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By Warren Young | May 4, 2016

This post will cover how to integrate your 亿博电竞 365 for Operations instance directly with Power BI (free version).

As the current deployment model for 亿博电竞 AX is Azure-hosted, authenticating with Power BI does not need to involve any of the Power BI Gateways.  It does use a slightly different authentication method than Power BI with 亿博电竞 NAV , or Power BI with Project Madeira, but we’ll cover those steps below.

Financial Performance

Power BI

 

Retail

Power BI

 

Prerequisites

  1. 亿博电竞 AX (AX7) instance and login with permissions to read the OData feeds
  2. Office 365 Account with Power BI (free)

Note: It is acceptable for the login for 亿博电竞 AX to be different from the login for Office 365 / Power BI.  In most live deployments these would be the same using the single sign-on feature, but it is not required.

 

Contents

Verify User Account to 亿博电竞 AX

Verify Data Entities Are Accessible

Power BI Get Data – Connect to 亿博电竞 AX

 

Verify User Account to 亿博电竞 AX

  1. Use a web browser to log-in to your 亿博电竞 AX instance.  (The URL should look something like .cloudax.dynamics.com)
  2. You will be presented with a login for a username and password (this login will be used later in this process) and, once entered, will be brought to the 亿博电竞 AX home page:

New 亿博电竞 AX

 

Verify Data Entities Are Accessible

  1. In the same session, add /data/ to the base URL, the result should look like:   .cloudax.dynamics.com/data/
  2. That should open an XML feed of different data entities available in your 亿博电竞 AX instance.

In my case, IE downloaded the feed as a file and I opened it in notepad for demonstration purposes.  Note that this is not necessary other than to verify your account has appropriate permission to access the feed.

  Data Notepad

 

Power BI Get Data – Connect to 亿博电竞 AX

With your 亿博电竞 AX data service and authentication verified, you are ready to connect Power BI to 亿博电竞 AX:

  1. Go to www.powerbi.com (sign-in with O365 credentials)
  2. Get Data > Services

Power BI with new 亿博电竞 AX

  1. Search for 亿博电竞 AX, click on either Financial Performance or Retail Performance (you can repeat this process to get both) and click Connect.

Power BI with the new 亿博电竞 AX

  1. Environment URL, enter the base URL (without /data/ at the end), i.e.: .cloudax.dynamics.com and click Next

Connect to Microsoft 亿博电竞 AX Retail channel performance

  1. After clicking next this will ask for an Authentication Method.  Choose “oAuth2”, and click Sign in.  This will open a new login page to sign into your 亿博电竞 AX instance.

Connect to Microsoft 亿博电竞 AX Retail Channel Performance

  1. Fill in the Username, Password and click Sign In.  (Login is the same as what you use to login to 亿博电竞 AX, which may be different than your Power BI login.)

Power BI login Office 365

Once authenticated, Power BI will start importing and set up your dashboard.

Importing data in Power BI

Data successfully imported in Power Bi

Once imported, your 亿博电竞 AX dashboard will be accessible on Power BI.

Power BI in new 亿博电竞 AX

Enjoy!

For More Information

https://ax.help.dynamics.com/en/wiki/powerbi-integration-in-ax7/

https://ax.help.dynamics.com/en/wiki/how-to-create-a-powerbi-report-using-ax-data/

https://powerbi.microsoft.com/en-us/blog/explore-your-dynamics-ax-data-with-power-bi/

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