- Direct connection into SQL databases to connect into Microsoft Dynamics GP and also Microsoft Dynamics 365.
This product is designed to work with a variety of data sources. Including Excel, CSV, XML, Access databases, Microsoft SQL Server, MySQL, etc. If you have data stored, there is a high chance that Microsoft Power BI will connect to it with little difficulty. Additionally you can connect multiple data sources into one report.
- Access from anywhere
Sharing is caring. This cloud based solution offers access to anyone you permit at any time of the day and from anywhere. It has mobile apps on Apple, Android and Windows devices.
- Easy to comprehend and create data.
Visual charts and graphs make Power BI useful for all users. The charts setup is also drag and drop. Simply select your data and it is there.
- Up to 1GB is free
Typically, free users are extremely limited, and in this case they are limited. However, even with the limitations, users can create dashboards and customized reports. They can still connect to their data and schedule refreshes. The cost of $9.99 the paid version offers additional features and flexibility with the software that is not available for the free version, please see their pricing page for more detailed information of the differences.
- Designed for the non-technical person.
What you normally see with many reporting systems, is that the person creating the reports has to have hours upon hours of training and trial and error to become competent at creating the reports. With Microsoft Power BI, they have created a solution that allows the non-technical person to hit the ground running. Simply install the Power BI Desktop, connect to your data, and start creating.
The pricing in this post is based on the current cost on their website as of 2/6/2017. Pricing is subject to Microsoft and can change. For current information, please review their pricing page.
It should be no surprise to anyone that we are living in a digital world and data is being kept on the most mundane items. Especially in every aspect of a business. Once a business creates data, it needs to be able put it together in a meaningful, productive way. Reports once filled this void. There are many reporting solutions that work with Microsoft Dynamics GP. Such as Management Reporter, Crystal Reports, Excel Reports, and Jet Reports. The question becomes, what do you do with the information that you have at your fingertips when that monthly report is not enough?
The next step is Business Intelligence. Once thought to be a flash in the pan, is now on its way to becoming the standard for driving business decisions for many companies. As a consultant, I see a constant need to have relevant data and Power Bi create real-time dashboards with your data to make data-driven decisions. It can connect to wherever you store your information and be made available to you anywhere. This is the next step to the standard reports and can be used in conjunctions with reporting to drive your business to the next level.
Microsoft has created an extremely powerful tool called Power BI. Power BI creates dashboards with relevant, constantly updated information that you can have at your fingertips to make business decisions. You can create a dashboard item for any variety of reasons, such as the current sales for the year, see where your sales are at, or even compare current year sales with past years.
With Microsoft Dynamics GP permissions come from two different types of accounts. There are local accounts and GP accounts. Local accounts are setup on a domain in Active Directory. GP accounts are setup within the GP programs.
The permissions for excel reports pulls from Active Directory and not Microsoft Dynamics GP. Specifically, it is an active directory account setup in SQL and set DYNGRP and rpt_power_user for it to access the account.
First login to SQL and expand security. Under the security right click on login and select ‘new login…’. After you select new login you will be able to see the option to search for a login. This search will allow you to search in Active Directory. After you add the new user under the general tab, then select the user mapping. Under the user mapping, select all the databases that the user should be able to run excel reports in and add the permissions DYNGRP and rpt_power_user. If you do not want to provide them the rpt_power_user role, then you would be able to select the rpt_%rolename% that best fits your company’s security policy. This can also be matched to their GP logins permissions.