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Dynamics 365 Community / Blogs / Rahul Mohta blog for Microsoft Dynamics 365 Fin... / Projects dashboard/analytic...

Projects dashboard/analytics in Microsoft Dynamics 365 Finance and Operations

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Rahul Mohta Profile Picture Rahul Mohta 21,042

Projects dashboard/analytics in Microsoft Dynamics 365 Finance and Operations

Using out of box PowerBI visuals as embedded within D365FO

Use workspace - project management and go to analytics tab

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Ensure entity store for the relevant aggregated entities are pushing information

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Cost insights

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Revenue insights

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Hours insights

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Some other useful project statements to leverage

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Comments

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  • Tochukwu Profile Picture Tochukwu Microsoft Employee
    Posted at
    Hello Rahul, Trust you doing well. I have an aged balance chart/graph having different balance from standard view were customer and aging period balance are specified. e.g when i hover my cursor on aging period 90 on the chart it shows a balance of example 30000 while on populated standard view i see something less 24000 same as for aging period 60 on chat 15000 and standard view 8000. what do you think is the issue
  • PMD365 Profile Picture PMD365 5
    Posted at
    Hi, Can we put here (analytics) some custom reports? I mean when I will prepare report by myself can I embeed it here?
  • PMD365 Profile Picture PMD365 5
    Posted at
    Hi, Can we put here (analytics) some custom reports? I mean when I will prepare report by myself can I embeed it here?