Create and modify reports by using Power BI
Power BI is a tool that promotes data exploration. By using Power BI tools, you can interactively explore data to truly understand it. You can pivot columns, change the shape of charts, filter data, and share reports. These reports can then be embedded within a workspace in finance and operations apps. Power BI is especially useful for creating dashboards and non-document reports or any report that does not require printing.
Ready-made Power BI reports are available in Lifecycle Services and the PowerBI.com marketplace. However, sometimes you will need to create and modify your own Power BI reports.
Create a Power BI report with finance and operations apps data
To create a report, you will need to use a finance and operations development environment, Visual Studio, and either Power BI Online or Power BI Desktop. Power BI uses the Open Data Protocol (OData) endpoints that are available from finance and operations entities. To connect to Dynamics 365 Unified Operations data, you can connect using an OData feed in Power BI. You can then select the database and entities that you want to load.
When you have the data loaded, you can drag fields to the canvas to manipulate the data. You can select from a variety of visualizations to explore data, create calculations, and combine multiple aggregate measurements. After the report is finished, you can then push the report to your production environment.
Watch the following video to learn how to connect to your data in finance and operations by using Power BI:
Modify a Power BI report
Unlike SSRS reports, which require multiple reports to see different views of the same data, Power BI can be used for quick and simple manipulation of how your data is viewed. You can adjust existing reports to filter data as you need it.