Power BI & Dynamics GP - GPUG
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Transcript of Power BI & Dynamics GP - GPUG
Shawn Dorward | @ShawnMDorward | [email protected]
Shawn Dorward
LifeHacks365.com
Schooled in Accounting but passion is technology and business process efficiencies.
• Long Time Dynamics GP User and GPUG FAN!• Almost 20 Years of Accounting and GP experience• GPUG Summit Planning Committee (2014-Present)• GPTech Planning Committee (2018)• Charlotte Regional Chapter Leader (2012-Present)• Charleston Regional Chapter Leader (2017-Present)
• BUSINESS APPLICATIONS SUMMIT
Personal Blog: http://LifeHacks365.com/Company Blog: http://interdynartis.com/blog/
Shawn Dorward | @ShawnMDorward | [email protected]
Shawn Dorward
LifeHacks365.comLifeHacks Blog Series
Using Custom Links in Dynamics GP
• Change Which App is Used When Making a Phone Call• Using Skype for Business from within Dynamics GP• Adding Custom Links for Vendors• Adding Custom Links for Inventory Items• Adding Custom Links for Employees• Adding Custom Links for Checkbooks, Credit Cards and Currency• Adding Custom Links for Customers
Shawn Dorward | @ShawnMDorward | [email protected]
Shawn Dorward
LifeHacks365.comLifeHacks Blog Series
Replace Management Reporter with Free Jet Reports!
• What is it, and how do I Download Jet Basics• Install Jet Basics• Connect to Datasource• Run GP Update Utility
Shawn Dorward | @ShawnMDorward | [email protected]
Shawn Dorward
LifeHacks365.comLifeHacks Blog Series
Turn SmartLists into Awesome Lists using Search Wild Cards!
• Advanced Search: Using Wildcards and ANY FIELD• Using basic search requirements AND Field comparisons!• Maximum Records & Search Types (And/Or Logic)
Agenda
• Install OData Service• Configure OData Service• Connect OData to Power BI• Power BI on Home Screen
Install OData Service
Install OData
• From software “DVD” file
Configure OData Service
Configure Odata Service in GP
• Update the endpoint that was specified in the previous step
Microsoft Dynamics GP/Tools/Setup/System/OData/Configure OData Service
Select Data Sources to Publish
Microsoft Dynamics GP/Tools/Setup/System/OData/Data Sources
Publish Data Sources
Microsoft Dynamics GP/Tools/Setup/System/OData/Publish OData
Assign User Access
• Without this step, users will receive an error
Microsoft Dynamics GP/Tools/Setup/System/User
Test Connection
• Use URL from Publish Step and try to connect in browser
Connect OData to Power BI
Connect to Power BI Desktop
• Connect to OData
https://powerbi.microsoft.com/en-us/desktop/
Add Odata Feed
• Connect to OData
https://powerbi.microsoft.com/en-us/desktop/
Select Specific Feed
• This is a list of published feeds
https://powerbi.microsoft.com/en-us/desktop/
Build Reports in Power BI
Build ANY report in Power BI
• Doesn’t have to be GP Data• Save it to a dashboard
Add Power BI to GP Home
Obtain Client ID
• In order to connect Dynamics GP to Power BI, Dynamics GP needs to be registered as an approved application on your Power BI account.
• Correct Link• https://dev.powerbi.com/apps
Microsoft Dynamics GP/Tools/Setup/System/Reporting Tools Setup
Configure Client ID
• Window MAY have changed slightly (Power BI is always updating)
Microsoft Dynamics GP/Tools/Setup/System/User
Update Client ID
• Add Client ID in GP
Microsoft Dynamics GP/Tools/Setup/System/User
Sign In when Prompted
• Authenticate with same account you use for Power BI
Customize Home Screen
• Once Authenticated, you can add Power BI to your dashboard on your homescreen
Select Reports from Dashboards
• Only reports on a Power BI dashboard will be made available
Using Custom OData
Customize With Views
• Create View• Add Object in Data Sources• Select in Data Sources• Publish Odata Feed
Using Gateway
Using Gateway
• The On-premises data gateway acts as a bridge, providing quick and secure data transfer between on-premises data (data that is not in the cloud) and the Power BI, Microsoft Flow, Logic Apps, and PowerApps services.
Install Gateway
• https://docs.microsoft.com/en-us/power-bi/service-gateway-install
New Reports in GP
• Build Locally• Publish to PBI Service• Pin to Dashboard• Add to GP Home Screen
Thank You!!
Shawn Dorward | @ShawnMDorward | [email protected]
Shawn Dorward
LifeHacks365.com
Schooled in Accounting but passion is technology and business process efficiencies.
• Long Time Dynamics GP User and GPUG FAN!• Almost 20 Years of Accounting and GP experience• GPUG Summit Planning Committee (2014-Present)• GPTech Planning Committee (2018)• Charlotte Regional Chapter Leader (2012-Present)• Charleston Regional Chapter Leader (2017-Present)
Personal Blog: http://LifeHacks365.com/Company Blog: http://interdynartis.com/blog/
