Using Power BI to Prepare Financial Reports for Dynamics GP - Fast and Filtered

  • Thursday, October 13, 2022:10:00 AM - 11:00 AM
  • Room: Osceola 3 - Convention Center, Level 2
  • Session Number:  543
  • / CEU Credits:1


Over the last two years, I have discovered several tricks to make Power BI a financial reporting tool. It gives your managers access to financial information, on a “real-time” basis. It changes the delivery method from "push" to "pull". It allows them to filter by dates, types, and entities. IT can give you measures that highlight key metrics. It also offers drill-down from a summary number to the transaction details.

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Learning Objectives

• Discuss and compare Power BI vs. Management Reporter
• See how to get financial information from your GP SQL server
• Understand how to handle dates and fiscal periods
• Making your reports match the flow of your current financials
• Discuss consolidations, budgets, multi-company issues



Mark Wiley
Senior Solutions Architect