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Setup
Upgrade Power BI App
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
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
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
Account Categories
Setup G/L Account Categories and classify your accounts into standard accounting groups.
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Date Filter Setup
Date Filter Setup
Speed up the Power BI refresh time by setting start date filters.
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Aging Groups
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
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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