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Small and medium business | Business Central, N...
Answered

Exporting some data from BC into PowerBI Permission

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Posted on by 152

Hi all,

I am exporting some data from BC to PoweBI , right now i have super permissions to do this but i need to know what permission should i have to Export data from BC to PowerBI?

I work on the sales modules.

I have the same question (0)
  • Suggested answer
    Steven Renders Profile Picture
    5,682 Moderator on at

    Actually you are not exporting, it's PowerBI that's importing ;-)

    Anyway, PowerBI uses the BC web services, to me more precise the ODATA web services, at this moment.

    So you will need permissions in BC to access the web services and also to the underlying pages/queries/tables that these web services are built on.

    That means you need to investigate exactly which objects (tables/pages/queries) that you want to make available via web services and you could then create a permissionset for that.

    On the other hand, you could also create a dataflow, or a power bi report that only fetches the data. For the refresh of that dataflow/report you use a user that has those permissions. Then in dataflows or PowerBI you can share these datasets with other users, and manage security in PowerBI.

    (If you want every PowerBI user to be able to do refreshes, then they all needs to be valid users in BC, using dataflows/shared datasets you only need 1 refresh-BC-user.)

  • PaulaRystemi6 Profile Picture
    152 on at

    Hi Steven,

    Thank you so much for your help.

    Ps: I am new on Business Central and i need your help for which are the permissions to access the web services and how can i see the underlying pages/queries/tables that these web services are build on?

  • Suggested answer
    Steven Renders Profile Picture
    5,682 Moderator on at

    Here's some more information about permissions:

    docs.microsoft.com/.../3-permissions

    Regarding figuring out the underlying objects, you best contact the developer/provider of these web services.

    Are you using the standard/default ones, or did someone install an extension that published new web services?

    Without knowledge on how to use the development environment, it's almost impossible to know.

    Are you an end user? In that case your Partner should also be able to help you with that.

    Setting up security and permissions is something I recommend someone with experience to implement ;-)

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