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gordoncappo
Frequent Visitor

Help with "Reporting - Dynamics 365 Finance business performance planning" visual

Hi everyone,

 

I'm excited about the potential of the new "Reporting - Dynamics 365 Finance business performance planning" visual (basically a Microsoft-created P&L) featured in the February 2024 update. I was able to build a Profit & Loss report using standard matrix visuals and DAX, so this visual could be a big help.

 

You can find it on AppSource here: https://appsource.microsoft.com/en-US/product/power-bi-visuals/mscrm.d365_business_performance_plann...

 

However, when I try to use the visual, I'm encountering some inconsistencies:

  • Documentation Gaps: The Microsoft support page outlines features that don't seem to exist within the visual itself.
  • App Store Sample Limitations: The sample file works partially, but I can't fully understand how it's configured.

 

Has anyone else worked with this visual? Could you please provide guidance on:

  • Additional Documentation: Are there more detailed resources beyond the official support page?
  • Best Practices: What are effective ways to use this visual and work around potential bugs?

 

Any insight would be greatly appreciated!

 

Thanks!

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