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Finance | Project Operations, Human Resources, ...
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PowerBI: How to find data

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I want to create PowerBI reports over d365 F&O data.  How do I find which tables are behind the data I see in the User Interface?  PowerBI videos show how to connect the data, but what about knowing what data to connect? 

ie:  I want to find transactions within a Project.  I see the fields in the F&O user interface, but what do I pull into PowerBI?  (I don't want the answer for this particular example - I want to know how to find the answer, so I can create more reports)

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  • Verified answer
    Martin Dráb Profile Picture
    236,297 Most Valuable Professional on at
    RE: PowerBI: How to find data

    You can get more information in the GUI, but you'll probably need access to Application Explorer in Visual Studio anyway.

    If you right-click a field in a form, you can see the name of the form and the form control:

    controlname.png

    If you click the control name, it'll try to open Visual Studio and show you the definition there.

    If you click the form name, the Form information form opens. If you have admin privileges, you'll see the Administration tab, which includes table and field names.

    0702.forminfo.PNG

    Nevertheless if you want to know which entities contain this field, you can't do it here. You need to look at references in Visual Studio. Either you have (will get) access, or you need to ask a developer. But at least you'll know which field you're looking for.

    Also, it might happen that a value in a form isn't bound to a field but it's calculated in code. Then you again need somebody to look into Visual Studio.

  • DrA_usa Profile Picture
    160 on at
    RE: PowerBI: How to find data

    Thank you for the assistance.

    What I am looking for this time is the Description that appears in the list on the Voucher Transactions page.  I'm trying to bring this description into a PowerBI report which lists all transactions for a Project.  I do not have Visual Studio.

  • Martin Dráb Profile Picture
    236,297 Most Valuable Professional on at
    RE: PowerBI: How to find data

    You said that you didn't want the answer for this particular example (you wanted to know how to find the answer, so you could create more reports), tell you where to find the this field doesn't answer your question.

    Instead, follow the procedure from my previous reply. First of all, open the Form information form and find out more details there.

    If you can't get access to Visual Studio, then you need to pass the information to someone who has access. In some cases, it's quite clear which entity is used for which table (e.g. customer information is in Customer entity), therefore you don't need to analyze it exactly.

  • DrA_usa Profile Picture
    160 on at
    RE: PowerBI: How to find data

    Many thanks.  I'm looking to get Visual Studio.  (I included details just for reference).

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