web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Ledger budgets and forecasts embedded report not open in D365 F&O

(0) ShareShare
ReportReport
Posted on by 50

Hello All,

I tried to open Ledger budgets and Forecasts workspace in d365 f&o and in Analytics tab I can not see any data.

If anyone have any idea for this issue kindly share

I have the same question (0)
  • Suggested answer
    Gaurangkumar Jani Profile Picture
    4,534 User Group Leader on at

    Hi Dipen,

    You have to enable the PowerBI in the environment. Please read following document :

    docs.microsoft.com/.../accessing-analytical-workspaces-on-1box-environment

    Thanks,

  • Dipen Sorathiya 555 Profile Picture
    50 on at

    Hi Gaurang,

    Thanks for response.

    Power bi configuration and all needed things are done I can't see data only in this Ledger budgets and Forecasts workspace embedded report .

    also entity store refreshed successfully for this report but then also data not coming.

    see below screenshot for reference.

    pastedimage1633064006157v1.png

  • Suggested answer
    Gaurangkumar Jani Profile Picture
    4,534 User Group Leader on at

    Hi Dipen,

    Go to System administration > Set up > Entity store and refresh the entity store. It will enable the batch to update the data into the PowerBI entity. After that, you will be able to see the data.

    docs.microsoft.com/.../automated-entity-store-refresh

    Thanks,

  • Dipen Sorathiya 555 Profile Picture
    50 on at

    Hello Gaurang,

    I already refreshed entity store but not able to see data and also all the basic thing i completed but data not coming in report.

  • Suggested answer
    Gaurangkumar Jani Profile Picture
    4,534 User Group Leader on at

    Hi Dipen,

    Can you share a screenshot of the batch job histry?

    Batch job name: Full Reset

    Thanks,

  • Dipen Sorathiya 555 Profile Picture
    50 on at

    Hello Gaurang,

    In the event log is successfully of related measure in entity store after refresh.

    here I attached screenshot of entity store and batch job.

    pastedimage1633065732032v1.png

    pastedimage1633065737885v2.png

  • Suggested answer
    Gaurangkumar Jani Profile Picture
    4,534 User Group Leader on at

    Hi Dipen,

    Did you check the Other BI Report? Is that working fine?

    Did you configure "My workspace" for the ledger budget?

    pastedimage1633067132685v1.png

    Let us know if this helps.

    Thanks,

  • Dipen Sorathiya 555 Profile Picture
    50 on at

    Hello Gaurang,

    Yes I already configure workspace please see below screenshot for reference.

    pastedimage1633067385919v1.png

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Dipen,

    Is this a live environment or a tier 1 training/dev box?

    Do you have published budget data for your budget model FY21-22?

    Best regards,

    Ludwig

  • Ashik1234 Profile Picture
    55 on at

    You found a solution for this.

    Any setup missing?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 664 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 522 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 303 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans