Select analytical workspaces from PowerBI.com

Analytical workspaces

The analytical workspaces that are bundled with the application suite offer users relevant insights into their business data. However, in some cases, it might make sense to replace standard reports with custom reports that are designed specifically for the users in your organization.

The world-class tooling that PowerBI.com provides lets you produce analytical reports that contain mashup views that use data from external sources. In Microsoft Dynamics 365 for Finance and Operations platform update 26 (May 2019), power users can replace the standard embedded reports with those that are hosted on PowerBI.com.

Important

The functionality that this topic describes isn't a personalization. The customization of analytical workspaces applies to all users in the active legal entity.

Motivations for embedding PowerBI.com reports

Although standard reports deliver insights that are tailored for a given business persona, an organization might prefer a custom report in some cases. Finance and Operations lets power users promote custom reports that are hosted on PowerBI.com and shared with members of the organization.

Here are some of the top motivations for selecting reports that are hosted on PowerBI.com:

  • PowerBI.com reports support data mashups that use external data sources and can be accessed outside Finance and Operations.
  • The reports are appropriate for demonstrating custom solutions that are hosted on PowerBI.com and embedded in the application in one-box deployments.
  • Organizations that have Microsoft Power BI Premium services want to augment the standard reports.

Embed a PowerBI.com report in an analytical workspace

The How to embed PowerBI.com reports in Dynamics 365 for Finance and Operations video (shown above) is included in the Finance and Operations playlist available on YouTube.

To replace the standard reports, you must be a member of the System Report Editors security group. Members of this security group can access the options in application workspaces that let them customize the standard reports. This example shows how to replace the standard analytical report with a customized report that is hosted on PowerBI.com.

  1. Sign in to Finance and Operations, and open the application report that you want to customize. In this example, you will replace the standard analytical report that is embedded in the Compensation management workspace.

    Compensation management workspace

  2. Select the Analytics tab to access the workspace's embedded analytical report.

    Analytics tab in the Compensation management analytical workspace

    By default, you will see the standard analytical workspace solution that is included with your Finance and Operations application. The reports in this solution are automatically deployed and configured for your environment during the provisioning process.

    Note

    The analytical workspaces require a hosted Power BI service that is available only for dedicated environments. For more information, see the blog post, Accessing Analytical Workspaces and Reports on 1-Box Environments.

  3. On the Action Pane, on the Options tab, in the Power BI group, select Select Analytics to open the Power BI Reports dialog box.

    Power BI Reports dialog box

    This dialog box lets you select among the reports that have been shared on the PowerBI.com service. The reports are organized by workspace.

  4. In the drop-down list, select the workspace that contains the report.

  5. Select the report to embed in the application workspace, and then select OK.

  6. To view the updates to the workspace, you must reload the page. Either move away from the workspace and then return, or refresh your browser.

  7. In the Compensation management workspace, select the Analytics tab to access the PowerBI.com report that is now embedded in the analytical workspace.

    Custom analytical workspace

Revert to the standard solution

After a PowerBI.com report has been embedded in an application workspace, updates to the report are reflected immediately for Finance and Operations users. However, to replace the report with another PowerBI.com solution, a power user must first revert to the standard application solution. Follow these steps to revert to the standard application solution.

  1. On the Action Pane, on the Options tab, in the Power BI group, select Restore Analytics.

    Restore Analytics button

  2. To view the updates to the workspace, you must reload the page. Either move away from the workspace and then return, or refresh your browser.

  3. In the Compensation management workspace, select the Analytics tab to access the standard solution that is now embedded in the analytical workspace.