Skip to main content

Notifications

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

How to work with a financial report on Power BI

Posted on by 20

Hi everyone and thank you in advance,

I am trying to work with the information of a financial report of BC in Power BI, but when I try to get data from the API in Power BI that connects with Business Central, I can see several sources of data, like customers, etc., but I don't know how to bring a P&L from BC to Power BI in order to work with it. 

Any help would be very appreciated.

Regards and thanks!

Eduardo D.

  • Eduardo Diaz Profile Picture
    Eduardo Diaz 20 on at
    RE: How to work with a financial report on Power BI

    Thank you very much Zhu!

  • Eduardo Diaz Profile Picture
    Eduardo Diaz 20 on at
    RE: How to work with a financial report on Power BI

    Hi Daniele,

    Thanks!!

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 73,378 Super User 2024 Season 2 on at
    RE: How to work with a financial report on Power BI

    Hi, Simply put, when you open Power BI and connect to Business Central data, you will see three collections.

    pastedimage1676938732994v1.png

    Advanced APIs and Standard APIs are standard API pages provided by Microsoft. If you want to add new ones, you need to customize your own API pages.

    https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-api-pagetype

    https://yzhums.com/20960/

    Web Service (legacy) is the Odata data published in the Web Service page in BC, you can add the existing page from BC to Web Service, and then access it from Power BI.

    https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/webservices/web-services

    pastedimage1676938932095v2.png

    Finally, please note that the performance of API is much better than that of Web Service.

    Hope this helps.

    Thanks.

    ZHU

  • Verified answer
    DAnny3211 Profile Picture
    DAnny3211 9,272 Super User 2024 Season 1 on at
    RE: How to work with a financial report on Power BI

    hi

    look this

    learn.microsoft.com/.../across-working-with-powerbi

    DAniele

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

New! Quick response templatesâš¡

Save time with the new custom templates!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,232 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,064 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans