Microsoft Dynamics 365 Business Central Reporting

In the this course, students will learn essential skills to start creating Reports and Dashboards in Microsoft Power BI from data in Microsoft Business Central

Description

 

In the this course, students will learn essential skills to start creating Reports and Dashboards in Microsoft Power BI from data in Microsoft Business Central.

 

 

Course Outline

 

Module 1: Introduction

This module provides the attendee with an introduction to Microsoft Power BI.

Lessons

  • What is Power BI?
  • The benefits of Power BI
  • Power BI Desktop
  • The Power BI Service
  • The Power BI features
  • Sharing Power BI Reports and Dashboards
  • Reports and Dashboards
  • Further reading and resources

 Lab 1: Power BI Orientation

 

Module 2: Power BI Desktop and connecting to Business Central Data

This module presents the Power BI Desktop application as well as the concept of connecting to Data sources and creating a Data set using the Power Query Editor using data in Business Central.

Lessons

  • Overview
  • Download Power BI Desktop
  • Connecting to a Business Central in Power BI Desktop
  • Using the Power Query Editor

Lab 1: Setting up Power BI Desktop

Lab 2: Connecting to Business Central in Power BI Desktop

 

Module 3: Creating Power BI Reports and Visualizations from Business Central data

This module presents common skills the end user requires to efficiently interact with and create Reports in Microsoft Power BI Desktop. You will learn how to work with the Power BI Desktop app, connect to Business Central and construct a Report and explore the different Visualizations.

Lessons

  • Overview
  • Working with Reports
  • The Card Visualization
  • The Donut Visualization
  • The Funnel Visualization
  • The Pie Chart Visualization
  • The Bar Chart Visualization
  • Creating a Drill down
  • The Map Visualization
  • The Slicer Visualization
  • The Tree Map Visualization
  • Working with Filters
  • Publishing Reports to the Power BI Service

Lab 1: Creating a Report in Power BI Desktop

Lab 2: Exploring Visualizations and Filters

Lab 3: Publishing Reports to the Power BI Service

 

Module 4: Working with Power BI Dashboards

In this module we will learn how to work with Dashboards in the Power BI Service. You will learn how to Pin Tiles and content from existing Reports to your Dashboard. You will also learn how to work with Workspaces in the Power BI Service. 

Lessons

  • Overview
  • Working with Workspaces
  • Creating a Dashboard
  • Embedding Tiles
  • Pin Visualizations from a Report

Lab 1: Creating a Power BI Dashboard

 

Module 5: Sharing Power BI Dashboards and Reports

In this module we will learn how to share Power BI Reports and Dashboards with other users.

Lessons

  • Overview
  • Getting ready to share
  • Workspace considerations
  • Sharing a Report
  • Sharing a Dashboard

Lab 1: Share Power BI Dashboards and Reports

 

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