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Dynamics 365 Community / Forums / Finance forum / PowerBI.com and entity...
Finance forum

PowerBI.com and entity store

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I was searching about data sources options in Dynamics 365 in order to create reports in PowerBI and publishing them later in Dynamics 365 workspaces. I found the following paper on LinkedIn: https://www.slideshare.net/GinaPabalan/d365-finance-operations-data-analytics

On page 9, there's a table illustrating options of data sourcing and report authoring in D365 FO.

I can't understand why publishing reports through PowerBI.com and the use of Entity Store can't be combined. 

Can you please point it out for me ressources that further explain this fact or correct me if it's wrong ? 

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    BrandonSA Profile Picture
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    Hi Naza

    Not sure if this answers your question... What I say here is also open to correction - anyone is welcome to correct me.

    When you want to use embedded PowerB in D365 workspaces, the report runs directly in d365 for operations. When it runs directly in D365 for operations, it interacts directly with the database called AxDW (via directQuery), which is the data warehouse. To create tables and views in the data warehouse, you need to deploy entities in the entity store. This means that whenever someone does something on the embedded power BI report, like drill down or filter or something like that, the embedded report sends a query directly to the DB and brings it back, which means that the data on the embedded report is always real time (It's as old as the data in AxDW. To refresh the data in AxDW, the entity stores need to be refreshed).

    When running a report deployed to PowerBI.com, the report stores data in it's own database independent of D365O. When someone interacts with a report likes this, it is always interacting with data on it's own database, or it's own data warehouse based on D365O's entities. When someone changes data in D365O, the report won't see the change until it's data is refreshed. The only way to refresh the data on a report like this is via OData.

    Therefore, reports deployed to PowerBI.com don't touch AxDW. They're constructed form the entity store and then run off their own Datawarehouse.

    Embedded reports use AxDW which is constructed form the entity store and refreshed from the entity store.

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    Hi Rahul,

    Thank you for your reply

    As I know and correct if I am wrong:

        * In the case of using PowerBI embedded option, after configuring PowerBI in D365 and connect to LCS, we deploy powerBI files previously get from LCS ( System Administration -> Deploy Power BI files.

        * In the case of using PowerBI.com option, after configuring Power BI in D365, we select "Get Started" option shown in an operational workspace to connect to the PowerBI account and pin dashboards and tiles.

    But in your article, they're inversed. Excuse me if my information is wrong.

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    Hi BrandonSA,

    Thank you for your reply, it's well structered and clear.

    I can see what do you mean. Since production entity store can be accessed only  by a D365 FO application, the only way to connect a PowerBI report to AxDW of prod environment is to use embedded PowerBI option.

    I have a question if you don't mind. Saying the report store data in its own database means that data will be cached in powerBI.com when using OData to access aggreagte data entities stored in AxDB or means that AxDW is synchronized with a BYOD ? 

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    BrandonSA Profile Picture
    1,673 on at

    Hi Naza

    Not sure I know what you mean. I'll try to answer it like this :)  Again, anyone is welcome to correct this if it's wrong.

    When you're using a report deployed to PowerBI.com, you can update it with an OData feed, using the URL of your production environment.

    Have a look at this doc: docs.microsoft.com/.../reports-proc-create-with-odata

    When using an embedded powerBI report, you don't need a BYOD. The report reads directly out of AxDW. AxDW has it's data refreshed whenever the entity  in the D365O entity store is refreshed. Usually, people set up batch jobs to refresh AxDW. I think the latest update in D365O automates this refreshing as well.

    So PowerBI.com reports don't use AxDW, and they don't need BYOD, just an OData feed.

    Embedded reports only need AxDW, refreshed whenever the entity store is refreshed.

    Hope this helps!

  • Community Member Profile Picture
    on at

    Hi BrandonSA

    Thank you, this is so helpful

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