- The client required automated data-fetching and individual dashboards for two companies.
- Required financial reports with graphical and tabular visualizations from Business Central ERP and LeafLink CRM.
- Needed to display data from both companies in a single report for customer convenience.
- Requested integration of Business Central in Power BI for real-time insights and comprehensive business monitoring.
We created various web services in Business Central to supply the relevant data inputs for Power BI.
Transformed the Business Central data, managed relationships between the different tables.
Created multiple custom columns and measures for creating the reports.
Designed distinct workspaces for each company in the Power BI service and assigned individual managers to their respective workspaces.
Implemented scheduled refresh to ensure continuous data updates and real-time information.
Sales Data Management
Automated tracking system for easy tracking of sales data (units, orders, samples, sales, items, and regions).
Real-Time Insights
The system supports scheduled refreshes to provide users with continuous access to up-to-date live data.
Customizable Reports
Easily filter reports with slicers and share them via email or links in PPT and PDF formats or printable.
