Using Financials as a Power BI Data Source

You can make your Financials data available as a data source in Power BI and build powerful reports of the state of your business.

Note

You must have a valid account with Financials and with Power BI. Also, you must download Power BI Desktop.

To add Financials as a data source in Power BI Desktop

  1. In Power BI Desktop, in the left navigation pane, choose Get Data.
  2. In the Get Data window, choose Online Services, choose Dynamics 365 for Financials, and then choose the Connect button.

    Power BI displays a wizard that will guide you though the connection process. The first step will be to enter an OData URL and the company name that is associated with your Financials account.

    For the OData URL, you can copy the OData V4 URL of any of the web services that are listed in the Web Services page in Financials, such as https://mycompany.financials.dynamics.com:7048/MS/ODataV4/.

    For the Company Name, use the name that is shown in the Name field in the Company Information window in Financials. If your Financials contains multiple companies, choose the relevant company name from the list in the Companies window. In both cases, make sure that the name that you specify in the Power BI wizard matches exactly the text shown in Financials, such as My Company.

  3. Once you have entered the information, choose the OK button. The next step in the wizard will be to enter your username and password.

    Note

    If there are other authentication options available in the left hand navigation, choose Basic.

  4. Enter your username and password. You can find this information in the Users window in Financials. Use the Web Access Key as your password.

    For example, your username is ADMIN, and the web service access key that serves as your password is EgzeUFQ9Uv0o5O0lUMyqCzo1ueUW9yRF3SsLU=.

  5. Choose the Connection button to continue. The Power BI wizard shows a list of Financials data sources. These data source represent all the web services that you have published from your Financials.

    Alternatively, create a new web service URL in Financials by using the Create Data Set action in the Web Services page, using the Set Up Reporting Assisted Setup guide, or by choosing the Edit in Excel action in any lists.

  6. Specify the data you want to add to your data model, and then choose the Load button.
  7. Repeat the previous steps to add additional Financials data to your Power BI data model.

    Note

    Once you have successfully connected to Financials, you will not be prompted again for the OData URL, username, or password.

Once the data is loaded it will appear in the right navigation on the page. At this point, you have successfully connected to your Dynamics 365 data and are ready to begin building your Power BI report. For more information, see the Power BI documentation.

See Also

Welcome to Dynamics 365 for Financials
Importing Business Data from Other Finance Systems
Setting Up Financials
Finance