Installing and Configuring Dynamic Ship Analysis

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Installing and Configuring Dynamic Ship Analysis

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Overview

This article contains instructions for installing and configuring the Dynamic Ship Analysis app for Power BI.

Dynamic Ship Analysis is available for Business Central Cloud environments running Dynamic Ship version 2.5 or newer. On-Premises environments are not supported.

Dynamic Ship Analysis has two components:

  1. The Dynamic Ship Analysis extension to be installed in Business Central. This extension contains the queries needed by the Power BI report and can be downloaded here: https://kb.dmsiworks.com/wp-content/uploads/Dynamic-Ship-Analysis_1.0.0.0.zip
  2. The Dynamic Ship Analysis Power BI app. This can be downloaded from AppSource here: Dynamic Ship Analysis (microsoft.com)

Before you can use Dynamic Ship Analysis, you must complete the following tasks:

Step Task
1 Install the Dynamic Ship Analysis extension for Business Central.
2 Install and configure the Dynamic Ship Analysis Power BI app from AppSource.

Installing and Configuring the Dynamic Ship Analysis Power BI App

Install & Prerequisites

The Dynamic Ship Analysis Power BI app is available as a template app that can be installed from Microsoft AppSource. Here are the requirements for installing, customizing, and distributing a template app:

  • A Power BI pro license
  • Familiarity with the basic concepts of Power BI
  • Valid installation link from the template app creator or AppSource
  • Permissions to install template apps.

Visit Dynamic Ship Analysis (microsoft.com) to download and install the Power BI app.

Detailed instructions for installing and configuring Power BI template apps and sharing them with others can be found here: Install, share, and update template apps in your organization – Power BI | Microsoft Docs

Configure

1. When opening the app for the first time you will be viewing sample data. To connect to your Business Central environment, select Connect your data:

Get started with your new app

2. After selecting Connect your data, you will be prompted to enter four parameters to connect to your Business Central environment and define how the report aggregates by date. Enter the parameters then select Next to proceed.

Parameter Description
Company Name Enter your company name (e.g., ContosoCoffee). This parameter is case sensitive. Make sure to enter the actual company name, not the display name. You can find your company name on the Companies page in Business Central.
Environment Enter the name of your environment (e.g., PRODUCTION or SANDBOX). This parameter must be entered using all uppercase characters.
Calendar Year or Fiscal Year Choose whether the report should be based on the Calendar Year or a Fiscal Year. If you choose Calendar Year, report visuals will have January as the first month of the year and will use standard quarters. If you choose Fiscal Year, report visuals will have the month you choose below as the first month of the year and will use fiscal quarters based on that starting month.
First Month of Fiscal Year Choose the first month of your Fiscal Year. Choose January if you use the Calendar Year.

3. On the next prompt, select Sign in and connect, then follow the prompts to sign in using the same username and password you use to sign in to Business Central.

It may take a few minutes for your data to become available in Power BI. You can now view the report and share it with others in your organization.

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