User Guide
Publish the Power BI files to Power BI Services
To be able to see the Power BI reports in Business Central
- Open a Badger Power BI file in Power BI Desktop.
- Select Publish and then choose a Workspace.
- The Power BI reports and dataset will be published to the Power BI Service
See more information on Microsoft Learn
Note
You can publish the reports to your own workspace if you are the only one that will use the reports, or create a shared workspace to share the reports with others.
Tip
Once the Power BI reports are published to Power BI Services, you can to select them in Business Central, making it possible to see and manage the reports in Business Central.
Badger - Sales in Power BI Desktop
The Badger Sales report consists of a total of four tabs and in Power BI desktop you can see all the tabs.
From the Sales overview tab, it is possible to navigate to the Customer and Item tab by right-clicking in the chart (on a specific period).
The chosen period will be set as a filter on the selected tab. So if, for example, you right-click on period 2020-02 in the overview chart and select Customer, then you see customer data for the period 2020-02. Choose to expand Filter to see which filters are available.
Badger - Finance in Power BI Desktop
On the Income Statement overview tab, there are two diagrams that illustrate the result per month and accumulated. When a chart is selected, the data on which the chart is based on is displayed. Under Filter you see which filters are available.
The Income Statement tab provides details for the income statement accounts. Use date filter to see only a specific period. If you want to see transactions for only one account the account can be selected by clicking on it.
Configure scheduled refresh
To see how to schedule refresh to keep the data up to date, see Microsoft Learn