Power BI Reports Using Dynamics 365 Data

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Summary :

I have configured Power BI in Dynamics 365.

I can access ready made Power BI reports (Shipped by Microsoft through LCS).

NOW I want to create New Power BI reports using D 365 Data (AXDB)

Now i have two ways to do so -

First is to get data in Power BI using ODATA

Second is to get data using BYOD.

I want to create Power BI reports using IMPORT method so that i can schedule refresh of Power BI reports.

When i get data using ODATA i can see that i can create report using Import method. Now i want to know that how will i be able to schedule this reports data?

Do i need to configure data gateway, if yes then where (which server) in case of test and Live scenario.

Also what technique is better to get data in power Bi, Odata or BYOD. What is the cons and pros of both.

Pls help. Thanks in advance.

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WillWU 22,361 on at

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Hi Ankit,

It seems you have used the embedded Power BI report ,you don't need a BYOD.

You can use OData to create Power BI reports in Power BI desktop.

And please have a look at the following blog about them:

https://terrychoo.com/the-real-differences-between-dynamics-365-operations-embedded-power-bi-and-byod-power-bi/

Hope this helps.

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zhifeng on at

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If you are using OData, you don't need configure gateway, it directly get real time data. If you have large-volume data, OData is not a good choice, BYOD is much better.

Choose a data integration strategy: docs.microsoft.com/.../odata

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Community Member on at

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Hi Will,

Thanks for your response but as i want to create a Power BI report to publish in Power BI Service not embedded report, what is better option. i think it's BYOD as there is more flexibility.

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Community Member on at

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Hi Kevin,

Thanks for your quick response but i want to know more detailed comparison in both strategies as OData is very easy and simple method and BYOD is more flexible.

Also, In BYOD, Do i need Azure SQL license to use the same?

If you can provide a summarized example it would be really helpful.

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zhifeng on at

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You need your owner Microsoft Azure SQL database to setup BYOD. Please read more from:https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/export-entities-to-your-own-database

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WillWU 22,361 on at

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Hi Ankit,

It depends on your requirements, if you only need the D365 database as the data source and you need more flexible data operation, BYOD will be the good choice.

And DirectQuery use BYOD is now the preferred method for sourcing data for analytical solutions.

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WillWU 22,361 on at

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Hi Ankit,

Have a look at this DOC:

You can create Microsoft Power BI reports by using Open Data Protocol (OData) endpoints that are exposed via data entities. Despite the limitations of this approach, the Entity Store still supports it for legacy solutions. However, DirectQuery is now the preferred method for sourcing data for analytical solutions.

docs.microsoft.com/.../author-distribute-power-bi-reports

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Community Member on at

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I have one more question,

When using Odata, i am getting a list of data entities instead Direct Tables from AxDB.

Can i directly fetch data from tables or do i need to create a data entity for a table to get data?

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WillWU 22,361 on at

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Hi Avasthi,

Very sorry to have kept you waiting.

With odata connection, you can never see all your tables, views, only the entities which are made available.

And you would need to create new data entities in D365FO.

Hope this helps.

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Community Member on at

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Thanks Will,

you are right.

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