Update to PowerBI content package for Dynamics NAV


We have updated our PowerBI content package for Dynamics NAV. The following list outlines the changes:

  1. Data issues for the NA and GB versions
    The NA and GB versions currently have issues due to special code on web services and the use of accounting periods. The fix was provided with Dynamics 2016 Cumulative Update 2.
  2. No finance data in Dynamics NAV demo data
    The standard demo data in Dynamics NAV is based on a future date currently with dates in 2016 and 2017. But when we extract data for PowerBI, we use the calendar data for the Finance reports, and as a result, you won’t get any finance data when running on a standard Dynamics NAV demonstration database. The Sales report will not have date filters applied.

To avoid having empty finance charts, we’ve decided to remove the filters in the finance reports from the package. An updated package will be available in a week or two. We will update this blog post when the updated package is available.

Unfiltered finance data is a bit unusual, and this will obviously result in some not-so-pretty charts for finance when you run on demo data, but at least they are not empty. Obviously you want to filter data when your running on real life production instances.

If, in the meantime, you want to achieve the same result with the current package, you must deploy the current PowerBI content package for Dynamics NAV, and then modify the dashboard as described here:

  1. Go to the Finance report and select Edit Report.
  2. Select the date slicer and remove the filter (the little eraser icon).
  3. Check each chart by selecting it and check the filter in the right side.
  4. Pin each of the four charts to the dashboard, and save the page.
  5. On the dashboard, replace the existing four finance charts:
    1. Edit the titles, so they match the corresponding existing charts.
    2. Resize the new charts so they match the corresponding existing charts.
    3. Remove the four old charts.
    4. Re-position the new charts so they’re placed where the old ones were.

 

Comments (6)

  1. Jonny McMullan says:

    Well, even the “in the meantime” suggestion fails to work! Really disappointed with quality of support from Microsoft on this issue. Been trying for weeks now to get this resolved. Please stop releasing stuff with fundamental errors. Happy to wait a little longer for something that works out of the box.

  2. JL says:

    Please make available the .pbix Content Package for testing/demonstration purposes as we are on a huge transformation project to implement NAV2016 on Azure accross around one hundred companies

    Thank you!

  3. Pallea says:

    I totally agree.. Makes no sense to only make it available online..I want to use it using the PowerBi desktop-client!

    Thanks
    Palle

  4. paolo titta says:

    I agree
    need a portable demo version to show to our customers

  5. Trond Solheim says:

    would also really like the content package so I could use it on the desktop client, and change it for our customers.

  6. Paolo Liverani says:

    +1 We need to .pbix to be able to use it with the PowerBi desktop-client.
    I really hope you will give us a positive response very soon.
    Thank you.
    Paolo

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