Setup

 

Power BI Insights Connector Setup

Business Presentation

Company Setup

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

Measure Setup

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

Aging Groups

Adjust aging buckets to your specific requirements.
Smart Alarm System

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.
Performance Meeting

Dimension Setup

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

G/L Account Categories

Setup G/L Account Categories and classify your accounts into standard accounting groups.
Man at his Desk

ABC Classification

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

Item Attributes

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

Setup Budgets

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

Date Filter Setup

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