Forum Discussion
Using the Dynamics Business Central Connector, how can I add date filters?
- 4 years ago
I figured it out.
The Business Central connector using the Power BI Odata connector, and the authorizaton is built in.
So the doucumentation I was looking for is the in the Odata connector.
The Odata Connector is well designed and folds and filters back to the Odata source.
So the solution to my problem was dead simple, just add a filter to the query and you get the period you want.
Here's a sample of the M code.
It was all created using the GUI, no advaced editor required.
Chose the income statements table, then add a date filter with the date you want the data for.
let
Source = Dynamics365BusinessCentral.ApiContents(null, null, null),
PRODUCTION = Source{[Name="PRODUCTION"]}[Data],
#"DC Hospitality Apex LLC" = PRODUCTION{[Name="Test Company 1"]}[Data],
v2.0 = #" Test Company 1"{[Name="v2.0"]}[Data],
incomeStatements_table = v2.0{[Name="incomeStatements",Signature="table"]}[Data],
#"Filtered Rows" = Table.SelectRows(incomeStatements_table, each [dateFilter] = #date(2022, 1, 31))
in
#"Filtered Rows"
Thanks.
I'm using the API already. But I did some testing using the newly released PowerBI connector.
And that seems to peform much faster. I'm pulling data from over 40 companies, so it takes a while using the API.
But it's useless without the ability to filter by accounting periods.
And there is no documentation for it so it might already do that.
I'm just going to give up for now. Hopefully MS will provide some documentation in the future and it will be useful for financial reporting when that happens.