Introduction - Business Central and Power BI
With Business central and Power Bi, we can Gain valuable insights into your Business Central data effortlessly with Power BI, Microsoft’s powerful data visualization tool. Power BI connects seamlessly to Business Central, allowing you to create customized dashboards and reports from the data available in business central. This flexible solution goes beyond standard Business Central reports, offering drill-down capabilities, customizable visualizations, and the ability to combine data from multiple companies.
Certain Power BI reports can even be embedded directly into Business Central, providing quick access without leaving the platform. For more advanced dashboards and analytics, the Power BI website delivers an enhanced experience.
What we can do with Business central and Power Bi?
Explore the diverse features for integrating Business Central with Power BI. While some tasks are performed directly within Power BI, others are managed through Business Central. Additionally, certain features are exclusive to the online version of Business Central and are not available in the on-premises setup. The points below provides a comprehensive overview of these capabilities.
1. View Business Central Data in Power BI
You can access Business Central data directly in Power BI reports. Business Central Online includes predefined Power BI reports, and organizations can also create custom reports.
2. View Power BI Reports in the Business Central Client
Embed Power BI reports within Business Central pages to display relevant data. You can switch reports in a page part to view any report available to you.
3. Create reports and dashboards in Power BI
Leverage Power BI Desktop to design custom reports and dashboards for Business Central data. Publish them to your Power BI Service or share them within your organization.
4. Business Central Apps in Power BI
Business Central offers three pre-configured apps on Microsoft AppSource to create detailed reports and dashboards in Power BI:
- Dynamics 365 Business Central – CRM
- Dynamics 365 Business Central – Finance
- Dynamics 365 Business Central – Sales
Getting Started with Power BI for Business Central
Before you can fully utilize Power BI with Business Central, a few setup tasks are necessary. These tasks vary depending on your role and your intended use of Power BI:
1. Business Users
- Goal: View Power BI reports, either in the Power BI Service or directly within Business Central.
- Key Actions: Ensure you have access to the relevant reports and permissions set up by your administrator.
2. Administrators
- Goal: Manage organization-wide settings for integrating Business Central with Power BI.
- Key Actions: Configure connections, enable data sharing, and manage user permissions to ensure seamless integration.
3. Report Creators
- Goal: Build custom Power BI reports and share them with other users in the organization.
- Key Actions: Use Power BI Desktop to design reports, connect to Business Central data, and publish reports to the Power BI Service for distribution.
By understanding your role and responsibilities, you can ensure a smooth setup and effective use of Power BI with Business Central.
Get a Power BI account here – Go to https://powerbi.microsoft.com/ .signup for an account, use your work email address and password.
