Bevica Power BI

Overview of Bevica Power BI extension, data entities, and report areas.

Bevica Power BI Introduction

Bevica Power BI is a separate extension. Please contact your system administrator or your TVision contact if you would like further information or would like to install Bevica Power BI.

This article introduces the Bevica Power BI solution. We would recommend you familiarise yourself with Power BI in general. This article is a good place to start: What is Power BI?

Overview

Power BI complements Business Central by providing rich data analysis tools to help with reviewing and monitoring business performance.

Power BI connects to Business Central data using API endpoints TVT has built.

Prerequisites

Power BI Pro License(s).

Download Power BI Desktop (June 2021 or later).

Installation of Bevica BI APIs.

TVT Licence

TVT users cannot connect to the APIs used by Power BI from their TVT accounts. In order for TVision to implement the solution it is strongly recommended that TVT be set up on your tenant with:

• Power BI Pro License. This allows TVision to deploy and administer the initial setup of the solution.
• Business Central Team Member License. This allows TVision to connect the Power BI solution to your data.

These licenses can be temporary during the initial phase as both are subscription based so can be 'turned off' after the initial deployment and any support issues are dealt with. However, it is helpful if these licenses are retained as it makes supporting and administering the solution easier.

Data Entities

The following endpoints are available:

• Finance

  • Chart of Accounts
  • G/L Entries
  • G/L Budget Entries
  • Bank Ledger Entries
  • Vendor Ledger Entries
  • Customer Ledger Entries
• Operations

  • Items
  • Customers
  • Vendors
  • Item Ledger Entries (Sales, Purchases, Inventory Costs)

    • Linked Value Entries for Costs
  • Item Budgets (Sales, Purchase, Inventory Budgets)
  • Item Sales History
• Supporting Queries/Reference data

  • Dimension Set Entries - used to filter all 'fact' tables by the dimensions.
  • Reservation Entries - used for cost and allocation

Reports

The following types of reports are available, and can be customised to your requirements.

All reports can be sliced, diced and filtered by related tables such as Item, Customer or Vendor, Dimensions, or Dates.

• Sales (posted)

  • Sales Measures (Bevica Power BI)
  • Quantities, Revenue, Costs, Margins (LCY and ACY if used)
  • Sliced/filtered by Dates, Items, Customers, Dimensions
  • Time intelligence for comparative periods (e.g., this year vs. last year) Dates and Time Intelligence (Bevica Power BI)
  • Comparisons to Item Budgets Item Budgets and GL Budgets (Bevica Power BI)
  • Options to use Target Costs Target Cost: Sales (Bevica Power BI)
  • Prepayments and other GL type invoices
• Sales (open)

  • As above but for un-posted sales
  • Open Orders Measures - Sales & Purchase (Bevica Power BI)
  • Typically this is for a 'daily sales' or open orders report
• Purchases (posted)

  • Purchase Measures (Bevica Power BI)
  • Quantities, Revenue, Costs, Margins (LCY and ACY if used)
  • Sliced/filtered by Dates, Items and Vendors
  • Time intelligence for comparative periods (e.g., this year vs. last year)
• Purchases (open)

  • Typically for viewing when inventory is likely to land
  • Or, for GRNI (Goods Received Not Invoiced)
• Inventory

  • Inventory Measures (Bevica Power BI)
  • Inventory value and quantities
  • Projected Available inventory (inventory including open sales, purchases and unpaid reserve) (coming Q3 2023)
• Paid Reserves

  • Paid reserve quantities by Customer
• Customer Ledger and Purchase Ledger

  • Sales and Purchase Ledger (Bevica Power BI)
  • Outstanding and Aged debt, debtor days
• General Ledger

  • Data Model - Finance (Bevica Power BI)
  • GL amounts
  • Time intelligence
  • Bank balances