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[John Koo]

Hello experts, this might be a silly question but I am wondering if any one of current Jet Reports (Essential, Professional, Express, or Enterprise) has a capability to query the data in could basis NAV? If not, what would be the solution for the business reporting tool? (Power BI?) 

Thanks,
John

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John Koo
NAV Knowledge Services & Support Analyst
Altus Dynamics

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[AJ Ansari]

Hi John,

All of the tools you’ve referenced – Jet Reports (each of the editions) and Power BI – work with a cloud-based deployment of NAV (whether it’s hosted on Azure, or other public/private cloud).

However, if you are referring to Dynamics 365 for Financials, as the subject indicates, I should point out that it isn’t cloud-based-NAV. It’s a completely different and standalone product, but it does share some commonality and codebase with what we have in NAV.

With regards to Dynamics 365 for Financials, Power BI works for sure. To the best of my knowledge, Jet Express and Jet Essentials / Professional will not work at this time. But Jet Enterprise might (I’ll defer to someone else to confirm that last one). 

I hope this helps!

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AJ Ansari
NAV Product Manager
InterDyn BMI
Houston TX
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[Andrea Riviezzo]

This probably is not the most helpful (hopefully in the ball park of your ask), but we have Jet Enterprise and PowerBI, and are currently looking at Dynamics 365 Sales to replace SalesForce. We would upload NAV data into Dynamics 365 Sales which all works, and we can make PowerBI reports out of there. We use JET to run financial data or make quick slice/dices in a cube (that sometimes give us some more raw).   
One thing I learned this past week, you can use Jet Cubes as the backdrop for PowerBI, why this is important is raw data out of NAV into PowerBI can be a lot to work with. The Jet Cube already combines the data so you just select which cube fields you want and away you go in PowerBI. That sounds like a lot of solutions for the same thing, maybe a bit overkill, but PowerBI and JET have strengths and weaknesses, and when pushed together they work nicely.  
How to Connect Power BI to OLAP Cubes

Jet Reports Knowledgebase and Resources		remove preview
How to Connect Power BI to OLAP Cubes Overview When using Power BI Desktop, it is possible to develop reports against your Jet Enterprise OLAP Cubes. This article outlines the steps required to connect to your Cubes through Powe… View this on Jet Reports Knowledgebase and Resources >

Also, if you’re interested there is a free edX course on PowerBI and the Jet website has some nice starter templates. 

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Andrea Riviezzo
Inovonics
Louisville CO
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[John Koo]

Thank you all for your advice, probably I meant Dynamics 365 Financials. 

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John Koo
NAV Knowledge Services & Support Analyst
Altus Dynamics

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[Ramin Marghi]

In addition to what AJ mentioned about PowerBI, the other thing you can do (which we’ve been playing around with recently) is using PowerQuery within Excel to bring in data via OData (v4) and adding it to the Data Model.

The process is basically to create a new Data Set in the Web Services page, then publish that and consume it in Excel using the OData v4 link:

But one thing you need to ensure is that the current user is enabled to access D365F via Web service (with a generated Access Key):

Then, within Excel, you can add it into your query, then load it into your Data Model:

One thing you could hypothetically do to get data from D365F into Jet Reports is by purchasing an OData ODBC driver and using that to connect through Jet’s Universal Connector — although that’s a bit of an onerous task to get the data into Jet, if you ask me.

Hope that helps!

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Ramin Marghi , CPA, CGA
NAV Finance Consultant
Catapult
VANCOUVER BC
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[Tristan Threlkeld]

Thank you all for your interest in Jet Reports and our product that will be available for D365 Financials. We are currently hard at work in the development of a D365 extension that will be available in App Source. This product is anticipated to be released in Q3 of this year and will allow Jet Reports to connect to D365. We are very excited to get this product out and into the hands of the end-users.

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Tristan Threlkeld
Channel Manager
Jet Reports
Portland OR
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[Kris Ruyeras]

This is exciting to hear that Jet is working on a connector with D365. Thanks for the heads up.

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Kristoffer Ruyeras
Director of Business Technology
Seattle, WA
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[Kris Ruyeras]

On a separate note, PowerBI would be an option for D365 as it has a template (Content Pack). If you need to pull that data into Excel, you can then install PowerBI Publisher for Excel that allows you to create “Pivot” reports against the data set for PowerBI.

Pivot – Base on Dataset or Report from PowerBI

But as others noted, if you already have an established Jet Enterprise, it’ll save you time from having to build a dataset for PowerBI.

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Kristoffer Ruyeras
Director of Business Technology
Seattle, WA
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