Setup

Company Setup

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

Measure Setup

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

Aging Groups

Adjust aging buckets to your specific requirements.

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.

Dimension Setup

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

G/L Account Categories

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

ABC Classification

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

Item Attributes

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

Setup Budgets

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

Date Filter Setup

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