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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Business Central forum

Account Schedule Publishing

(0) ShareShare
ReportReport
Posted on by

Hi,

I am trying to build a management report book consisting of a Balance Sheet, Income Statement, Cash Flow Statement, and a few charts.  I have the account schedules set up and see that there is an Account Schedule KPI Web Service that I can set up.  I added lines for the Balance Sheet and Income Statement.  I am having these problems with it:

-While I can get the powerbifinance web service to work in both Power BI online and in Excel as an OData data source, I only get the information for the first month of any year I set up in the web source.  For example, I only see the January data for this year.  I've verified in the raw feed that the data only contains January  data.  Is there a way to get more complete information in the feed?

-I might be able to build what I need in Power BI Desktop, but I can't get anything to work there.  All I get is the error:  "The feed's metadata document appears to be invalid."  I have verified that I am pasting the same feed and credential info as I do in Power BI online.  Any idea how I can get Power BI Desktop to work?

Thanks,

Chris

  • BrianNielsen Profile Picture
    335 on at

    Hi Chris,

    Can you share how you've defined one of those account schedules? And which parameter do you set in the KPI webservice setup? [or you just add to the Account Schedules list for powerbifinance?

    I assume when you preview the view the Account Schedule that it looks fine?

    [Please notice that the KPI webservice has a fixed column layout thay may not fit your acc.sched. setup]

    Best regards,

    Brian

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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Business Central

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans