Implementation Guide
1. Connecting Power BI to Acumatica
Prerequisites:
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Ensure you have access to Acumatica's OData endpoints.
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Install the latest version of Power BI Desktop.
Steps:
1. Open Power BI Desktop and select Get Data.​
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2. Choose OData Feed from the list of data sources.
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3. Enter your Acumatica OData URL
4. Authenticate using your Acumatica credentials.
5. Select Tables: Choose the tables or entities you wish to import.
6. Transform Data: Use Power Query Editor to cleanse and shape your data.
7. Load Data: Import the data into Power BI for analysis.
Tips:
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Schedule data refreshes to keep your reports up-to-date.
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Use parameters to make data source management easier.
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2. Creating Dashboards
Steps:
1. Data Modeling: Establish relationships between tables if necessary.​
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2. Create Visualizations: Use charts, graphs, and maps to represent your data.
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3. Add Filters and Slicers: Allow users to interact with data dynamically.
4.Customize Layout: Arrange visuals for optimal readability.
5. Apply Themes: Use custom themes to align with your company's branding.
6. Publish Dashboard: Share your dashboard via Power BI Service for collaboration.
Best Practices:
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Keep dashboards uncluttered; focus on key metrics.
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Use consistent color schemes and labeling.
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3. Generating Reports
Steps:
1. Select Report View: In Power BI Desktop, switch to the Report view.
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2. Design Pages: Create multiple pages to organize different aspects of
your data.
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3. Use DAX Formulas: Implement Data Analysis Expressions for calculated measures.
4. Incorporate KPIs: Highlight important performance indicators.
5. Set Up Drill-Throughs: Enable users to navigate from summary to detailed data.
6. Export Options: Export reports in PDF or PowerPoint formats as needed.
Tips:
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Regularly update reports to reflect business changes.
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Solicit feedback from end-users to improve report usefulness.
