How to connect Power BI to Business Central?

To add Business Central as a data

Step 1: is to Download and Install Power BI Desktop version into your machine.

  - You can download by clicking on below link.

     https://powerbi.microsoft.com/en-us/downloads/
  - Click on Advanced download options.

Step 2: Open Power BI Desktop.

  -  In Power BI Desktop, choose Get Data and click on More under Home tab like below image. After that you can able to see Get Data form into Power.

Step 3: On the Get Data page, choose Online Services, choose Dynamics 365 Business Central, and then choose the Connect button.

Step 4: Power BI displays a wizard that will guide you through the connection process. You will be prompted to sign into Business Central. Select Sign in and choose the account you would like to sign in as. This should be the same account you sign into Business Central with. 

    -   Choose the Connect button to continue. The Power BI wizard shows a list of Microsoft Business Central environments, companies, and data sources. These data source represent all the web services that you have published from each tenant/company in Business Central.

Step 6: Specify the data you want to add to your data model, and then choose the Load button.

       -  Repeat the previous steps to add additional Business Central, or other data, to your Power BI data model.

-  Once the data is loaded it will appear in the right navigation on the page. At this point, you have successfully connected to your Business Central data and are ready to begin building your Power BI report.

Sample Report

-  As you can see in below image we have created one sample report called Sales By Item Category using Item Category Code and Sales Amount Actual fields.

Data Source

      -  The Power BI wizard only shows a list of Business Central environments, companies, and data sources. These data source represent all the web services that you have published from each tenant/company in Business Central.

      -  But if user want to use data source which is not available into Power BI then after we must Create Data Set into Business Central.

Steps for create Data Set into Business Central

Step 1: Open Web Services page and choose Create Data Set action under Actions > New Document.

Step 2: Click on Next button. After that it will ask you for below Operations.

-          Create a new data set

-          Create a copy of an existing data set

Edit an existing data set

Step 3: Choose Create a new data set option after that click on Next button.

 Step 4: Click on assisted setup in Name field and choose the web service after that click on Next.

 Step 5: Choose the fields which you want to use and click Publish.

• Now we can use this data source into Power BI.

For more details:

-  https://docs.microsoft.com/en-us/dynamics365/business-central/across-how-use-financials-data-source-powerbi

-  https://docs.microsoft.com/en-us/dynamics365/business-central/admin-powerbi