Installation — Dexterity Power BI companion app for Business Central | De BI Controller
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Dexterity — Power BI companion app for Business Central

Installation guide

Follow these steps to install the Dexterity Power BI companion app, connect it to your Azure SQL Database and keep your reports up to date.

1. Pre-installation checklist 2. Power BI App installation 3. Connect your Azure SQL Database 4. Keep your data up-to-date
1

Pre-installation checklist

  1. A running installation of our Dexterity Data Replication app configured for Azure SQL Database
  2. A Power BI Pro license for any user that needs access to Power BI reports
2

Power BI App installation

  1. Go to app.powerbi.com
  2. Click on Apps and then select Get Apps
  3. Search for ‘Dexterity – Power BI reports for Business Central’ (or simply ‘Dexterity’)
  4. Click Get it now and follow the steps to install. Once installed, you’re able to find the app in the Apps menu in Power BI
3

Connect your Azure SQL Database

  1. Open the app and select Connect Your Data
  2. Setup Parameters
    • This app uses a Date-tabel which only provides data for the period you need
      • Start year Date-tabel: enter the first year of your Business Central data
      • End year Date-tabel: enter the current calendar year or a year in the future
  3. Enter your Azure SQL Database connection properties and credentials
    • Server: your Azure SQL Database endpoint DexterityServer.database.windows.net
    • Database: the actual name of your database Dexterity_On_BC
    • Choose Authentication Method

      Basic

      Also known as ‘SQL Authentication’. Use the specific user name and password supplied by either us or your IT department.

      OAuth2

      Log in with your Office 365 credentials.

Your data is now linked, and the app will display your reports.
4

Keep your data up-to-date

  1. Navigate to the Template App workspace and select the Semantic model
  2. On the semantic model details page, select Refresh > Schedule refresh
  3. Open the ‘Refresh’ section
  4. Turn ‘On’ Configure a refresh schedule
  5. Optional: specify specific refresh time slots. The maximum number of scheduled refreshes per day depends on the license/capacity
  6. Select Apply

For more detail on scheduled refresh options and limits, see Microsoft’s documentation: learn.microsoft.com — Configure scheduled refresh.

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