PowerBI PowerBi Extra is a tool or feature designed to enhance the data visualization capabilities in the Microsoft Dynamics 365 Business Central software environment. Its primary function is to enable users to access and display a comprehensive set of data visualizations, often comprising various charts, graphs, and reports, all from within the Business Central platform.
This enhancement is particularly valuable because it simplifies accessing and analyzing data. Instead of switching between different applications or tools to view multiple visualizations, users can remain within the familiar Business Central interface. By providing a full display of these visualizations, PowerBI PowerBi Extra offers a more holistic and efficient way for users to gain insights from their data.
In practical terms, this means that users can quickly access and interact with diverse data representations, aiding in decision-making, trend analysis, and data-driven actions directly within the Business Central environment. This streamlines workflows saves time, and enhances the user experience for those working with complex data sets or business intelligence needs.
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PowerBI Extra is currently available on Cloud, Software As A Service (SAAS) only.
Availability of
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PowerBi Extra Functionality
PowerBI PowerBi Extra can be found on many pages (the full list including screenshots is available at the end of this documentationas listed in the below screenshots). It can be seen on List Pages and even Card Pages. The availability of this add-on is seen within the Factbox Pane, Details section.
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It is important that the user acquires the
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PowerBi Licence to have this functionality available for use, otherwise, the above section will not appear within the fact box area.
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By analysing and retrieving data from Business Central pages, the add-on transforms it into an easy-to-understand graphsgraph. Whether the add-on is available on sales orders, bank accounts, assets or and item pages , users can spot trends, patterns, and anomalies that might go unnoticed when viewing the entire page alone. It Therefore it gives the user a quick overview of the page in a very concise manner.
Adding a
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PowerBi Report
Users can add a new report by clicking on the ‘Select reports’ hyperlink. This in turn directs the user to a modal to choose the desired PowerBI PowerBi Report.
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From here the user chooses the report and the add-on immediately sets up the graph or other graphical data to the corresponding page.
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Copying Image
When hovering over the PowerBI PowerBi add-on the user can copy the image with the caption included by clicking on the below icon:
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If for some reason the user previously chose an incorrect report to display on screen, it can be changed by clicking on the PowerBI PowerBi heading, which will show multiple options. Then the first option 'Select Report’ must be chosen and the same process as mentioned before must be followed.
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If the user wishes to further expand and and view the graph of relevant information at a bigger scale, the user must once more click on the PowerBI PowerBi heading and choose ‘Expand Report’ option.
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If the user needs to edit something within the report visualization itself it can be done by choosing the ‘Manage Report’ option from the drop-down.
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Edit Mode:
Once this option is chosen, the user will be directed to a more detailed aspect and view of the report itself. The user will be set inside the ‘Edit Mode’ panel at first as seen below.
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Editing Mode Ribbon
File Drop-down Menu:
From here the user has the ability of either saving the report or saving a copy of the report by clicking the File drop-down button from the editing ribbon, and choosing one of the two options:
Save (which saves the modifications that were done to the report layout and applies the changes immediately)
Save as (which saves a copy of the report changes that have been done).
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Once the Save button is chosen the user no longer has the ability to edit the Power BI report for a few seconds because the editing area is disabled. Then the user can edit as much as they desire, because the editing area is enabled for editing again.
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If there were some mistakes, the user can also choose to cancel the saving process by clicking the Cancel button.
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View Drop-down Menu:
From the same editing ribbon the user has the View drop-down menu.
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Moreover, the edited report can be saved from the File drop-down menu within the ribbon as explained previously.
View Mode:
The user also has the option to view the report in an enlarged mode and also apply filters to by choosing the View Mode button.
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Refreshing the Page:
The available Power BI graphical report can be refreshed using the Refresh Page button.
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The last option within the drop-down menu is the Reset All Reports functionality. This button resets all Power BI setup in Business Central, for all users. Reports with the users Power BI workspace are not affected but need to be removed manually.
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Pages where Power BI Extra is available:
Below are the pages where the PowerBI PowerBi Extra add-on is available when enabled:
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