Category: Dynamics GP & Power BI (2018RTM)

Come Join Me! Summit NA 2023 Sessions!

Live In-Person Presentations at Summit NA

I am excited to share that I will be speaking IN PERSON at Community Summit NA!

Community Summit NA is an in-person event being held in Orlando Florida this year. The conference begins on October 15th and concludes on October 20th. You can register at the link above!

My List of Sessions

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Come Join Me! Getting Started with Power BI – Summit NA 2023

About this Session, Getting Started with Power BI

Title:

Getting Started with Power BI and Power Query | A Beginners Guide

Description:

We will highlight the core fundamentals of Power Query and how it can transform your efforts relating to Business Intelligence. Together we will talk about what it is, how it works, and how you can put it to use in your organization. Let’s walk through a real use case for Power Query – setup all the way through daily use! PQ is a powerful tool that do the dirty work for you! Easy to learn and get started!

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Dynamics GP & Power BI – Unable to connect to the Power BI site. Contact your system administrator.

This blog post is part of a series of blogs designed to help a business understand the interaction between Dynamics GP and Power BI, how to setup Power BI with Dynamics GP and what some of the options are for this functionality.  This write up was done using Dynamics GP 2018.
To view the full list of the series, click here.
How to resolve the error:

Unable to connect to the PowerBI Site. Contact your system administrator.

So, you’ve done all the setup and you are ready to get Power BI on your GP Dashboard but when entering into the home screen customization window, you get a blank screen with a very misleading message…  Unable to connect to the Power BI site.  Contact your system administrator.
reached out to me with this roadblock, and I’m glad she did!  I wasn’t sure how to fix this but we figured it out and I am happy to share the solution with my readers!
Continue reading “Dynamics GP & Power BI – Unable to connect to the Power BI site. Contact your system administrator.”

Dynamics GP & Power BI – An Error Has Occurred In The Script On This Page

This blog post is part of a series of blogs designed to help a business understand the interaction between Dynamics GP and Power BI, how to setup Power BI with Dynamics GP and what some of the options are for this functionality.  This write up was done using Dynamics GP 2018.
To view the full list of the series, click here.
How to resolve “An error has occurred in the script on this page.” Error when hovering over Power BI within Dynamics GP

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Dynamics GP & Power BI – Resolve Error: This login failed

This blog post is part of a series of blogs designed to help a business understand the interaction between Dynamics GP and Power BI, how to setup Power BI with Dynamics GP and what some of the options are for this functionality.  This write up was done using Dynamics GP 2018.
To view the full list of the series, click here.
How to resolve “This login failed. Attempt to login again or contact your system administrator” error when connecting to Client ID

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Dynamics GP & Power BI – How to delete APP registrations

This blog post is part of a series of blogs designed to help a business understand the interaction between Dynamics GP and Power BI, how to setup Power BI with Dynamics GP and what some of the options are for this functionality.  This write up was done using Dynamics GP 2018.
To view the full list of the series, click here.

How to delete APP registrations

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Dynamics GP & Power BI – Publish using a custom SQL View

This blog post is part of a series of blogs designed to help a business understand the interaction between Dynamics GP and Power BI, how to setup Power BI with Dynamics GP and what some of the options are for this functionality.  This write up was done using Dynamics GP 2018.
To view the full list of the series, click here.

How to publish a custom SQL View to Power BI

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Dynamics GP & Power BI – How to see Apps registered to your account

This blog post is part of a series of blogs designed to help a business understand the interaction between Dynamics GP and Power BI, how to setup Power BI with Dynamics GP and what some of the options are for this functionality.  This write up was done using Dynamics GP 2018.
To view the full list of the series, click here.
How to see registered Apps on your Power BI account

Step 1: Visit portal.azure.com

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Dynamics GP & Power BI – Power BI on your GP Home Screen

This blog post is part of a series of blogs designed to help a business understand the interaction between Dynamics GP and Power BI, how to setup Power BI with Dynamics GP and what some of the options are for this functionality.  This write up was done using Dynamics GP 2018.
To view the full list of the series, click here.
How to connect Power BI to GP Home Screen

Dynamics GP can display reports that are pinned to a dashboard in Power BI.  After following these instructions, if you do not see any available reports, be sure to add them to a Dashboard in Power BI.  I created a Dashboard called GP PBI (in Power BI) and only pinned the reports that I wanted to optionally display in Dynamics GP.

Step 1: Obtain Client ID

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Dynamics GP & Power BI – Connecting GP OData to Power BI Desktop

This blog post is part of a series of blogs designed to help a business understand the interaction between Dynamics GP and Power BI, how to setup Power BI with Dynamics GP and what some of the options are for this functionality.  This write up was done using Dynamics GP 2018.
To view the full list of the series, click here.

How to connect Dynamics GP OData to Power BI

Step 1:  Install Power BI Desktop (you will need an account as well).

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