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Dynamics 365 Community / Forums / Finance forum / PowerBI - Issue connec...
Finance forum

PowerBI - Issue connecting with SQL database in UAT environment

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Posted on by 414

Can anyone help resolve this issue please? I am trying to open available content packs from LCS.

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  • Verified answer
    nmaenpaa Profile Picture
    101,156 Moderator on at
    RE: PowerBI - Issue connecting with SQL database in UAT environment

    1) You can't use direct SQL. In UAT you can access the SQL but only from the UAT VM, not outside. In production you can't access SQL at all.

    2) OData exposes entities as well, not tables. The tables are for internal use only in D365FO, all external data exchange happens through the data entities.

    So you have to connect using the entity name. Unfortunately it can sometimes be difficult to find out what name should be used. In Visual Studio, see what name is used in the Public collection name for the entity. That is the one that is used for OData.

    About the content pack (and other) issues, I suggest that you try to search for Microsoft's documentation on how to use Power BI with D365FO.

  • YOG Profile Picture
    414 on at
    RE: PowerBI - Issue connecting with SQL database in UAT environment

    Hi Nilolaos,

    Please help me understand,

    There are 3 ways to connect with D356FO through PowerBI

    1. SQL Server (Currently UAT environment)
    2. Odata feed
    3. BYOD

    Scenario - I want to sales report and found that 'CustInvoiceTrans' table gives me data I need. so I have started digging into all 3 options above to get this table

    1) SQL Server - I can see this table in SQL database and trying to connect but no luck. I have been informed that Microsoft control this database

    Steps I took -

    • Download 'Local Administrator Accounts' from LCS and Login
    • Open SQL Server management studio and login
    • AXDB database with all table is there
    • Open PowerBI Desktop > Get Data > SQL Server > put database name (error on this stage)

    Questions :

    1. can I actually connect this db?

    2. also am I gone a have access of db after we go live?

    Content packs - I see, we have 19 content packs in my lcs shared library and deployed file (refresh data entity) but reports are not showing any data even we have so many data in UAT.  l looked all slicers and they are with correct date setup.

    I have tried downloading this file and open them through BI desktop but cannot connect.

    2) Odata feed - is not showing this table at all

    Steps I took -

    • PowerBI desktop > Get data > Odata feed > '<URL>/data

    3) BYOD - this is only for data entities not for table

    Steps I took -

    • Set azure db
    • Config D365 for export

    I hope, above make sense.

    Please advise

  • Suggested answer
    nmaenpaa Profile Picture
    101,156 Moderator on at
    RE: PowerBI - Issue connecting with SQL database in UAT environment

    From where are you trying to connect? What content packs are these? Is this Power BI desktop or Powerbi.com? Could you describe your scenario in more detail please. Screenshots would be nice too.

    You can't connect directly to the SQL server in the D365FO cloud environments. Only embedded Power BI reports in D365FO workspaces can dot that.

  • YOG Profile Picture
    414 on at
    RE: PowerBI - Issue connecting with SQL database in UAT environment

    Hi Rahul.

    I am getting problem connecting to SQL database as a start. Please advise

  • Community Member Profile Picture
    on at
    RE: PowerBI - Issue connecting with SQL database in UAT environment

    Are your hourly invoices past due for payment?

  • YOG Profile Picture
    414 on at
    RE: PowerBI - Issue connecting with SQL database in UAT environment

    Hi Jacob.

    I am getting same error on both UAT and my PC.

  • jac_rod Profile Picture
    39 Moderator on at
    RE: PowerBI - Issue connecting with SQL database in UAT environment

    Where are you seeing this?  Is this on the UAT server in Power BI desktop, or are you trying to connect from a different machine?

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