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Power BI Table Extensions

Many of our customers and partners frequently inquire about how to incorporate extension fields into Power BI. The standard approach involves creating a new REST API web service in Business Central and leveraging the Power BI composite models capability. This method allows for the extension of standard semantic models with additional data sources and remains the recommended strategy for integrating new tables into Power BI.

Introducing Power BI Table Extensions

For simpler extensions, such as adding a new field to the Item table, we are excited to introduce "Power BI Table Extensions." This innovative feature enables the integration of new fields from Business Central into Power BI without the need for development, offering significant time and cost savings. Eliminating the need for API development and semantic model extensions reduces both initial setup and ongoing maintenance efforts, allowing you to focus on utilizing Dynamics 365 Business Central data more effectively to derive insights and drive organizational success.

Configuring Power BI Table Extensions: A Step-by-Step Guide

Open the Power BI Insights Connector and navigate to Related > Table Extension Setup.

Open Table Extension Setup.png

The Power BI Table Extension Setup page will open. Here, you can easily select the desired field from the "Field ID" column that you wish to import into Power BI. Drill down in the "Field ID" column to view a list of all fields available in the selected table. 

Power BI Table Extension Setup.png

Extension fields are available for the following apps and tables:

  • Sales (Customer, Item, Sales Header, Sales Line, Sales Invoice Header, Sales Cr.Memo Header)

  • Purchasing (Vendor, Item, Purchase Header, Purchase Line, Purch. Rcpt. Line)

  • Inventory (Item)

  • Jobs (Job)

  • Manufacturing (Item, Production Order)

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For fields not involved in calculations, the text data type is suitable. However, Decimal and Date data types are also supported for fields requiring mathematical or date calculations within Power BI.

Note that this setup is per tenant, not per company, meaning the new fields will be accessible across all companies in your Power BI reports.

After completing the setup process, proceed to initiate a manual data refresh in your Power BI Workspace to integrate the selected extension fields.

Refresh Now.png

The selected extension fields will now be available in your Power BI reports as filters or fields in the cube reports. Display these fields by setting "Show More" to "true". 

Item Sales Cube.png

The newly added fields are now integrated into your Power BI semantic model, enabling you to leverage them for crafting new reports in Excel or in Power BI by utilizing standard semantic models.


By following these instructions, you are equipped to enhance your Power BI reports with extended data from Business Central. 

We Value Your Feedback
 

We encourage you to explore this latest feature and share your thoughts with us. If you identify additional tables requiring extension fields, please inform us so we can include them in our future product updates. 

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