使用 Power BI 連接到 Project "Madeira"Connect to Project "Madeira" with Power BI

Power BI 和專案「Madeira」內容套件讓您輕鬆深入探索專案「Madeira」的資料。Getting insights into your Project “Madeira” data is easy with Power BI and the Project “Madeira” content pack. Power BI 會擷取您的資料 (銷售和財務資料),然後根據該資料建置現成的儀表板和報表。Power BI retrieves your data, both Sales and Financial data then builds an out-of-box dashboard and reports based on that data. 連接到 Power BI 的專案「Madeira」內容套件,或深入了解 Power BI 與專案「Madeira」的整合。Connect to the Project "Madeira" for Power BI or read more about the Project "Madeira" integration with Power BI.


這個內容套件需要有資料擷取來源資料表的權限,本例中為銷售和財務資料。This content pack requires permissions to the tables where data is retrieved from, in this case sales and finance data. 下方有需求的詳細資料。More details on requirements below.

連接至 Power BI 的專案 "Madeira" Analytics 內容套件Connect to the Project "Madeira" Analytics 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 [專案「Madeira」],然後選取 [取得]。Select Project "Madeira", then select Get.
  4. 出現提示時,輸入您的專案「Madeira」 URL。When prompted, enter your Project “Madeira” URL. URL 必須完全遵循下列模式:https://mycronusus.projectmadeira.com:7048/NAV/OData/Company('CRONUS%20US'),並且具有您的專案「Madeira」公司名稱。The URL needs to follow the following pattern exactly https://mycronusus.projectmadeira.com:7048/NAV/OData/Company('CRONUS%20US') with your Project “Madeira” company name. 請注意結尾沒有尾端斜線,且連線必須為 https。Note that there is no trailing slash at the end, and the connection is must be https. 請參閱以下關於尋找此 URL 的詳細資訊。See details on finding this URL below.

  5. 出現提示時,請將驗證方法選取為 [基本],輸入您的專案「Madeira」電子郵件地址作為使用者名稱,然後輸入專案「Madeira」帳戶的 Web 服務存取金鑰作為密碼。When prompted, select Basic as the Authentication Method, enter your Project “Madeira” email address as the username, and then enter the web service access key for your Project “Madeira” account as the password. 如果您已經在瀏覽器中登入專案「Madeira」,可能就不會出現輸入認證的提示。If you are already signed in to Project “Madeira” in your browser, you may not be prompted for credentials. 請參閱以下關於產生此存取金鑰的詳細資料。See details on generating this access key below.


    您必須是專案「Madeira」中的超級使用者。You must be a superuser in Project “Madeira”.

  6. 連接後,會自動載入儀表板、報表和資料集。Once connected, a dashboard, report and dataset will automatically be loaded. 完成時,磚會更新為您帳戶中的資料。When completed, the tiles will update with data from your account.

接下來呢?What now?

系統需求System requirements

若要將專案「Madeira」資料匯入 Power BI,您需要有銷售和財務資料的資料表權限,而該類資料表為資料擷取所在。To import your Project “Madeira” data into Power BI, you need to have permissions to the sales and finance data tables where data is retrieved from. 內容套件所需的所有資料表 (區分大小寫) 包括:All the tables (case sensitive) required for the content pack include:

- ItemSalesAndProfit  
- ItemSalesByCustomer  
- powerbifinance  
- SalesDashboard  
- SalesOpportunities  
- SalesOrdersBySalesPerson  
- TopCustomerOverview  

尋找參數Finding Parameters

取得正確的 URL 取得這個 URL 的簡單方法是在專案「Madeira」中,移至 Web 服務,尋找 powerbifinance Web 服務並複製 Odata URL (以滑鼠右鍵按一下,並複製捷徑),但省略 URL 字串中的Getting the right URL An easy way to obtain this URL is in Project “Madeira” to go to Web Services, find the powerbifinance web service and copy the Odata URL (use right-click and Copy Shortcut), but leaving out the “/powerbifinance…” “/powerbifinance…” 部分。part from the URL string.

