Business Central · Power BI reporting

Live reporting from Business Central — no more Excel exports

Dashboards for cash, margin, sales and stock that refresh automatically, so management sees one set of numbers.

Sound familiar?

What we hear from customers

Every month someone exports to Excel and rebuilds the same reports.
We can’t see cash, margin or stock without asking finance.
Group consolidation is done by hand across several companies.
Different reports give different numbers.
The board pack takes days to prepare.

What we do

From quick wins to a full reporting platform

Microsoft’s Power BI apps

Install and configure the ready-made Business Central apps for finance, sales, purchasing, inventory and projects.

Custom dashboards

Reports designed around your KPIs, departments and management pack.

Multi-entity reporting

Consolidated views across companies and currencies.

Embedded reporting

Reports shown inside Business Central pages, Teams and on mobile.

Data platform

Microsoft Fabric for larger history, multiple systems or advanced analytics.

Training & ownership

Your team learns to use and adjust reports confidently.

Architecture

From Business Central data to decisions

Business Central online connects directly to Power BI in the cloud — no gateway servers to maintain.

01Source
Business Central onlineAPI pages / ODataOther systems (optional)
02Model
Power BI apps for Business CentralCustom semantic modelsScheduled refresh
03Data platform (optional)
Microsoft Fabric / OneLakeHistorical dataMultiple sources
04Access
Power BI Pro or capacity licencesRow-level security
05Consume
Embedded in Business CentralTeamsMobileBoard packs

Where AI helps

Practical AI, switched on with care

AI can summarise reports and answer questions in plain English — with some licensing and data-location conditions you should know about.

Capacity required

Copilot in Power BI

Summaries, Q&A and report creation. Requires paid Fabric (F2+) or Premium capacity, and in Australia an admin setting to allow processing outside the region.

Included

Analysis assist in Business Central

Lightweight, AI-assisted analysis of lists inside Business Central — no extra licence.

Our approach

Clear recommendations

We tell you which AI features make sense for your size before you pay for capacity.

How it works

A clear path from start to finish

  1. Week 1DefineAgree the KPIs, audiences and the questions reports must answer.
  2. Week 2ConnectInstall apps or build models connected to Business Central.
  3. Weeks 2–4DesignDashboards built and refined with your team.
  4. LaunchTrain & hand overAccess set up, refresh scheduled and users trained.

What you get

  • KPI and report catalogue
  • Configured Power BI apps or custom reports
  • Scheduled refresh
  • Role-based access
  • Embedded reports in Business Central
  • User training

FAQ

Common questions

Do we need Power BI licences?

Yes. People who view the Business Central Power BI apps need a Power BI Pro licence, unless your organisation has Premium or Fabric capacity.

How up to date is the data?

Reports refresh on a schedule you set. Where near-real-time is essential we can use direct connections or Microsoft Fabric.

Can we report across all our companies?

Yes — through a consolidated model in Power BI or Microsoft Fabric.

Want one set of numbers everyone trusts?

Book a free consultation and we will show you what your Business Central data can do.