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

-

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

You can see data with actual numbers > click on three dots  (lie on the right side of the bottom of the chart)

  • Click dots > Show data, will show you the gender based count of employees.

  • Now save this visual and publish it to Power BI portal.


  • Click 'Publish' > Select.

 A dialog box will appear with a message to show success for visual published to Power BI.
On the same box, clicking on option ' Open '%Visual%' in Power BI' will take you to the Power BI portal (https://app.powerbi.com).
After signing-in on the portal, you can see your report under Workspaces > Reports

Now we will convert this report in a dashboard.

  • Click 'Pin Visual'.

  • Select option as desired, I will create new dashboard.
  • Enter name for the dashboard.
  • Click Pin.

 Now you can see pinned visual under My Workspaces > Dashboards.

 In next blog, we will do pre-setup to pin this visual in D365. 

Comments

Post a Comment

Popular posts from this blog

D365 Accounts Payable: Settle Vendor Retention for Project based Purchases

-
Image
Settle Vendor Retention In previous blogs, I worked on vendor retention setups and discussed how vendor retention gets generated on invoicing a purchase order. Now, in this blog I will show how vendor retention can be  settled at the end when an organization wants to pay off all retained amount for the purchase order which has been already invoiced completely. Let's start... Navigate to Accounts Payable > Invoices > Pending Vendor Invoices  Click From Purchase Order Following query form will appear Make sure all filter should clear except the Purchase order which must have the Purchase order number specified for which retention has been deducted and fully invoiced so has the status as 'Invoiced'. Click OK A row will appear in the following grid. Enter Invoice number Set Default quantity for  lines = Ordered quantity ( Because the mentioned order is fully invoiced, the system does not show the invoice line with other available
Read more

D365 Security Role: Create New Security Role

-
Image
In Microsoft Dynamics 365 for Finance and Operations, role-based security is aligned with the structure of the business. Users are assigned to security roles based on their responsibilities in the organization and their participation in business processes. The administrator grants access to the duties that users in a role perform, not to the program elements that users must use. In role-based security, access is not granted to individual users, only to security roles. Users are assigned to roles. A user who is assigned to a security role has access to the set of privileges that is associated with that role. A user who is not assigned to any role has no privileges. There are existing privileges, duties and roles for each functionality available out of the box in Dynamics 365. Nevertheless, to meet specific requirements new roles can be created easily.   In order to fabricate a new security role in D365, following steps need to be pondered. 1.       Create a ‘Privilege’
Read more

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

-
Image
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
Read more