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Integrating Power BI with Dynamics GP 2016

Charles AllenSenior Managing ConsultantBKD Technologiescallen@bkd.com

June 16, 2016

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Introduction

Charles Allen• Senior managing consultant• 25+ years experience• Microsoft MVP

Agenda

• Introduction• What is Power BI?• A Power BI Demo• Setting up GP to integrate with Power BI• Viewing Power BI Reports on the Home Page• Q&A

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What is Power BI?

What is Power BI?

• As defined by Microsoft

“Power BI is a suite of business analytics tools to analyze data & share insights. Monitor your business & get answers quickly with rich dashboards available on every device.”

https://powerbi.microsoft.com/en-us/

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What is Power BI?

• Power BI Desktop – A tool for creating reports • Power BI Mobile – An application on your

mobile device for viewing Power BI apps • Power BI Service – Enables reports to be

automatically updated from a data source • Power BI Gateway – Enables you to connect to

various data sources

What is Power BI?

• Its purpose• Power BI vs other BI Tools • How to get it• How to create reports

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The Purpose of Power BI

• Develop reports that are visual in nature –graphics & KPIs

• Not for creating accounting-style reports, like aging & historical sales activity

How to Get Power BI

• Go to https://powerbi.microsoft.com/en-us/get-started/?b=16.21

• Get the desktop product or sign up for the paid version

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How to Create Reports with Power BI

• It can pull from multiple data sources, like SQL Server

• You can create as many reports as you want with the desktop version

• You need the Power BI service to share them & have them updated automatically

Sales Data Analysis Example

A Power BI Demo

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How to Create Reports with Power BI

Demo

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Setting Up Dynamics GPto Integrate with Power BI

Reporting Tools Setup

• New tab in the Reporting Tools Setup

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Requirements

• Home Page Options

Viewing Power BI Reports on the Home Page

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Why do we Care?

• Power BI adds more reporting functionality • Provides users the ability to display Power BI

reports from GP • Saves the user time from going to another

place to view reports

Demo

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Questions

BKD Technologies Support Center

• Microsoft Dynamics GP – 877.253.7778Gpsupport@bkd.com

• Monday - Friday, 8 a.m. - 5 p.m. Call Support Center toll free

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CPE Credit

• CPE credit may be awarded upon verification of participant attendance

• For questions, concerns or comments regarding CPE credit, please email the BKD Learning & Development Department at training@bkd.com

Charles Allen | Senior Managing Consultant | 713.499.4629 | callen@bkd.com