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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Power BI not working o...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Power BI not working on Bank management workspace

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Posted on by mafalda 67

Hi all,

I have configured the Power BI as shown in the picture below:

pastedimage1604934260369v1.png

However, the Analytics in the Bank management workspace is not working.

pastedimage1604934425808v2.png

Can anyone tell why this is happening?

Thank you.

Regards,

Mafalda

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Mafalda,

    Can you provide more information about your environment?

    Is this a test/demo environment?

    Is it a tier1/2... environment?

    Many thanks,

    Ludwig

  • mafalda Profile Picture
    mafalda 67 on at

    Hi Ludwig,

    Thank you for your response.

    My environment is a Production environment.

    Thanks,

    Mafalda

  • Suggested answer
    Junaid Idrees Profile Picture
    Junaid Idrees 2 on at

    Hi mafalda,

    Did you setup Cash flow forecast with all liquidity accounts in GL tab and Run Calculate cash flow forecasts with "Total" option?

  • mafalda Profile Picture
    mafalda 67 on at

    Hi Junaid,

    I did setup the Cash flow forecast and run Calculate cash flow forecasts but the following error occurred.

    pastedimage1605028184971v2.png

    I have verified the posting profiles and they already have a summary account inserted.

    What would you suggest?

    Thank you.

    Regards,

    Mafalda

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