Power BI

There are prepared settings and templates to analyze ExFlow data with Power BI. Since the topic is extensive SignUp has also published a specific Knowledge Base Article that covers the integration. The Knowledge Base Article can be found at the Support Portal by Support Portal Users. Power BI Templates (BCO/BC Onprem) can also be found by Partners on the Partner Portal.

From a setup perspective one can publish all needed Web Services in a company by choosing "Create Power BI Web Services".

Setup --> ExFlow Setup --> Actions --> Functions --> Power BI --> Create Power BI Web Services

To delete existing Power BI Web Services, select "Delete Power BI Web Services".

Setup --> ExFlow Setup --> Actions --> Functions --> Power BI --> Delete Power BI Web Services

Under Power BI Setups it is also possible to download the Power BI template file and during that setup there is now an easier way to retrieve the URL string (BC Datasource) that will be used during the Power BI setup in Power BI desktop. These setups are covered in the Knowledge Base Article.

Access Posted Documents in Business Central from Power BI Desktop

From ExFlow version 21.1 it is possible to create links in Power BI to posted purchase documents. It is needed to have access to the specific page in Business Central to be able to see the document. To use this functionality, make sure that the latest ExFlow Power BI web services are used by deleting them and creating them again. In the latest ExFlow Power BI template file, there is a prepared report called Posted Documents.

Click on the Document Link to get to the posted document card in ExFlow Approval Status History.