Power BI with NAV - Simple Report

Hi All,

Power BI with NAV - Basics : This topic will help you to create a simple report.

You can refer to my below post on how to connect to NAV OData Service from Power BI and see the default dashboard created by Power BI.
https://nandeshgowda-navblog.blogspot.in/2016/09/power-bi-and-dynamics-nav-2016-getting.html


You can refer  below link for basic Concepts of Power BI Service
https://powerbi.microsoft.com/en-us/documentation/powerbi-service-basic-concepts/

You can build report with other data sources as well  for ex : Files ( CSV, Excel), Azure Database, etc.

Now we will use existing Microsoft Dynamics NAV Dataset to create a report.

1) Click on your Dataset on which you will create your reports, it will open a blank page with the Dataset fields on right hand side.

2) You can create a copy of existing report by using Save as option.

3) You can see Visualization Tool on the right hand side.




4)  Add a Line Chart Visualization Tool from right hand side Tool window. Select the fields  for the Visualization. I have selected  Posting Date and Sales Amount Actual fields. you can drag and drop the fields.

You can set Report level filters to the Report.



5) You can Save  the report by giving Report Name.



6) Saved Report will be Visible under Report section





7) Finally you can pin the Page to Dashboard.



Thanks & Regards,
Nandesh Gowda