Power BI

Power BI is used to create interactive visualizations and self-service reports for Microsoft Dynamics 365 for Finance and Operations. Power BI can connect to multiple data sources, both on-premises and in the cloud, to create combined reports and dashboards. Developer or power users can use Power BI desktop to author stunning Power BI visualizations and distribute them within the organization. Once these reports are published to https://powerbi.microsoft.com/en-us/, they can be pinned to the Dynamics 365 for Finance and Operations, Enterprise edition client to provide interactive visuals that are related to business processes. You can also write X++ extensions for embedded reporting scenarios that require the following:

  • Drill-down navigation into detailed pages in response to user interactions
  • Report filters based on user and session context information, such as company or date range
  • Ability to navigate directly into a specific tab within a Power BI report via menu items

Several new concepts have been introduced in Dynamics 365 for Finance and Operations, Enterprise edition to enable aggregate data for analytics and BI perspective. Developers need to understand these concepts and constructs to extend or enable analytical data for their custom solutions. The following are some key concepts related to business analytics:

  • Aggregate measurement and dimension: Aggregate measurement is a model that contains a collection of measures, along with their corresponding dimensions. As a developer, you can model these measures and dimensions using Visual Studio.
  • Aggregate data entities: Aggregate data entities are read-only data entities that are used for reporting purposes. You can create aggregate data entities by directly referencing aggregate measurements and aggregate dimensions. You can use/consume information from an aggregate data entity.
  • KPIs: A developer can model a KPI definition in Microsoft Visual Studio. After a KPI has been defined, users can customize it at runtime.
  • Entity store: Entity store is a database dedicated to reporting and analytical purposes. In Finance and Operations, you can set up batch jobs to synchronize data entities and aggregate entities to an entity store database. Every Finance and Operations installation comes with a default entity store DB. Entity store can be used to write Power BI and any other analytical and reporting needs. 
More details about other reporting and analytics capabilities will be given in the next chapter. You can also follow the developer documentation page to learn more about reporting options and tools: https://docs.microsoft.com/en-us/dynamics365/operations/dev-itpro/dev-tools/developer-home-page#analytics.
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