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G/L journal entries - Power BI

Posted on by 35

In my default general journal, I make use of the "Reason Code" field.

If I review the general ledger entries for an account, I can see the Reason Code there too (through personalization). 

I want to use this field in Power BI, but the fields available for the table General Ledger Entries, do not include this field. I tried to use the table 'Journal Lines', but power BI won't load the table. 

Any suggestions?

  • Hilda Steyn Profile Picture
    Hilda Steyn 35 on at
    RE: G/L journal entries - Power BI

    Thank you. I found this before I got your answer. I just hope they don't delete that table any time soon.

  • Suggested answer
    Steven Renders Profile Picture
    Steven Renders 5,043 Moderator on at
    RE: G/L journal entries - Power BI

    I'm sorry to say, but, web services can also not be extended, and are not recommended over APIs.

    APIs are, in theory, faster. Both APIs and web services CAN NOT be extended, so if you are missing fields you will need to develop new APIs / web services.

    Also, web Services are indicated as legacy, so that means, at some point in the future, they will be obseleted...

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 68,480 Super User 2024 Season 2 on at
    RE: G/L journal entries - Power BI

    Hi, just to add some info.

    Inge's solution is to use Odata in Web Service, which is relatively simple, and this solution is recommended.
    If you are looking for it in APIs, because APIs are not extensible so far, you have to re-customize.

    More details: Can we extend standard APIs? – Download Standard Source Code for APIs
    https://yzhums.com/20960/

    Hope this helps as well.

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,744 Moderator on at
    RE: G/L journal entries - Power BI

    If you navigate to Web service legacy and chose G_L Entries under there you will have a dataset that included reason code.

    pastedimage1684091586627v1.png

  • Hilda Steyn Profile Picture
    Hilda Steyn 35 on at
    RE: G/L journal entries - Power BI

    I will have to google real hard to get instructions for all of that. I am new to Business Central and to Power BI. If you have any articles or blogs you can recommend, please do.

  • Hilda Steyn Profile Picture
    Hilda Steyn 35 on at
    RE: G/L journal entries - Power BI

    I honestly have no idea. I am new to both Business Central and Power BI. I simply added BC as a source of data in PBI.

  • Suggested answer
    tanya07 Profile Picture
    tanya07 1,535 on at
    RE: G/L journal entries - Power BI

    Hi,

    Are you consuming Odata webservices from the system ?

    Regards,

    Tanya Kharbanda

    Don't forget to help the community by verifying the answer if your question has been answered. It will let others know that the topic has a verified answer.

  • Suggested answer
    Steven Renders Profile Picture
    Steven Renders 5,043 Moderator on at
    RE: G/L journal entries - Power BI

    Create an extension (app) and add query apis that expose the data you need in Power BI.

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