Create visual repersentation of DynamicsNAV data using Micorsoft Power BI

Hi,

Power BI is growing key asset in the Microsoft Dynamics Business solution. It is used by customers in all verticals to build BI and reports. To keep up with market demands, start your learning on Power BI!!!!

Start working with Power BI desktop version, click here to download.

Let us have a look how to use Microsoft Power BI Desktop version.

Follow the below step to extract data from Dynamics NAV using OData.

• Download and follow the wizard to install Power BI.

• Open the Power BI installed on Desktop click on GET DATA >> Odata Feed.

• Provide OData URL from NAV instance >> Web Services page. In current scenario I am taking 'Top Customers' OData URL from Web Services Page.

• Click 'OK' once you provide credentials Power BI will load the data. Click 'Load' 

• We can now see all the fields that are available for designing visuals.

• Select the type of visual and respective fields. In this case I would like to see Sales by Country Region so choose both as shown below.
 

• We can start designing our own visuals like below : Sale by Country, Sales by Sales Person, Sales by Customer Name etc...

Analyzing and filtering data is so simple like just click on the any one of the diagram it will auto filter the rest. For Example here I clicked on Germany Region in the first Visual which immediately highlights the related data on rest of the visuals.

We can save this visuals it will be saved with .pbxi file format and just click Refresh button on top ribbon every time you open to load the latest Data. 

We can design wide range of visuals using Microsoft Power BI as shown below.

That's how it works!!!

Try installing Power BI and create you own visuals and start analyzing data.

Cheers... 

Microsoft Power BI

Hi,

Why Power BI ?

Power BI is a kind of tool for makeover of primitive data into profound and worthwhile information for business analysis. 

Organization data can be renovated into rich visuals to accumulate and organize so you can concentrate on what matters to you.Stay in the know, spot trends as they happen, and drive your business further.

Let us see how to use Power BI for Dynamics CRM.

• Logon to Microsoft Power BI

• Sign in with your Office365 account.

• Click on Dynamics CRM icon and click >> Connect.

• Power BI will request for Odata URL from your CRM instance.

• Open you CRM instance goto >> Customizations >> Developer Resource >> Odata URL.

• Provide the Odata URL and Login using oAuth2 by using your CRM credentials

• Once done with authentication Power BI will try to load the data for CRM instance.

• Here we have 3 different TABS 
• Dashboards
• Reports
• Datasets

• Microsoft by default would have done Dashboard & Reports setting like below.

Dashboard

Reports

• We can still modify our Dashboard as we like.
• We can also build our own custom reports from DataSets TAB.

• Filtering data is much easier just click on diagram data related to the same will get filtered all over charts and highlights filtered data.

Hope you find the post useful.

Cheers.. :)

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