Dynamics NAV 2018 -> PowerBi filtering

claras · 2018-01-31

Do anybody have a nice guide how to make the filtering from NAV link through to a PowerBI Report?

I want to set a filter on a item report so that it only shows data for the selected item in the powerbi factbox that has been added with NAV 2018.

I cannot seem to find any guides/videos for this yet

KentTranberg · 2018-02-08

You need to have a field in your data set matching the primary key field on the list you are using. In your case you need to have an Item_No field. You must add this field to "Report Level Filters" in your Power BI report.

My example below is from a customer report for the customer list.

Furthermore - look at this link http://printvis.com/tip-of-the-week-132-new-power-bi-reports-factbox-in-nav-2018/

And i guess this it the real documentation: https://docs.microsoft.com/en-us/dynamics365/financials/across-how-use-powerbi-reports-factbox

KentTranberg · 2018-02-08

You need to have a field in your data set matching the primary key field on the list you are using. In your case you need to have an Item_No field. You must add this field to "Report Level Filters" in your Power BI report.

My example below is from a customer report for the customer list.

Furthermore - look at this link http://printvis.com/tip-of-the-week-132-new-power-bi-reports-factbox-in-nav-2018/

And i guess this it the real documentation: https://docs.microsoft.com/en-us/dynamics365/financials/across-how-use-powerbi-reports-factbox

claras · 2018-02-09

Very cool, thanks for the help. I will play around with later and update the post when I have everything working

claras · 2018-02-09

Works perfect

Thank you!

Dynamics NAV 2018 -> PowerBi filtering

Best Answer

Answers

Categories