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Dynamics 365 for Finance and Operations Development Cookbook

You're reading from   Dynamics 365 for Finance and Operations Development Cookbook Recipes to explore forms, look-ups and different integrations like Power BI and MS Office for your business solutions

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Product type Paperback
Published in Aug 2017
Publisher Packt
ISBN-13 9781786468864
Length 480 pages
Edition 4th Edition
Languages
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Authors (2):
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Deepak Agarwal Deepak Agarwal
Author Profile Icon Deepak Agarwal
Deepak Agarwal
Abhimanyu Singh Abhimanyu Singh
Author Profile Icon Abhimanyu Singh
Abhimanyu Singh
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Toc

Table of Contents (11) Chapters Close

Preface 1. Processing Data FREE CHAPTER 2. Working with Forms 3. Working with Data in Forms 4. Building Lookups 5. Processing Business Tasks 6. Data Management 7. Integration with Microsoft Office 8. Integration with Power BI 9. Integration with Services 10. Improving Development Efficiency and Performance

Integrating Excel with Power BI

In this recipe, we will continue from the last recipe and create a dashboard by using this data model. Use this excel file as a data source to build your Power BI tile.

How to do it...

  1. Log in to http://app.powerbi.com using your organization credentials. For first time users, you can sign up for a trial version:
  1. Create a new dashboard by clicking on the plus sign (+) next to Dashboards. Enter the name as vendor payment.
  2. Click on GetData and under the Files tile click on select Local File and load your excel file and then import it into Power BI:
  1. On successful import your dashboard should look like this:

Save your setup.

  1. Now you will be able to use this Power BI tile in Dynamics 365...
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