Extract, Analyze, and Visualize Data in Power BI & Business Central (Power BI Showcase) скачать в хорошем качестве

Extract, Analyze, and Visualize Data in Power BI & Business Central (Power BI Showcase)

In this 60-minute session, Crestwood Associates CMO Stephanie McColly and Microsoft Solutions Architect Jason McColly walk through a practical framework for extracting, analyzing, and visualizing data in Business Central. Learn how to prioritize high-impact KPIs, structure reporting by user role, and decide when to use native BC tools versus Power BI. The session includes a live demo of both platforms and introduces a free trial balance extension developed by Crestwood’s team. Watch to gain clarity on reporting strategy and leave with tools you can apply immediately. Resources & Free Extension Chapters 0:00 – Introduction and Agenda 1:30 – Common Reporting Challenges 4:20 – Core KPIs and Leading Indicators (Examples in Sales, Finance, Ops) 9:15 – The 10-Minute Dashboard Concept 12:05 – Reporting Hierarchy Pyramid (From Transactions to Executive Insights) 16:30 – BC Native vs Power BI Decision Framework 22:10 – Live Demo: Accessing Reports in Business Central 24:30 – Excel-Based Reports and Filtering 27:40 – Copilot Analysis Mode in BC 32:00 – Customizing Financial Reports (Income Statement, Trial Balance) 37:20 – Free Trial Balance Extension Demo 42:00 – Connecting Power BI to Business Central 47:00 – Power BI Apps: Finance, Sales, Manufacturing 52:00 – Analysis by Dimensions 56:00 – Q&A: Permissions, Fiscal vs Calendar Year, Custom Dashboards 1:00:00 – Summary, Takeaways, and Resources Key Topics Covered Identify 6–8 core KPIs and pair them with leading indicators Structure data flow from operational to strategic levels When to use BC native reports (compliance, speed, simplicity) When to use Power BI (cross-system analysis, interactivity, mobile access) Use Copilot to build pivot tables with natural language Free trial balance extension with improved layout and dimensional support #BusinessCentral #PowerBI #Dynamics365 #ERP #DataAnalytics #MicrosoftPartner Presented by Crestwood Associates – 27-year Microsoft Gold Partner