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Suggested answer

Business Central posting date filter for Power BI

Posted on by 251

Hey,

Is there a way to use the posting filter for Power BI in Business Central?  
Here it is in BC and I found it in Power BI but it has no data in it, is there a way to get this posting filter in Power BI??

pastedimage1643147763379v1.png
In PBI(Shows no data here)
pastedimage1643148157197v2.png

Thanks,

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,419 on at
    RE: Business Central posting date filter for Power BI

    Hi 

    You need to know the table and field name that BC sum up. Then in Power BI add the a filter and then you can create something like Key Measure and use formula like below and then make that key measure to the page and add it as tile . Now, if you filter the date that tile should update. 

    I mean this is one method and you could find many others (like the one that I shared). Also you can add filter to Calculate as well see https://docs.microsoft.com/en-us/dax/calculate-function-dax

    or docs.microsoft.com/.../datesbetween-function-dax

    Job_Value=CALCULATE(
    SUM(Table[field] for example SUM(Posted_Sales_Invoice_Line[Line_Amount_USD]),

  • Trublu849 Profile Picture
    Trublu849 251 on at
    RE: Business Central posting date filter for Power BI

    I am trying to filter on posting dates for Jobs in the Job module in BC

    So in my totals filter..I go to the posting date filter and I enter 10/20/20../11/20/20 I can see the Job actuals on that date something was posted..say if I invoiced a job 2 days ago and again today.  I want to see just the transactions on that job from 2 days ago.  Let me know if you need any more info.

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,419 on at
    RE: Business Central posting date filter for Power BI

    Hi

    This is for Total Filter which uses entered value in BC. There is no way (as far as I know) to use that in Power BI. Why you need to use that in Power BI? You can use Power BI functions to sum up numbers based on date range.

    Something like 

    https://community.powerbi.com/t5/DAX-Commands-and-Tips/Sum-on-a-dynamic-date-range/m-p/692955

    medium.com/.../power-bi-create-dynamic-date-filter-and-visual-level-filter-576d9331ed30

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