Setup

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Power BI Insights Connector Setup

30 day Trial

Start your free trial

Embark on a journey to experience our product firsthand with a 30-day free trial.

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Item Attributes

Filter your data by up to 16 pre-selected Item Attributes.

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Budgets

Setup Budgets

View data and compare budget vs. actuals on a daily level.

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ABC Classification

ABC Classification is used to help identify the most important items, customers and vendors.

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Nonworking Days

Non-Working Days

Our applications are designed to accommodate non-working days, such as holidays and weekends.

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Companies

Company Setup

Select which Business Central companies you would like to import into Power BI.

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Units of Measure

Item Units of Measure

Manage inventory seamlessly by switching between boxes, pallets, cases, bottles, and more.

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Account Categories

Setup G/L Account Categories and classify your accounts into standard accounting groups.

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Date Filter Setup

Speed up the Power BI refresh time by setting start date filters.

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Aging Groups

Adjust aging buckets to your specific requirements.

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Dimensions

Dimension Setup

Filter your data by 15 custom dimensions, including Customer Group, Salesperson and Item Group Dimension.

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Measures

Measure Setup

Set custom lower and upper limits for a number of predefined measures.

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P&L Statement

Our Power BI Finance Insights app offers a fully customizable P&L Statement.

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RLS

Row-Level Security

Set up salespeople to only see their own sales data or set up project managers to view only their particular projects/jobs.

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Menu Color

Menu Color Setup

Have the power to customize your app menu with your company's unique colors!

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Power BI Setup

Install App Automatically

Enable Install this app automatically

If Install this app automatically is greyed out you will have to enable it in the Power BI Admin Portal.

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Schedule Data Refresh

Schedule automatic data refresh

Discover how to easily set up and schedule automatic data refresh in Power BI.

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Share Power BI Apps

Share Power BI apps with your colleagues

Step-by-step instructions on how to share Power BI apps with your colleagues:

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