[Video] Power BI and Microsoft Dynamics GP 2018

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Microsoft's Power BI has come a long way over the last year. Microsoft is continually making improvements to the product, releasing new enhancements on a monthly basis. Power BI is a great tool that helps make sense of your data. It allows you to build reports and or dashboards that can be consumed in your organization to make better decisions, allowing you to see trends in data. Organizations can use Power BI desktop for self-service BI or publish reports and dashboards to the Power BI service (cloud) and share contents between users in an organization.

Power BI allows you to connect to multiple data sources. They can be on premise data sources or data sources in the cloud. An example could be connecting on premise GP database (SQL) and data from Dynamics 365 and or data in an Excel file.

One of the potential issues with connecting to on premise SQL is that you would need to deploy the Power BI Gateway and have it refresh the data model up to 8 times per day, which doesn't allow for real-time data. The best way to work with this limitation with GP data is to deploy Odata service for GP and connect it to Power BI

The main steps to get this working are:

  1. Setup Odata Service and expose the service externally
  2. Configure the Odata service in GP
  3. Connect GP Odata to Power BI
  4.  Add Power BIon your GP Home Screen

Microsoft has made it easy to get started. You can download Dynamics GP Content Pack here for Dynamics GP 2018. The content pack has reports built for the financial, Sales, Purchasing and inventory modules. The reports are a good starting point and allow you to modify them to make suite your organization.

Once you have built your reports and added them to dashboards, you can view these in the Power BI service or to make it easier for users, add these objects on their Dynamics GP home screen's in GP 2018.

We have only scratched the surface of what you can do with Power BI. Shawn Dorward, Microsoft MVP has a very good blog series on setting this all up. https://gplifehacks.com/2018/02/20/dynamics-gp-power-bi-what-it-does-and-how-to-use-it-new-for-gp2018

If you would like assistance with Power BI, contact the GP Support Team at Prophet Business Group.

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