Business performance analytics – record to report data model

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Users by admins, makers, or analysts Apr 28, 2023 Apr 2024

Business value

Financial and non-financial data and metadata are brought into Dataverse and transformed into analytical tables, allowing you to build well-defined and readily available relationships between ledger, subledger, and source documents from multiple systems. This provides a single data source for reporting. It gives customers scalable and consistent access to their data, democratizing report writing to the accountant while removing the need for developer intervention.

Feature details

A data model that is created by business processes and visible in Excel and Power BI will allow users to easily create and edit reports.

With the full power of Excel and Power BI, you can now access the data you need in the tool you use most and generate transaction-level reports quickly and without support from developers.

Vendor AP detail

Financial analytical reporting

Financial analytical reporting fields

Trial balance

Trended income statement

AP transaction detail

See also

About business performance analytics (docs)