DYNAMICS GP 2016 CUBES & MICROSOFT POWER BI–PART 3

In my previous post we walked through setting up and configuring the on premise  data gateway for Microsoft Power BI.  In this final post I’ll guide you through creating a report in Power BI using your on premise data.

The first thing we need to do is create a dataset inside of Power BI.

To create the data set you click on the Create option in the top right corner of the screen.

When you click on create you will choose the Dataset option as pictured below.

That will bring you to a screen as shown below. Here we are going to select Database.

We’re going to select SQL Serer Analysis Services.

We are now brought to a list of data sources. We can see our existing gateway that we have setup and configured. We will select that.

When you select your gateway you will be presented a list of cubes that are on your server. In our instance we’re going to choose the SALES cube.

Once we click on connect you will be shown a screen similar to the one below.

We can now see our freshly imported dataset.

So we have data to work with lets create a simple report shall we? To get the ball rolling click back on the create button in the top right and select report.

Here you are provided a list of available datasets to choose from. We’re going to select SALES and then hit the create button.

Once you hit create you are brought to the report editor screen as seen below. You are now free to create your report in any manner you need.

I created a slicer for the customer name.  Then I choose a graph for the QTY sold and put the data axis on the product generic description. When I select my various customers the data changes accordingly.

When you are ready to save your report simply click on File > Save.

jcox@hexoma.com