Use this article to review standard Power BI reports that are used within Microsoft Dynamics 365 for Finance and Operations to pull out the relevant data from the system.
To review the default out-of-the-box settings and calculations used in Power BI follow the steps below:
Log in to LCS (https://lcs.dynamics.com/).
in the Power BI Desktop.
Click on Shared asset library.
Find Power BI report model.
Select any Power BI model file.
Click on the filename link.
Power BI report will be downloaded.
Open downloaded file on the Dev VM machine through Power BI Desktop app.
Select Edit Queries -> Data source settings.
Click Change Source button
To review the default out-of-the-box settings and calculations used in Power BI follow the steps below:
Log in to LCS (https://lcs.dynamics.com/).
in the Power BI Desktop.
Click on Shared asset library.
Find Power BI report model.
Select any Power BI model file.
Click on the filename link.
Power BI report will be downloaded.
Open downloaded file on the Dev VM machine through Power BI Desktop app.
Select Edit Queries -> Data source settings.
In the Server field, type in Server name value.
Click Close.
Click Apply changes button.
Click Refresh button.
In the SQL Server database window appeared, select Use my current credentials option.
Select the level to which you would like to apply the settings.
Click Connect.
In order to get data from Finance and Operations, go to System administration > Setup >Entity Store
Click Refresh button for the entity you need.
For instance, for the Microsoft Dynamics 365 for Operations Financial performance Power BI model file, refresh finance related entities.
After that, go back to Power BI Desktop and click Refresh.
All data will be displayed.
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