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PBI Essentials - Sales Help

PBI Essentials Sales consists of two parts:

  1. PBI Essentials – Sales

    1. Must be installed in your Microsoft Dynamics 365 Business Central instance in the cloud

    2. Data connector that creates the necessary queries that will be used as a data source for the reports in Power BI

    3. Acts as an additional connecting layer between the data in your Microsoft Dynamics 365 Business Central and Power BI

    4. Prerequisites: Microsoft Dynamics 365 Business Central v.15 Essentials and Premium editions 

    5. Download Power BI Essentials - Sales on Microsoft AppSource

    6. Download Power BI Essentials - Sales Description

  2. PBI Essentials – Sales Template

    1. Must be installed in your Power BI Service instance

    2. Power BI app that will give you access to advanced Sales visualizations, like Yearly Report, Sales Analysis, Product Analysis, and Sales Analysis by Item

    3. When connected to your Microsoft Dynamics 365 Business Central data in the cloud it can help you make better management decisions, improve your strategies for the future or identify any issues from the past.

    4. Once installed there are two main options:

      1. Explore App - Review the reports while being connected to our sample data. That will give you a sense of how the reports are created, what measurements and visualizations we used, how the filters work

      2. Connect – With the help of a wizard you will be able to connect the reports to your own data (provided you have already installed the PBI Essentials – Sales in your Microsoft Dynamics 365 Business Central instance)

    5. Prerequisites:

      1. Power BI Pro, Power BI Premium

      2. PBI Essentials – Sales app installed in your Microsoft Dynamics 365 Business Central instance

    6. Download Power BI Essentials - Sales Template on Microsoft AppSource

    7. Download Power BI Essentials - Sales Template Description