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Ajay123 Regular Visitor
Regular Visitor

PowerBI on Dynamics 365 - GL/Main Tables

Hello,

 

I have a requirement wherein I need to connect to Dynamics 365 source from PowerBI Pro - and report GL Main Accounts balances (Budget vs Actual and Debit vs Credit), but I am unable to find the correct D365 tables where these columns are available.

 

I tried downloading the dataset for Dynamics365 Financials Content pack, wherein I see the details of Main Accounts (entity) and measures (see screenshot),  but do not see the measures (see second screenshot) when connected to actual tables in D365 from PowerBI.

 

Kindly help in getting the right D365 tables wherein these measures are available.

 

D365 Financials Content pack - dataset exported to excel.pngPBI - MainAccount table columns.PNG

 

 

1 ACCEPTED SOLUTION

Accepted Solutions
Birdjo Member
Member

Re: PowerBI on Dynamics 365 - GL/Main Tables

@Ajay123, if you're a system admin you can do the following:

1. Open the form you want to get in Dynamics 365.

2. Right click on the form.

3. Hover over form information

4. Click on Form name: XXXXXX

5. Click Administration

6. Scroll down to find the query statement.

 

This will give you the query used to generate that form. You can try to copy it to Power BI.

 

8 REPLIES 8
Birdjo Member
Member

Re: PowerBI on Dynamics 365 - GL/Main Tables

Hello,

You can look at the General Ledger entities here

Community Support Team
Community Support Team

Re: PowerBI on Dynamics 365 - GL/Main Tables

Hi @Ajay123,

 

I'd like to suggest you use import function to load this pivot table from excel workbook.

 

Capture.PNG

 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin Sheng
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.



For learning resources/Release notes, please visit: | |
Ajay123 Regular Visitor
Regular Visitor

Re: PowerBI on Dynamics 365 - GL/Main Tables

Hi Birdjo,

 

Thanks for your response Smiley Happy

 

I checked the link that you shared, but could not get details on the column/attributes required - where can I possibly get this information ?

 

 

Thanks,

Ajay

Ajay123 Regular Visitor
Regular Visitor

Re: PowerBI on Dynamics 365 - GL/Main Tables

Hi Xiaoxin Sheng,

 

Thanks for your response.

 

The problem that I am facing is, I am unable to find the correct table & column names which I have to use to build PowerBI reports for Credit vs Debit and Budget vs Actual expenditure for GL Main accounts.

 

Any information on this would be of greatl help.

 

Thanks,

Ajay

Birdjo Member
Member

Re: PowerBI on Dynamics 365 - GL/Main Tables

@Ajay123, if you're a system admin you can do the following:

1. Open the form you want to get in Dynamics 365.

2. Right click on the form.

3. Hover over form information

4. Click on Form name: XXXXXX

5. Click Administration

6. Scroll down to find the query statement.

 

This will give you the query used to generate that form. You can try to copy it to Power BI.

 

Oshin2010 Frequent Visitor
Frequent Visitor

Re: PowerBI on Dynamics 365 - GL/Main Tables

Hi Ajay,

 

I am having a similar issue.  I need to build a Trial balance by dimensions.  

Did you manage to find your tables?

 

Os

Oshin2010 Frequent Visitor
Frequent Visitor

Re: PowerBI on Dynamics 365 - GL/Main Tables

Hi Ajay,

 

Did you manage to do it?  I am facing similar issue.  I need to generate Trial Balance by dimension.  

 

How did you do it?

chric80 Occasional Visitor
Occasional Visitor

Re: PowerBI on Dynamics 365 - GL/Main Tables

Hi Oshin2010, any luck on how to bulid a trial balance with dimensions in Power BI?

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