Creating a Sales Report in Power BI with Dynamics GP Data
Hello All,
Continuing with our Power BI blog series, today we will create a Sales report using Dynamics GP data published via the OData service!
The following video provides a step-by-step walkthrough for creating the report in the Power BI Desktop application:
As noted, this assumes that you have already installed and configured the OData service to publish the Dynamics GP data feeds. If not, please refer to the following article:
https://community.dynamics.com/gp/b/dynamicsgp/archive/2017/09/26/using-power-bi-desktop-with-dynamics-gp-odata-feeds
Here is the article mentioned regarding drill-through not being supported when using Calculated Measures:
https://docs.microsoft.com/en-us/power-bi/desktop-see-data-see-records
Here is the article mentioned regarding the workaround for the known issue with the "Show Items with no data" option not working when using a Slicer:
If you would like to download a template of the Sales report and immediately begin using it in Power BI, it is available here:
[View:/cfs-file/__key/communityserver-blogs-components-weblogfiles/00-00-00-05-36/Dynamics-GP-Sales-Report.zip]
If you haven't already done so, I would also recommend trying the GP 2018 Power BI Content Pack available via the following article:
https://community.dynamics.com/gp/b/dynamicsgp/archive/2018/02/15/dynamics-gp-power-bi-content-pack
When you are ready to display your Power BI reports on the Dynamics GP Home Page, you can refer to the steps in the following article:
See the following article for more tips and tricks with Power BI report design for Dynamics GP:
https://community.dynamics.com/gp/b/dynamicsgp/archive/2018/04/10/getting-started-and-moving-forward-with-power-bi-for-dynamics-gp
Feel free to leave any questions or comments below. Thanks for watching!
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