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Small and medium business | Business Central, N...
Answered

Pointing Power BI Report to a Different Company

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Posted on by 3,500

Hi:

I have my Power BI report exactly how I like it, in terms of the tables that it pulls from.

How do I point this report to a different Business Central company, so that I can pull different data but from the same set of tables?

Thanks!

John

I have the same question (0)
  • S.Kawamura Profile Picture
    1,530 on at
    RE: Pointing Power BI Report to a Different Company

    Hi, John.

    Are you talking about giving the same Power BI report to different companies in the same tenant in the same Environment?

    The easiest way is to copy the Power BI reports and specify a different company in the data source for each Power BI report.
    If you want to use BC as a data source for Power BI, you need to expose OData's End-Point in BC's Web Service.
    The structure of the Web Service URL is as follows;
    api.businesscentral.dynamics.com/.../[WebServiceName]

    For example, it could look like this:
    api.businesscentral.dynamics.com/.../Power_BI_Vendor_List

    Just replace [CompanyName] with your companies and set them as the data source for each company's Power BI report.

    If you do not want to copy the Power BI report, you can make it as follows.
    1. Make Query for Company-X by just setting Company-X as [CompanyName]
    2. Make Query for Company-Y by just setting Company-X as [CompanyName]
    3.Merge Query for Company-X and Company-Y. You might add a [Company] column for later filtering.
    4.Publish PowerBI reports to a couple of companies. Filter the [Company] column to expose Company-X information to Company-X users and Company-Y information to Company-Y users.


    It would be possible to create a permission table to allow more control - for example, to allow a specific user to see both companies.

    To specify the company name in Power Query, it is convenient to use the parameter function of Power Query.

    I hope this helps.

    S.Kawamura

  • Suggested answer
    MahGah Profile Picture
    15,529 on at
    RE: Pointing Power BI Report to a Different Company

    Someone told me the following method before. But I never tried it. Hence, try it in the test file. 

    In Power Bi Desktop select Transform Data and the Transform Data

    Then in each table right click and select "Advanced Editor. 

    Now you should see the name of environment and company. 

    You can change the name of company and refresh the data. 

    pastedimage1638750702464v1.png

    pastedimage1638750783969v2.png

  • Suggested answer
    YUN ZHU Profile Picture
    93,155 Super User 2025 Season 2 on at
    RE: Pointing Power BI Report to a Different Company

    Hi, I'm sorry that I am not an expert in Power Bi. I think you can get the data of different companies separately first and then create different Pages for companies. It will be more convenient to switch.

    pastedimage1638753536569v1.png

    Or you may need to modify the company of the data source each time (may be implemented with a variable?)

    pastedimage1638753957645v2.png

    pastedimage1638753970613v3.png

    Hope this will help.

    Thanks.

    ZHU

  • john.ellis Profile Picture
    3,500 on at
    RE: Pointing Power BI Report to a Different Company

    Hi:

    I see now that Advanced Editor is, indeed, the tool that is used to point to a different company.

    But, now that I figured that out and modified Advanced Editor, it's saying that the company that I "typed" does not exist.

    Any ideas?

    John

  • Verified answer
    john.ellis Profile Picture
    3,500 on at
    RE: Pointing Power BI Report to a Different Company

    I figured this out on my own.

    The solution is simple, yet, elegant.

    All I had to do was start a new report from scratch, click "Get Data", point to Business Central (Online Services), and review the list of database IDs.

    Once I discovered the ID for the company, I went back to my original report and filled in the database ID as the company name in Advanced Query Editor.  

    Guess what?  No errors.

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