G/L journal entries - Power BI

(0) Share

Report

Posted on by Hilda Steyn

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?

I have the same question (0)

All responses (8)

Answers (0)

Suggested answer

Steven Renders 5,672 Moderator on at

Like (0)

Report

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

Was this reply helpful? Yes No
Suggested answer

tanya07 1,638 on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Hilda Steyn 35 on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Hilda Steyn 35 on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Suggested answer

Inge M. Bruvik 1,111 Moderator on at

Like (1)

Report

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

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 95,729 Super User 2025 Season 2 on at

Like (0)

Report

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

Was this reply helpful? Yes No
Suggested answer

Steven Renders 5,672 Moderator on at

Like (0)

Report

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...

Was this reply helpful? Yes No
Hilda Steyn 35 on at

Like (0)

Report

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

Was this reply helpful? Yes No