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Showing posts from February, 2019

D365/Power BI: Pin Power BI Dashboards to D365 Finance & Operations (Part IV)

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In third part of this blog series we did configurations in D365F&O to setup Power BI dashboards. Now we will see how we can pin visuals from Power BI to D365F&O workspaces. We will pin the same visual in D365 workspace that we created in second part of this blog. If you are following all previous parts exactly, you don't have any pre-requisite at this stage. So let's jump in to it. The mentioned screen shot is showing the same step where we ended our last blog. Go to System Administration  > Setup > Power BI Configurations            (After saving application id and application key) Click on 'Get started' button over blue tile under Power BI label. It will take you to the consent page. Click Accept.  Now you are ready to pin the dashboard, choose whatever workspace you want to pin the dashboard. Under desired workspace you will find Power BI blue tile. Click 'Get started'. It will display 'Open tile ca

D365/Power BI: Design a Visual from D365 Finance & Operations Dataset (Part II)

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It's a blog series, in first part we created a Power BI connection with D365FO, in continuation of that today we are going to create a visual from the D365 Finance & Operations data entities. In this blog, I will create a simple pie chart for gender based count of employees to show you how we can publish it on Power BI online portal. Steps: We will start from same step where we ended our previous blog. Enter 'Employee's in the search field. Select 'Employees' table > Click Load. Data will be loaded on Power BI desktop, you can see all fields of employees table under 'Fields Panel'. Under visualizations tab, there are many visuals available. As we are creating a pie chart we will select Pie chart option. Go to Visualizations > Click Pie Chart Now we will map fields to selected pie chart. Select and drag 'Gender' field it in Legend box Select and drag 'Personnel number' field it in Values box Yo

D365/PowerBI: Power BI OData Connection (Part I)

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Microsoft  Power BI  is a cloud based data and analytics reporting tool that helps organizations bring together disparate data sets into reporting dashboards.   D365 Finance and Operations users can also use Power BI: T o design visual reports and dashboards from D365 data-sets   To embed these dashboards  to D365. In this blog series, we will see how D365 user can work with Power BI. I am going to divide this topic in four parts. Part I: Create OData connections to access D365 data to design visuals in Power BI Part II: Design a visual from D365 dataset Part III:  Configure Power BI to pin dashboards in D365 Part IV: Pin Power BI dashboards to D365 In first part, we will connect the Power BI with D365F&O through OData connections to access dataset so that it can be utilized to design visuals. Pre-Requisites: You should have a Power BI  account with your work domain and Power BI desktop app installed. Steps: We will start by accessing Power BI desk

D365/PowerBI: Power BI Configurations Setup in D365F&O (Part III)

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Its a blog series, i n first part , we learnt how to access D365 F&O data in Power BI through OData feed then in second part , we created a visual from d365F&O dataset and pinned it to Power BI portal. In this part, we will do configurations those are required to pin the visuals and dashboards from Power BI to D365F&O.  Following are the details of environments those I am going to use here: D365 version = 8.1 &  PU = 2.0 Power BI Desktop version = 2.6 (February 2019) There are two major steps of configurations: 1. Register App and Generate Key on the Power BI dev portal 2. Provide above generated Key into D365 Power BI Configurations Let's start.... Register App over Power BI First of all we need to access Power BI dev portal where we will register our app and generate a key. Access below link  and sign in. ( http://dev.powerbi.com/apps ) Click Next > It will take you to the App registration page. Here, you have to provide