Hi Andres,
It’s one of the most effective tools for consolidating financial data across multiple companies and geographies, especially when paired with BC. The key is to structure your data model to accommodate company-specific filters, currency conversions, and localized reporting logic.
Here’s how to approach it:
Start by using the BC connector in Power BI Desktop. When you connect, you’ll see a list of companies available in your environment. You can select data from each company individually, but to build a unified report, you’ll need to manipulate the queries in the Power BI editor.
- Remove the default navigation step in each query to expose the company name alongside the data.
- Expand the data columns and add a company identifier so you can filter or group by company in your visuals.
- Repeat this for each relevant table (e.g., General Ledger Entries, Customer Ledger Entries, Vendor Ledger Entries).
- For country-level analysis, include metadata like country code or region from the company setup or dimension values.
If you’re working across multiple environments or tenants, tools like Birds BI offer enhanced multi-company support, allowing you to load data from different BC instances into a single Power BI report.
You’ll also want to consider:
- Currency conversion logic using exchange rate tables or DAX measures
- Role-based dashboards for executives, controllers, and regional managers
- KPIs like net margin, receivables aging, and cost-to-revenue ratios by country
Helpful Reference
Finance Power BI app – BC | Microsoft Learn
How Do I: Create a multi-company Power BI report – Think About IT
Combine data from multiple BC environments – Birds BI
How to integrate BC with Power BI – BC Geek
If you find this helpful, feel free to mark this as the suggested or verified answer.
Cheers
Jeffrey
