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Finance | Project Operations, Human Resources, ...
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PowerBI.com Entity Store and D365FO Access

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Posted on by 150

Hi,

It's my understanding that reports published in PowerBI.com cannot connect directly to the Entity Store (AxDW) and they can only connect to Data Entities exposed in the transaction database via OData. Is that correct? Are there any other ways to connect to D365FO data?

Thank you

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  • Blue Wang Profile Picture
    on at

    Hi Silentsquirrel,

    Use OData connectivity can create Power BI reports directly from the Dynamics 365 for Finance and Operations entity store.

    Please refer this thread:

    community.dynamics.com/.../powerbi-com-and-entity-store

    and blog:us.hitachi-solutions.com/.../

  • Verified answer
    Ties Philippi Profile Picture
    960 on at

    Hi Silentsquirrel,

    For reporting with PowerBI there are 4 different options available:

    1. Directly via OData using the data entities marked as public

    Although this option is the easiest, it is also the most limited. It is not recommended to use this option for big data sets (transactional data in general) and only for aggregate functions, OData is not meant as a tool for transfering big amounts of data.

    2. Bring your Own Database (= external database, in general an Azure SQL Database)

    This uses your own Azure SQL database to which you can export data, the data in this database is yours to control and use. So, whether you export it to a database or a data warehouse or whatever you want to call it, it does not matter as long as you can export to it. After exporting you can off course use this data with PowerBI, or do some ETL processes first in the DB. This method uses the data management framework and allows you to export data entities via planned jobs. 

    More information --> https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/export-entities-to-your-own-database

    3. Create embedded reports based on the entity store 

    This can be best described as the "internal" entity store reporting. The result here would be embedded reports you can use in workspaces. 

    More information --> https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/power-bi-integration-entity-store

    4. Create BI reports based on the entity store in the data lake

    A new feature is to push the entity store to an Azure Data Lake, in this data lake you can report on whatever method you want. 

    https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/entity-store-data-lake

    Hope this helps.

    Best regards,

    Ties Philippi

  • silentsquirrel Profile Picture
    150 on at

    Hi Ties,

    Your answer brings a lot of clarity to this topic. Are you referring to OData's feature - aggregate functions in your first section?

    Thank you!

  • Verified answer
    Ties Philippi Profile Picture
    960 on at

    Hi Silentsquirrel,

    I was referencing the Odata connection you can make in PowerBI to your Dynamics 365 F&O environment by adding /data behind your environment URL. This basically retrieves all available data entities.

    In theory you can connect via this method, however this method is only really usable for small calls as it is a live call on the system so performance really could be negatively impacted by this. In general I would suggest that if you have any of the other methods available in your environment to use those and not use method 1 at all.

    You could use this indeed for aggregate functions, depending on the aggregate and the complexity. However, you should still consider performance when using this as my experiences with using this on OData are not very good :).

    Best regards,

    Ties

  • silentsquirrel Profile Picture
    150 on at

    Great, thank you for the information! This is very helpful.

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