Power BI Business Central Chart of Accounts

(0) Share

Report

Posted on by Albert Steyn

Hi,

I hope you are well.

I want to build a Power Bi report using Chart of Accounts page in Business Central but I want to be able to filter on dates. Is this possible?And if yes, how?

I have the same question (0)

All responses (10)

Answers (1)

Suggested answer

John Ray Patajo 837 on at

Like (0)

Report

your Data Source should be the General Ledger ENtries Table to do this.

Was this reply helpful? Yes No
Suggested answer

Mohamad Vajid on at

Like (0)

Report

You can do this yes using PowerBI Desktop and Business Central as the data source.

Using Dynamics 365 Business Central as Power BI Data Source for Building Reports

docs.microsoft.com/.../across-how-use-financials-data-source-powerbi

Once you add the GLE table, you can set filters in the filter section.

Was this reply helpful? Yes No
Suggested answer

Avinash B 1,455 on at

Like (0)

Report

Hi Albert,

Yes, it is possible.

There is already a Query 261 "G/L Entries" created and exposed in web services (if not exposed, then you can expose it in your environment). Here you will get all the G/L Entries which you can use to create your report.

Also if you need a list of all the G/L Account codes, then you can expose page 16 "Chart of Accounts" (it is already exposed in standard) and create a connection between these in your PowerBI report.

Regards,

Avinash B

Was this reply helpful? Yes No
Suggested answer

Steven Renders 5,672 Moderator on at

Like (1)

Report

Hi Albert,

My recommendation would be to create queries, one for the GL Account table and one for the GL Entries table, expose them as web services and import them into Power BI.

Here you can find some examples:

thinkaboutit.be/.../

thinkaboutit.be/.../

Try to avoid using pages:

thinkaboutit.be/.../

(And my recommendation would be not to use the existing web services, because they contain to much information and will be very slow.)

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

In Power BI Desktop, in the left navigation pane, choose Get Data.
In the Get Data window, choose Online Services, choose Microsoft Dynamics 365 Business Central, and then choose the Connect button.
Power BI displays a wizard that will guide you through the connection process. You will be prompted to sign in to the service. Select Sign in and choose the account you would like to sign in as. This should be the same account you sign into Dynamics 365 Business Central with.
Choose the Connect button to continue. The Power BI wizard shows a list of Microsoft Dynamics 365 Business Central.
Alternatively, create a new web service URL in Dynamics 365 Business Central by using the Create Data Set action in the Web Services window, using the Set Up Reporting Assisted Setup guide, or by choosing the Edit in Excel action in any lists.
Specify the data you want to add to your data model, and then choose the Load button.
Repeat the previous steps to add additional Microsoft Dynamics 365 Business Central, or other data, to your Power BI data model.

Was this reply helpful? Yes No
Albert Steyn 45 on at

Like (0)

Report

Thanks, I know about this but I thought there might be another solution

Was this reply helpful? Yes No
Verified answer

Albert Steyn 45 on at

Like (0)

Report

Thanks!

Was this reply helpful? Yes No
jp_powerbiuser 5 on at

Like (0)

Report

Did you manage to figure this out? If so, would you mind explaining which views you used from Business Central and what connection you made between the views in Power BI?

Many thanks :)

Was this reply helpful? Yes No
Albert Steyn 45 on at

Like (0)

Report

I have yes

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi Albert,

Is it resolved?

I'm facing the same issue.

Was this reply helpful? Yes No