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LeytonLucas
New Member

Setting up financial reports in Power BI for Business Central

Hello
I'm new to Power BI and am currently working with standard financial reports for Business Central (Dynamics 365 Business Central Finance Reports - Finance App).
I have successfully configured the connection to a specific environment/company and am viewing reports without issues from Business Central.

The issue I'm experiencing occurs when switching environments or companies within Business Central: The data displayed remains static (corresponds to the initial connection configuration).

I require the information to be automatically updated based on the active company and environment.
My specific question is:
What additional configuration should I implement so that the reports dynamically display data corresponding to the current company and environment in Business Central?
I appreciate any guidance or documentation you can provide to resolve this issue.

 

LeytonLucas_0-1744161837575.png

 

 

1 ACCEPTED SOLUTION
v-pnaroju-msft
Community Support
Community Support

Hi @LeytonLucas,

Thank you for reaching out through the Microsoft Fabric Community Forum.

Based on my understanding, the observed behaviour is expected. Power BI currently utilises static parameters such as ENVIRONMENT, API_ENDPOINT, and COMPANY, which are defined during the initial configuration. These parameters do not dynamically reflect changes made within the Business Central user interface.

Please consider the following workaround, which may help resolve the issue:

  1. The issue of static data arises due to hardcoded connection settings. This can be addressed by using Power BI parameters to make the environment and company values dynamic, thereby reflecting the active context within Business Central.

Additionally, you may refer to the following links for further guidance:
Enabling Power BI integration with Business Central - Business Central | Microsoft Learn
Introduction to Business Central and Power BI - Business Central | Microsoft Learn
Power BI FAQ - Business Central | Microsoft Learn
Training for Dynamics 365 Business Central | Microsoft Learn

If you find our response helpful, we kindly request you to mark it as the accepted solution and consider giving it kudos. This will assist other community members who may have similar queries.

Thank you.

View solution in original post

2 REPLIES 2
v-pnaroju-msft
Community Support
Community Support

Hi @LeytonLucas,

Thank you for reaching out through the Microsoft Fabric Community Forum.

Based on my understanding, the observed behaviour is expected. Power BI currently utilises static parameters such as ENVIRONMENT, API_ENDPOINT, and COMPANY, which are defined during the initial configuration. These parameters do not dynamically reflect changes made within the Business Central user interface.

Please consider the following workaround, which may help resolve the issue:

  1. The issue of static data arises due to hardcoded connection settings. This can be addressed by using Power BI parameters to make the environment and company values dynamic, thereby reflecting the active context within Business Central.

Additionally, you may refer to the following links for further guidance:
Enabling Power BI integration with Business Central - Business Central | Microsoft Learn
Introduction to Business Central and Power BI - Business Central | Microsoft Learn
Power BI FAQ - Business Central | Microsoft Learn
Training for Dynamics 365 Business Central | Microsoft Learn

If you find our response helpful, we kindly request you to mark it as the accepted solution and consider giving it kudos. This will assist other community members who may have similar queries.

Thank you.

Hi, Thanks for replying, it seems what I need is not available yet.

LeytonLucas_0-1744312397410.png

 

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