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      Working with Business Central Data in Power BI

      In this article, you learn some of the basics about working with reports and dashboards in Power BI that use Business Central as a data source. The article discusses some aspects that will help you get started as a Business Central user. For general guidelines and instructions about using Power BI, see Power BI documentation for consumers.

      Get ready

      Sign up for the Power BI service. If you haven't already signed up, go to https://powerbi.microsoft.com. When you sign up, use a work email address and password.

      Get started

      Once you have a Power BI account, you can sign in at https://powerbi.microsoft.com/.

      The Power BI service hosts all the reports available to you. To see the report, select My Workspace > Reports. Then just select the report that you want to view.

      With Business Central online, you'll automatically have a set of default reports on your workspace. If you want to create your own reports, you can use Power BI Desktop to create reports, and then publish them to your workspace. For more information, see Getting Started Building Reports in Power BI Desktop to Display Dynamics 365 Business Central Data.

      If you're using Business Central on-premises, you'll have to start from scratch by using Power BI Desktop. Optionally, Power BI reports can be distributed as files, that you can upload.

      Get the latest data

      Each Power BI report is based on a dataset that gets data from the Business Central sources. You want to make sure that the data in your Power BI reports is up to date with the data in Business Central. This concept is referred to as refreshing. Depending on how your organization has set up Power BI, refreshing might not happen automatically. There are two ways to refresh data: manually or by scheduling a refresh. Manual refreshing is done on-demand, as needed. Scheduled refreshing lets you refresh automatically at defined time intervals.

      Refresh manually

      In the navigation pane, under Datasets, select More options (...) next to the dataset, then select Refresh now.

      Schedule a refresh

      In the navigation pane, under Datasets, select More options (...) next to the dataset, then select Schedule refresh. Fill in the information under the Schedule refresh section, and select Apply.

      For more information, see Configure scheduled refresh

      Upload reports from files

      Power BI Reports can be distributed among users as .pbix files. If you have a .pbix file, you can upload the file to a workspace. To upload a report, do the following steps:

      1. In your new workspace, select Get Data.

      2. In the Files box, select Get.

      3. Select Local File, navigate to where you saved the file, and select Open.

      For more information, see Upload the report to the service.

      Note

      Uploading a report requires that you have a Premium capacity work space. For more information, see Managing Premium capacities.

      Tip

      If you're using Business Central online, you can also upload a report from within Business Central. For more information, see Working with Power BI Reports in Business Central - Upload Reports.

      Share reports with others

      Once a report is in your workspace, you can share it with others in your organization.

      To share a report, in a list reports, or in an open report, select Share. In the Share report pane, enter the full email addresses for individuals or distribution groups you want to share with. Follow the instructions on screen to complete the sharing. For more information, see Share a dashboard or report.

      Note

      You must have Power BI Pro license, and the people you share with do too. The content must be in a workspace in a Premium capacity. For more information, see Ways to share your work in Power BI.

      See Related Training at Microsoft Learn

      See Also

      Business Central and Power BI
      Building Power BI Reports to Display Dynamics 365 Business Central Data
      Power BI Integration Component and Architecture Overview for Business Central
      Working with Power BI Reports in Business Central
      Power BI for consumers
      The 'new look' of the Power BI service
      Quickstart: Connect to data in Power BI Desktop
      Power BI documentation
      Business Intelligence
      Getting Started
      Importing Business Data from Other Finance Systems
      Setting Up Business Central
      Using Business Central as a Power BI Data Source
      Using Business Central as a Power Apps Data Source
      Using Business Central in Power Automate

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