central and select Get it now
  4. Once connected, a dashboard, report and dataset will automatically be loaded into your Power BI workspace. When completed, the tiles will update with data from your Dynamics 365 Business Central company. Select Dynamics 365 Business Central  and select Get it now

What Now?

System Requirements

To import your Dynamics 365 Business Central data into Power BI, you need to have permissions to the web services used to retrieve data. The web services required for each content pack include:

Role Center Reports

Microsoft Dynamics 365 Business Central – CRM

  • Sales Opportunities
  • Excel Template View Company
  • Power BI Report Labels

Microsoft Dynamics 365 Business Central – Finance

  • PowerBIFinance
  • Excel Template View Company
  • Power BI Report Labels

Microsoft Dynamics 365 Business Central – Jobs

  • Job List
  • Job Planning Lines
  • Job Task Lines
  • Power BI Report Labels
  • Excel Template View Company

Microsoft Dynamics 365 Business Central - Sales

  • Sales Dashboard
  • Excel Template View Company
  • Power BI Report Labels

List Page Reports

Microsoft Dynamics 365 Business Central – Customers List

  • Item Sales by Customer
  • Power BI Item Purchase List
  • Power BI Item Sales List
  • Sales Dashboard
  • Power BI Customer List
  • ExcelTemplateViewCompany
  • Power BI Report Labels

Microsoft Dynamics 365 Business Central - General Ledger Entries List

  • Power BI GL Amount List
  • Power BI GL Budgeted Amount
  • ExcelTemplateViewCompany
  • Power BI Report Labels

Microsoft Dynamics 365 Business Central – Items List

  • Item Sales by Customer
  • Power BI Item Purchase List
  • Power BI Item Sales List
  • Sales Dashboard
  • ExcelTemplateViewCompany
  • Power BI Report Labels

Microsoft Dynamics 365 Business Central – Jobs List

  • Power BI Jobs List
  • ExcelTemplateViewCompany
  • Power BI Report Labels

Microsoft Dynamics 365 Business Central – Purchase Invoices List

  • Power BI Purchase List
  • ExcelTemplateViewCompany
  • Power BI Report Labels

Microsoft Dynamics 365 Business Central – Sales Orders List

  • Power BI Sales List
  • ExcelTemplateViewCompany
  • Power BI Report Labels

Microsoft Dynamics 365 Business Central – Vendors List

  • Power BI Item Purchase List
  • Power BI Item Sales List
  • Power BI Vendor List
  • ExcelTemplateViewCompany
  • Power BI Report Labels

Web Services

An easy way to find the web services is to search for web services in Dynamics 365 Business Central. In the list make sure the Publish box is marked for the web services listed above.

Troubleshooting

The Power BI dashboard relies on the published web services that are listed above, and it will show data from the demonstration company or your own company if you import data from your current finance solution. However, if something goes wrong, this section provides a workaround for the most typical issues.

Incorrect Company Name

A common mistake is to enter the company display name instead of the company name. To find the company name search for Companies. Then use the Name field when entering your company name.

Incorrect User Name and Password

The user name and password used to connect will be the same as what is used to connect to your Microsoft Office 365 account.

The content packs also require that you have a Microsoft Dynamics 365 Business Central account. Once you enter your credentials, we will auto discover any Microsoft Dynamics 365 Business Central tenants you have access to. If you do not have a licensed or trial Microsoft Dynamics 365 Business Central account, you will receive an error message.

The Key Didn't Match Any Rows in the Table

If you enter a non-valid company name during the connection process, you may get the error message "The key didn't match any rows in the table". Provide the correct company name and try connecting again.

See Also

Get started with Power BI
Power BI - Basic Concepts
Business Intelligence
Getting Started
Importing Business Data from Other Finance Systems
Setting Up Business Central
Migrate Business Data from Other Finance Systems
Using Business Central as a Power BI Data Source
Using Business Central as a PowerApps Data Source
Using Business Central in Microsoft Flow

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