使用 Power BI 連接到 Microsoft Dynamics AX 內容套件Connect to Microsoft Dynamics AX content pack with Power BI

Microsoft Dynamics AX 有三種針對不同商務使用者的 Power BI 內容套件。Microsoft Dynamics AX has three Power BI content packs targeted at different business users. 專為 CFO 所設計的財務績效內容套件,可存取組織財務績效的深入資訊。The Financial Performance content pack, designed specifically for CFOs, provides access to insights about your organization’s financial performance. 零售通路績效內容套件針對注重銷售績效的通路管理員,直接繪製零售與商務資料,以預測趨勢和探索深入資訊。The Retail Channel Performance content pack is targeted for channel managers focuses on sales performance to predict trends and uncover insights by drawing directly from Retail & Commerce data. 成本管理是專為 COO 和 CFO 所設計,並提供作業效能的詳細資料。The Cost Management is designed for COOs and CFOs and provides details on operation performance.

連接到 Power BI 的 Microsoft Dynamics AX 零售通路績效財務績效成本管理內容套件。Connect to the Microsoft Dynamics AX Retail Channel Performance, the Financial Performance or the Cost Management content pack for Power BI.

如何連接How to connect

  1. 選取左側瀏覽窗格底部的 [取得資料] 。Select Get Data at the bottom of the left navigation pane.

  2. 在 [服務] 方塊中,選取 [取得] 。In the Services box, select Get.

  3. 選取其中一個 Dynamics AX 內容套件,然後選擇 [取得]。Select one of the Dynamics AX content packs and choose Get.

  4. 指定 Dynamics AX 7 環境的 URL。Specify the URL of your Dynamics AX 7 environment. 請參閱以下關於尋找這些參數的詳細資訊。See details on finding those parameters below.

  5. 針對 [驗證方法] 選取 [oAuth2] > [登入]。For Authentication Method, select oAuth2 > Sign In. 出現提示時,請輸入 Dynamics AX 認證。When prompted, enter your Dynamics AX credentials.

  6. 一經核准,匯入程序會自動開始。After approving, the import process will begin automatically. 完成時,新的儀表板、報表和模型會出現在瀏覽窗格中。When complete, a new dashboard, report and model will appear in the Navigation Pane. 選取儀表板以檢視匯入的資料。Select the dashboard to view your imported data.

接下來呢?What now?

包含的內容What's included

此內容套件使用 Dynamics AX 7 OData 摘要,分別匯入零售通路、財務績效和成本管理的相關資料。The content pack uses the Dynamics AX 7 OData feed to import data related to Retail Channel, Financial, and Cost Management performance respectively.

系統需求System requirements

此內容套件需要 Dynamics AX 7 環境 URL,而且使用者應該要能夠存取 OData 摘要。This content pack requires a Dynamics AX 7 environment URL and the user should have access to the OData feed.

尋找參數Finding parameters

當使用者登入時,Dynamics AX 7 環境 URL 位於瀏覽器內。The Dynamics AX 7 environment URL can be found in the browser when the user signs in. 只要將根 Dynamics AX 環境的 URL 複製到 Power BI 對話方塊即可。Just copy the URL of the root Dynamics AX environment into the Power BI dialog.

疑難排解Troubleshooting

視執行個體的大小而定,資料可能需要一些時間來載入。The data may take some time to load depending on the size of your instance. 如果您看見 Power BI 中有空白報表,請確認您可存取報表所需的 OData 資料表。If you're seeing empty reports within Power BI, please confirm you have access to the OData tables required for the reports.

後續步驟Next steps

開始使用 Power BIGet started in Power BI

取得 Power BI 中的資料Get data in Power BI