How To Set Up Business Central

The Badger features in Business Central enhances the analyzing capabilities in the Badger Power BI reports regarding which data and how the data is presented.

How To Set Up Account Groups

Badger makes it possible to create your own account groups, which enables you to create customized balance sheets and income statements in Power BI.

Step 1: Create Custom Account Groups

  1. Choose the search icon (ALT+Q), enter Badger Setup, and then choose the related link.
  2. Add an account group by typing in a Name and a Description of your choice on the Account Schedule FastTab.
  3. Select the Edit account schedule rows action.
  4. Proceed to fill the fields as necessary. Hover over a field to read a short description.

Example of an Account Schedule

Account Schedule

Characters to use in the Totaling field
Character Example Description
.. 1..10 Means 1 through 10
| 1|10 Means 1 and 10
Note

You can combine both characters to filter intervals and individual accounts in the Totaling field. (5010..5050|6070 means account 5010 through 5050 and 6070.)

Step 2: Synchronize the Account Schedules to the Badger Reports

  1. Select the Sync account schedules action on the Account Schedule FastTab, to synchronize the changes to Power BI.
Note

Synchronize the account schedules when you have created or modified an account group, or if you have added an account to the chart of accounts included in an account group.

Note

The Account Schedules can be used in Badger - Finance and in the Badger Power BI file when selecting the Finance area.

How To Set Up Badger Fields

The Badger Power BI reports initially contain a fixed number of fields, so-called dimensions. To be able to add more fields, both standard fields and custom fields, you can use the Badger Fields in Business central to map the fields you want to be able to use in Power BI.

Tip

With the Badger Fields you can add data to the Power BI reports which makes it possible to add custom fields.

Note

The Badger Fields in Business Central adds the possibility to map 10 extra fields per web service page.

  1. Choose the search icon (ALT+Q), enter Badger Fields, and then choose the related link.
  2. Select New to open the Badger Fields Setup Card.
  3. Select which page you want to add fields for on the General FastTab.
  4. You can specify the number of the fields you want to add on the Fields FastTab by typing them manually or by using the assist edit button (...).
Important

You cannot add the same Badger Service Name more than once.

See Also

How To Set Up Badger Fields in Power BI