2. Installing and Configuring Dynamic Ship Analysis

You are here:
Please make sure you’ve installed the “Dynamic Ship Analysis” extension for Business Central before proceeding. Please email support@dmsiworks to request a copy of the extension if required.

Installing and Configuring Dynamic Ship Analysis

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, click “Connect your data”:

Get started with your new app

2. After clicking “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:

Parameter Description
Company Name Enter your company name (eg. CRONUS Canada, Ltd.) This parameter is case sensitive.
Environment Enter the name of your environment (eg. 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 on 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 quarters will be 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. Enter the parameters then click “Next” to proceed.

4. On the next prompt, Click “Sign in and connect” and 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.

Was this article helpful?
0 out Of 5 Stars
5 Stars 0%
4 Stars 0%
3 Stars 0%
2 Stars 0%
1 Stars 0%
How can we improve this article?
Please submit the reason for your vote so that we can improve the article.
Need help?

Leave A Comment

Go to Top