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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Financial Report KPI W...
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Answered

Financial Report KPI Web Service - Business Units

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Posted on by LF-10070850-0 15

In Business Central, I’ve configured the Financial Report KPI Web Service Setup. Our client is a holding company with subsidiaries set up as Business Units within the consolidation company.

How can we use the Excel ODATA connector to extract the net change amount for each individual Business Unit, even after consolidation? Currently, the data only shows the consolidated totals, not the breakdown by Business Unit.

In the Financial Report KPI Web Service Setup, we are limited to Row Definitions, whereas the Business Units can only be set in the Column Definition. 

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Dynamics 365 Business Central
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  • Verified answer
    Holly Huffman Profile Picture
    Holly Huffman 6,522 Super User 2025 Season 2 on at
    Financial Report KPI Web Service - Business Units
    Good morning, afternoon, or evening depending on your location :)
    Hope you are well today!
     
    This is a great question and a common challenge when working with Financial Report KPI Web Services in Business Central, especially in consolidation scenarios involving Business Units.
    Problem Summary
    • You're using Financial Report KPI Web Service Setup to expose data via OData.
    • The Row Definitions are available in the KPI setup.
    • Business Units are only defined in the Column Definitions of the financial report.
    • The OData feed only returns consolidated totals, not the breakdown by Business Unit.
    Goal
    Extract Net Change Amounts per Business Unit via Excel OData Connector, even after consolidation.
    Why This Happens
    The Financial Report KPI Web Service only exposes rows, not columns. Since Business Units are defined in columns, the OData feed doesn’t include them. This is a limitation of the current KPI Web Service design.
     
    Workaround Options
    Option 1: Use Separate Reports per Business Unit
    1. Create a separate Financial Report for each Business Unit.
    2. In each report:
      • Use the same Row Definition.
      • Set the Column Definition to only include one Business Unit.
    3. Publish each report as a separate KPI Web Service.
    4. In Excel, connect to each OData feed and label them accordingly.
    Pros: Simple, no code. Cons: Manual setup for each Business Unit.
     
    Option 2: Use Consolidation Company with Dimensions
    If your Business Units are also tracked via Global Dimensions (e.g., BUSUNIT), you can:
    1. Create a Financial Report in the consolidation company.
    2. Use dimension filters in the Row Definitions to simulate Business Unit breakdowns.
    3. Publish this report via KPI Web Service.
    Pros: Dynamic, fewer reports. Cons: Requires Business Units to be mapped to dimensions.
     
    Option 3: Custom Web Service or Query
    1. Create a custom query object in AL that:
      • Pulls data from G/L Entry or G/L Account.
      • Filters by Business Unit Code.
      • Aggregates Net Change by period.
    2. Publish this query as a Web Service.
    3. Connect Excel to the custom OData feed.
    Pros: Full control, scalable. Cons: Requires AL development.
     
    Sample Query Logic (AL Pseudocode)
    query 50100 "Net Change by BU"
    {
        elements
        {
            dataitem(GLEntry; "G/L Entry")
            {
                column(BusinessUnit; "Business Unit Code") { }
                column(AccountNo; "G/L Account No.") { }
                column(NetChange; Amount) { method = Sum; }
                filter(PostingDate; "Posting Date") { }
            }
        }
    }
     
    Note: I collaborated with Copilot to help craft this response for clarity and completeness.
    Hope this helps some!
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 93,147 Super User 2025 Season 2 on at
    Financial Report KPI Web Service - Business Units
    Hi, It seems that this can only be done by customization.
    Or you can try Power Bi app.
     
    Hope this can give you some hints.
    Thanks
    ZHU
  • Suggested answer
    Jainam M. Kothari Profile Picture
    Jainam M. Kothari 12,148 Super User 2025 Season 2 on at
    Financial Report KPI Web Service - Business Units
    Hello,
     
    There is a limitation in BC that Business Units are only available in Column Definitions.
     
    You need to create a separate Account Schedules per Business Unit and publishing each as a KPI Web Service, using Power Query in Excel to join OData feeds like G/L Entries and Dimensions for dynamic filtering, OR developing a custom API page to expose Business Unit-level financial data.

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