Microsoft Dynamics NAV, Microsoft Power BI

Connecting Dynamics NAV 2013/2015 to the NAV content pack in PowerBI.com

PowerBI.com has a Dynamics NAV content pack which connects to Dynamics NAV 2016 out of the box. I’ve discussed about it here.

Customers using NAV 2013 or NAV 2015 can also connect to this NAV Content pack in powerbi.com.

Continue reading “Connecting Dynamics NAV 2013/2015 to the NAV content pack in PowerBI.com”

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Microsoft Dynamics NAV, Microsoft Power BI

Microsoft Dynamics NAV and Power BI (with O365) – Schedule Report Refresh

Have you tried Microsoft Power BI? If not go ahead and sign-up for a free trial now. You can watch the Getting Started video that will help you complete the required process and start using Power BI. For further information please visit the Overview and Learning section.

In this blog, I would like to show how the excel reports (which are using the NAV OData feed) in Power BI site can be setup for refresh of the data.

1. In Microsoft Dynamics NAV 2013/2015, create a Query/Page object with all the required data for your Power BI report. For example, NAV 2015 create a Query with Sales Invoice details as shown below in NAV 2015:

Continue reading “Microsoft Dynamics NAV and Power BI (with O365) – Schedule Report Refresh”