New Power BI Apps for Business Central Version 25.1

In this video, UG Expert Jason Chance reviews the new Power BI apps available for Business Central version 25.1.

This episode is sponsored by the AI Copilot Summit NA, taking place March 17-19, 2025 in San Diego, California.

Key Takeaways

• Overview: The new Power BI apps available with Business Central version 25.1 can be found in AppSource for Power BI. To use these apps, ensure your Business Central environment is on version 25.1, as this version includes the necessary connectors without any additional configuration.
• Finance apps: To install the Finance Power BI app for Business Central, go to the app section in Power BI, search for the app, and click “get it now” to install it. Once installed, the app will open with demo data, and you will need to connect it to your data.
• Finance reports: To preview finance reports in the Power BI app, you can view them with sample data and explore various metrics like liquidity and profitability. When ready, connect the app to your data by specifying the environment and company you want to use.
• Refresh data: After entering the environment name “Noah” and the company name “Cronus Advanced,” the Power BI app will connect and refresh the data, which usually takes less than a minute. While waiting, you can explore other new apps provided by Microsoft for Dynamics 365 Business Central, such as sales reports, inventory reports, and more.
• App functionality: Most Power BI apps start with an Overview Dashboard page and then provide detailed insights into various aspects like inventory by location, item, purchase, and sales quantity. The apps include a Filters pane for easy navigation and filtering of data. Each app comes with a semantic model (data set) and a report (visual representation), and the data refresh schedule can be customized as needed.
• View data: You can manually refresh the data in your Power BI app by clicking the refresh button or updating the parameters for the company and environment. Once refreshed, you can view the updated data, such as the profitability for your Cronus advanced company, and explore the improved visibility and comprehensiveness of the new Power BI apps for Business Central.
• Sales reports: In the sales report app, you can analyze daily sales by year and day, view sales by item and customer, and drill down into specific items or customer sales. If the provided reports don’t fully meet your needs, you can create custom sales reports based on the available sales data.
• Create custom reports: The data set is well-structured with dimensions and measures, allowing you to easily drag and drop fields like customer number and name, and add measures such as sales amount and quantity. You can explore, slice, and dice the data to create custom reports, and save them in the workspace.

AI Copilot Summit NA is an AI-first event to define the opportunities, impact, and outcomes possible with Microsoft Copilot for mid-market & enterprise companies. Register now to attend AI Copilot Summit in San Diego, CA from March 17-19, 2025.