Web 服務存取金鑰 若要使用專案「Madeira」中的資料,您需要為使用者帳戶建立 Web 服務存取金鑰。Web Service Access Keys In order to use data from Project "Madeira", you will need to create a web service access key for your user account. 在專案「Madeira」中,搜尋 [使用者] 頁面,然後開啟使用者帳戶的卡片。In Project “Madeira”, search for the Users page, and then open the card for your user account. 這裡可以產生新的 Web 服務存取金鑰,並將金鑰複製到 Power BI 連接頁面中的 [密碼] 欄位。Here you can generate a new web services access key and copy it to the Password field in the Power BI connection page.

當您開始使用 Web 服務存取金鑰,您就必須繼續使用,所以請針對快顯訊息選擇 [確定] 。When you start using Web Service Access Keys you will have to use in going forward, so select OK to the message that pops up. 建立金鑰時,您可以選擇金鑰是否會在特定日期過期。When Creating the key you can select if it expires at a specific date or not.

選擇 [確定] 後即會建立金鑰,您就可以將該金鑰複製到 Power BI 連接頁面中的 [密碼] 欄位。When you choose OK, a key is created, so you can copy it copy it to the Password field in the Power BI connection page.


Power BI 儀表板仰賴上列已發佈的 Web 服務,當您從目前的財務解決方案匯入資料時,該儀表板會顯示示範公司或您公司的資料。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. 不過,如果發生錯誤,本節提供常見問題的因應措施。However, if something goes wrong, this section provides a workaround for the most typical issues.

「參數驗證失敗。請確定所有參數都有效。」"Parameter validation failed, please make sure all parameters are valid"

如果您在輸入專案「Madeira」URL 之後看到此錯誤,請確定 URL 滿足以下需求:If you see this error after you enter your Project “Madeira” URL, make sure the following requirements are satisfied:

  • URL 會完全遵循此模式 https://mycronusus.projectmadeira.com:7048/NAV/OData/Company ('CRONUS%20US')The URL follows exactly this pattern https://mycronusus.projectmadeira.com:7048/NAV/OData/Company('CRONUS%20US')
  • 刪除括弧中公司名稱後的所有文字Delete any text after the company name in parenthesis
  • 請確定在 URL 結尾沒有尾端斜線。Make sure there are no trailing forward slash at the end of the URL.
  • 請確定 URL 使用的是安全連線,安全的 URL 會以 https 開頭。Make sure the URL is uses a secure connection as indicated by the URL starting with https.

「登入失敗」 如果使用專案「Madeira」認證登入儀表板時收到「登入失敗」錯誤,可能是下列其中一個問題所導致:"Login failed" If you get a "login failed" error when you log in to the dashboard, using your Project “Madeira” credentials, then this can be caused by one of the following issues:

  • 您使用的帳戶沒有從帳戶讀取專案「Madeira」資料的權限。The account you are using does not have permissions to read the Project “Madeira” data from your account. 請確認您專案「Madeira」的使用者帳戶,並確定密碼已經使用正確的 Web 服務存取金鑰,然後再試一次。Verify your user account in Project "Madeira", and make sure that you have used the right web service access key as the password, and then try again.
  • 您嘗試連線的專案「Madeira」執行個體不具備有效的 SSL 憑證。The Project "Madeira" instance that you are trying to connect to does not have a valid SSL certificate. 在此情況下,您會看到更詳細的錯誤訊息 (「無法建立信任的 SSL 關係 」)。In this case you'll see a more detailed error message ("unable to establish trusted SSL relationship"). 請注意,自我簽署的憑證不受支援。Note that self-signed certs are not supported.

「糟糕」 如果通過 [驗證] 對話方塊之後看到「糟糕」錯誤對話方塊,通常是由於連接到內容套件資料時遇到了問題。"Oops" If you see an "Oops" error dialog after you pass the authentication dialog, this is most frequently caused by a problem connecting to the data for the content pack. 請確認 URL 遵循以上指定的模式︰Verify that the URL follows the pattern that was specified earlier:

常見的錯誤是指定特定 Web 服務的完整 URL:A common mistake is to specify the full URL for a specific web service:

或者,您可能忘記指定公司名稱︰Or you might have forgotten to specify the company name:

後續步驟Next steps

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