Power BI reports with data from Business Central lists
Business Central includes a dashboard control element on several key list pages. The report is updated as the user moves between the rows of the list (it is filtered for the selected entity). You can create custom reports, but you must follow certain rules. Here are some steps for creating a quick report in Business Central
Create a Report in Power BI Desktop
By specifying in Power BI the data source or the web service containing the data related to the list associated to the report. To do this, the main key must be used as a filter for 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 main key from the list of available fields and drag and drop that field into the filter section of the report.
Set the size of the report
The size should be 325 px by 310 px. To define 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, you can make further customizations such as color.
Setting up a multi-page report
The visual elements you want to see in the Business Central view pages should be on the first page of the report. The Power BI information box can only show the first page. To view other pages, the report must be expanded.
Save the report and give it a name
When saving the report, it is recommended that you include the name of the list page on which it will be displayed. It is not mandatory but helps to speed up the report selection process.
Quick report in Business Central