Pointing Power BI Report to a Different Company

(0) Share

Report

Posted on by john.ellis

3,484

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

All responses (5)

Answers (1)

Verified answer

john.ellis 3,484 on at

Like (0)

Report

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.
john.ellis 3,484 on at

Like (0)

Report

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
Suggested answer

YUN ZHU 78,900 Super User 2025 Season 1 on at

Like (0)

Report

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.

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

Hope this will help.

Thanks.

ZHU
Suggested answer

MahGah 15,435 on at

Like (0)

Report

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.
S.Kawamura 1,520 on at

Like (1)

Report

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