How to create a quick report in Business Central with Power BI

Power BI reports with Business Central list data

Business Central includes an information box control element on several key list pages. The report is updated as the user scrolls through the rows in the list (filtered for the selected entity). Custom reports can be created, but certain rules must be followed. Here are some steps to create a quick report in Business Central:

Create a report in Power BI Desktop

Specifying in Power BI the data source or web service that contains the data related to the list associated with the report. To do this, the main key must be used as the filter of the report, so that it is filtered correctly. For a list the key is usually the field number (No.).

Define report filter

Reports displayed in Business Central must have a basic report filter. To define the filter, select the primary key from the list of available fields and drag and drop that field into the filter section of the report.

Configure the report size

The size should be 325 px by 310 px. To set it, place the focus outside the design area and select the paint roller icon. Then select the Type field and define the size. In addition, other customizations such as color can be made.

Setting up a multi-page report

The visual elements you want to see on the Business Central view pages must be on the first page of the report. The Power BI info box can only display the first page. To view other pages you must expand the report.

Save the report and name it

When saving the report it is recommended that you include the name of the list page on which it will be displayed. This is not mandatory but helps to speed up the report selection process.

Quick report in Business Central


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