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Financial insights / Financial analysis for Microsoft Dynamics 365 Finance and Operations and needed configuration on entity store to light data

Rahul Mohta Profile Picture Rahul Mohta 21,032

Financial insights / Financial analysis for Microsoft Dynamics 365 Finance and Operations and needed configuration to light on

Below are out of box Analytical workspaces in D365FO:
 
Actual vs budget Power BI content
Benefits Power BI content
Cash overview Power BI content
CFO overview Power BI content
Compensation Power BI content
Cost accounting analysis Power BI content
Cost management Power BI content
Credit and collections management Power BI content
Employee development Power BI content
Financial Insights
Financial performance PowerBI.com solution
Fixed asset management workspace
Learning Power BI content
Practice manager Power BI content
Production performance Power BI content
Purchase spend analysis Power BI content
Recruiting Power BI content
Sales and profitability performance Power BI content
Vendor payments workspace
Warehouse performance Power BI content
Workforce metrics Power BI content

One must update the following entities to see data in the Financial Insights and CFO overview workspaces:


Financial reporting transaction data version 2 (Note: This is new with version 10.0.1 and replaces the previous entity.)
Financial reporting transaction data
CustCollectionsBIMeasurements
LedgerCovLiquidityMeasurement
Purchase cube
Sales cube

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/financial-insights

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