Open the Power BI Insights Connector App
Sign in to Business Central at https://businesscentral.dynamics.com/
In the Tell Me box, enter WiseFish Insights Connector, and then click on our app
In the WiseFish Insights Connector setup you will find
G/L Accounts
Account Schedule
G/L Accounts
In G/L Accounts, choose a G/L Account Code for each of the fields and make sure that the Account Type is an End-Total field. Please note that you might have to create them in your G/L if they don’t exist already.
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Account Schedule
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Account Schedules are one of the easiest ways to get your own financial reports into the Power BI App.
It is important that the budget is set up in the manner stated below in order to ensure subtotals and totals are calculated correctly and that the report works as intended.
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If the intention was to break down the total income more, there would be two indents on it and the summary of total income would be omitted.
Budgets
The budgets your company has created in Business Central will be available as a slicer in the WiseFish BC Financial Insights, it’s up to you which one you choose. If you want to compare actuals to your budget available in Business Central.
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