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How to Add Planning and Budgeting with Business Central NAV in Power BI

Power BI offers unparalleled features for analysis and visualization. In this post, we explain how you can add comprehensive planning and budgeting with all editions of Business Central and NAV.

How to:

1. Add your required tables from Business Central / NAV  to Power BI. This can be done either via existing Power BI reports that come with Business Central, the Power BI Business Central Connector or with synchronized tables in MS / Azure SQL  Server:

Dynamics Tables
Dynamics Tables 

2. Install the latest version of Acterys Power Sync. This Windows application enables you to create a planning model with any table from Business Central dataset / NAV:

Acterys-Power-BI-Sync-Architecture
Acterys Power BI Sync Architecture

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3. Start the application. Now you will see the following screen:

Acterys Power BI Sync and Update
Acterys Power BI Sync and Update

4. Click on the configuration area at the top and configure your Power BI model (Power BI Desktop or Power BI Dataset / Dataflow):

Power BI Sync Configuration
Power BI Sync Configuration

5. Once you have configured it, you can choose model tables that you want to use either in Power BI Desktop or as a published Power BI Dataset /Dataflows. Here you can also set the automatic refresh interval to update changes in Business Central / NAV to SQL Server / Acterys:

Acterys Power BI Sync-Scheduled-Tasks
Acterys Power BI Sync – Scheduled Tasks

6. Add the new Acterys tables to your existing or a new Power BI report.

7. Now you can use all planning features available in the Acterys Power BI visuals: Acterys Power Sync

Power BI Sync Planning for any Power BI model
Power BI Sync Planning for any Power BI model
Acterys Gantt Power BI Visual
Acterys Gantt Power BI Visual

This is a simple tutorial to add planning and budgeting with Business Central NAV in Power BI using Acterys Power BI tool. If you want to perform planning and budgeting with the financial data in Business Central NAV, you should give Acterys a try and experience how simple and fast the entire process is. Get your free trial today. 

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