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Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

Sample excel Data “Financial” worksheet and Power BI

January 23, 2021 by alirazazaidi

In October update, Microsoft released Financial worksheet as sample data to explore Power BI. MSDN also have some good articles and walkthrough to make different visuals in Power BI on this sample data.

Following Video I recorded to explore Financial worksheet and following steps from one of article on MSDN. Only difference in D365 finance operations and excel is connectivity, rest of things are same. If you able to build dashboard with excel. then you will able to fetch data from D365 for finance and operations and build dashboard on it.

Wish, some day, I build my complete tutorial on Power BI. May that day come, Please enjoy below video. Please subscribe my youtube channel. سررتُ بلقائك

اراك قريبا See you soon.

Filed Under: Dynamics 365 for finance and operations Tagged With: Power BI

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About

I am Dynamics AX/365 Finance and Operations consultant with years of implementation experience. I has helped several businesses implement and succeed with Dynamics AX/365 Finance and Operations. The goal of this website is to share insights, tips, and tricks to help end users and IT professionals.

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Content published on this website are opinions, insights, tips, and tricks we have gained from years of Dynamics consulting and may not represent the opinions or views of any current or past employer. Any changes to an ERP system should be thoroughly tested before implementation.

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