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Finance | Project Operations, Human Resources, ...
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Embedded Power BI in D365 Finance and Operations

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Are we able to modify the underlying data entities that are used in Embedded Power BI reports.
Objective is to add to additional fields to make use in the Embedded power BI reports.
 
Not sure if the updates (new fields and their values) to data entities will flow through to the cubes that are used in embedded Power BI reports.
Suggestions and advice are appreciated.
Thanks in advance
  • Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Embedded Power BI in D365 Finance and Operations
    Hi,
    Data entities can be extended by adding fields, and after making changes, refresh the data entities (Data management workspace > Framework parameters > Entity settings > Refresh entity list in D365FO), if the PowerBI report is connected to a dataset based on the modified data entities, then The dataset needs to be refreshed to extract updated data.
    Best Regards,
    Hana
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 6,556 Super User 2024 Season 2 on at
    Embedded Power BI in D365 Finance and Operations
    Hi @RaviN,
     
    Do you want to add more fields to the data entities? Yes, you can do it. It's need development to add the fields on the data entities then you can refresh entities in your power BI reports. Are you working on D365 FO or AX 2012?
     
    You can follow this link, it is helpful for your case:
     
     
    Thanks,
    Waed Ayyad
    Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future
     

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