Mastering Sales Analysis Reports with Business Central and Power BI | Step-by-Step Guide

Welcome to our comprehensive step-by-step guide on creating Sales Analysis reports using the dynamic duo of Microsoft Business Central and Power BI! In this tutorial, we will walk you through the entire process of harnessing the power of these two cutting-edge tools to gain invaluable insights into your sales performance.
Whether you're a business owner, a sales manager, or a data analyst, understanding your sales metrics is crucial for making informed decisions that drive growth. By leveraging the robust features of Business Central and the advanced data visualization capabilities of Power BI, you can transform raw data into actionable intelligence like never before.
Throughout this tutorial, we will cover every aspect of creating a Sales Analysis report, from extracting data from Business Central to designing visually stunning dashboards in Power BI. Our expert instructor will guide you through the following steps:
1. Introduction to Sales Analysis: Gain a solid understanding of the importance and benefits of sales analysis for your business.
2. Data Extraction and Preparation: Learn how to extract relevant sales data from Business Central and prepare it for analysis in Power BI.
3. Connecting Business Central with Power BI: Discover seamless integration techniques to establish a live connection between the two platforms.
4. Data Modeling and Transformations: Dive into the world of data modeling and learn how to structure your data to unleash its full analytical potential.
5. Creating Visualizations and Reports: Explore the powerful visualization capabilities of Power BI to design compelling and interactive reports that reveal vital sales insights.
6. Applying Filters and Slicers: Master the art of filtering and slicing data to drill down into specific sales dimensions, such as regions, products, or periods.
7. Analyzing Sales Trends: Learn how to identify sales trends, spot patterns, and uncover growth opportunities through advanced analytics techniques.
8. Sharing and Collaborating: Discover how to share your sales analysis securely reports with stakeholders and collaborate effectively to drive data-driven decision-making.
9. Automation and Refreshing: Streamline your reporting process by automating data refreshes and ensuring your sales analysis reports are always current.
By the end of this tutorial, you will have the skills and knowledge needed to create insightful Sales Analysis reports using Business Central and Power BI, enabling you to unlock the full potential of your sales data and drive business success.
#businesscentral #powerbi #reports

[@aniciao]

I cannot see the "Set up reporting data" option in the assisted setup. Is there any way to enable it?

[@SolutionSystems]

Hello! Kersten Xilas here :), if you are using Business Central Online, it is no longer innately available in Assisted Setup :( . However, if you use the below URL in another browser tab while signed into BC Online you will get the setup window for reporting data. businesscentral.dynamics.com/?page=6711