Hi, Readers.
Dynamics 365 Business Central 2024 wave 2 (BC25) is generally available. More details: General availability: Dynamics 365 Business Central 2024 release wave 2 (BC25). And Business Central 2024 wave 2 CU01 (BC25.1) has been released last week. More details: Cumulative Update Summary for Microsoft Dynamics 365 Business Central（November, 2024）
I will continue to test and share some new features that I hope will be helpful.
Use embedded Power BI reports out of the box:
Business value:
https://learn.microsoft.com/en-us/dynamics365/release-plan/2024wave2/smb/dynamics365-business-central/use-embedded-power-bi-reports-out-box?wt.mc_id=DX-MVP-5004336
It’s easier than ever to leverage your business data to get insights into your operations. You can analyze your business data with out-of-the-box Power BI reports for finance, sales, purchasing, inventory, manufacturing, and projects.
It’s easy to get insights into your Business Central data with Power BI – a data visualization system from Microsoft. Power BI retrieves Business Central data so that you can build dashboards and reports based on that data. Power BI provides a flexible alternative to reports built in Business Central, enabling you drill down and customize the visualization, and even merge data from different companies in Business Central. Some Power BI reports can also be embedded in Business Central and viewed without leaving the system. More complex dashboards are better experienced from the Power BI web site.
This release wave (BC25) adds a lot of new reports for finance, sales, purchasing, inventory, manufacturing, and projects. And available in BC25.1.
All Reports:
Role Center:
But it is not available by default, we need some setup and installation of Microsoft’s standard Power BI Apps in Power BI.
I recommend installing the standard apps in Power BI first. Let’s see more details.
Choose Power BI from App Launcher.
Choose Apps -> Get apps
Search for Business Central and scroll down, you will find the standard apps added by Microsoft this time.
I’ll use the Business Central Finance Power BI app as an example. Choose Get it now.
Choose Get it now again.
Choose Install.
Installing an app
Your new app is ready!
Then go back to Business Central and click on any Power BI report. The wizard page below will be displayed. The first half is to confirm whether you have a Power BI license and whether to use this feature.
In the second half of the assisted setup, you need to select the installed Power BI apps and set some report parameters.
Defines which type of calendar the year boundaries are applied to during Date table generation in Power BI. Using Weekly, the first and last day of the year might not correspond to a first and last day of a month, respectively.
Defines the working days of the week
Defines the UTC time zone and Date Table Range
Select the Power BI Apps you just installed.
You need to select different reports according to different features.
PS: If you don’t have any Power BI apps installed, you won’t be able to select them and use these reports.
Your Finance Report Report has not been setup in PowerBI Reports Setup. You need to set up this reports in order to view it.
Finally, select Finish to complete all settings.
At this point we can use these In-client Power BI reports.
PS: These settings can be changed in Power BI Connector Setup
Test video:
Specifically, the following Power BI reports are available (2024.11.05):
- Finance: 19 reports
- Sales: 12 reports
- Purchasing: 14 reports
- Inventory: 12 reports
- Manufacturing: 12 reports
- Projects: 8 reports
Great, give it a try!!!😁
PS:
1. What’s new: Power BI reporting for Business central – new apps
2. As of now, these reports are not searchable in Tell Me.
END
Hope this will help.
Thanks for reading.
ZHU
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