Power BI Embedded Analytics Pack

核心功能

Pre-built finance dashboard — P&L, balance sheet, cash position and aged receivables/payables sourced from G/L Entry and Cust./Vendor Ledger Entry tables

Pre-built sales dashboard — revenue, margin, top customers and items, pipeline-to-posted trends from Sales lines and Value Entry

Pre-built inventory dashboard — stock valuation, turnover, ageing and reorder exposure from Item Ledger Entry and Value Entry

Pre-built project dashboard — job profitability, WIP, budget-vs-actual and resource utilization from Job and Job Ledger Entry

Embedded directly in BC role centers via page extensions and the native Power BI Reports Part (no separate portal)

Drill-through from any Power BI visual back to the exact BC record using page-launch deep links

Live data through standard OData v4 / BC API endpoints and published API queries for high-volume reads

Scheduled or near-real-time refresh (DirectQuery) configured to your Power BI workspace and capacity

On-premises data gateway configuration when BC data lives on-prem or behind a private network

Permission sets and row-level security so each role sees only the data it should

Customizable .pbix report templates handed over so your team can extend visuals after go-live

Optional Dataverse / Power Platform sync for cross-app analytics and Power Apps reuse

Installed as a signed per-tenant AL extension — clean install, clean uninstall, survives BC version upgrades

Built and validated against your real data, not sample data, so figures reconcile to the ledger

按需定制，全程代劳

无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。

您下单

以一次性构建价格开始。我们在启动时与您共同确定范围。

我们构建与安装

ECOSIRE 在您的 Dynamics 365 Business Central 上构建、配置并安装。

上线 + 支持

约 2–4 周内上线，并提供上线后的支持期。

关于此产品

The Power BI Embedded Analytics Pack puts live finance, sales, inventory and project dashboards inside your Business Central role centers — so leaders and analysts get decision-grade BI without leaving the ERP or exporting to spreadsheets.

This is a build-to-order extension, not an instant AppSource download. ECOSIRE designs the data model, builds the Power BI reports, and ships an AL per-tenant extension that embeds them into your role centers using the Power BI Reports Part and BC's native Power BI integration. We install it directly on your Business Central environment (cloud SaaS or on-prem), wire up authentication, and support it after go-live.

Under the hood, dashboards read your live BC data through the standard OData v4 / API endpoints (and published API queries where throughput matters), so figures reconcile to the underlying ledger, item ledger and job entries. We add page extensions to embed report parts on Role Center pages, permission sets to govern who sees what, and optional Dataverse / Power Platform synchronization when you need cross-app analytics. Drill-through actions jump from a Power BI visual back to the exact BC record — a posted invoice, item card or job — using BC's page-launch deep links.

You receive customizable .pbix report templates so your team can keep extending visuals after handover. Refresh runs on a schedule you choose (or near-real-time via DirectQuery against the API), governed by Power BI workspace settings and, for on-prem data, the On-premises data gateway.

Honest scope: this requires a Power BI Pro/Premium capacity (or Fabric) and a Business Central environment we can access during the build. We confirm licensing, data volumes and refresh strategy in a short scoping call before quoting the lead time below.

你得到什么

Per-tenant AL extension (.app) embedding Power BI report parts into your BC role centers, installed on your environment

Four production Power BI dashboards — finance, sales, inventory, projects — connected to your live BC data

Customizable .pbix report templates delivered to your Power BI workspace for ongoing self-service extension

OData/API query objects and any required page extensions, permission sets and role-center wiring

Power BI workspace and refresh setup, including On-premises data gateway configuration if needed

Source-controlled AL project, installation guide, data-model documentation and a short admin handover session

这是给谁的

Finance leader / CFO

Wants the P&L, cash position and aged balances live inside Business Central every morning, reconciled to the ledger, without waiting on month-end spreadsheet exports from the finance team.

Operations / inventory manager

Needs stock valuation, turnover and reorder exposure on the role center to catch dead stock and stockouts early, with drill-through to the item card and ledger entries behind each number.

BI analyst / Power Platform admin

Gets editable .pbix templates, a documented data model and clean OData/API queries so they can extend dashboards and reuse the dataset across Power BI and Dataverse without reverse-engineering the BC schema.

Power BI Embedded Analytics Pack 如何比较

标准	伊科西尔	定制建造	竞争对手
Dashboards embedded inside BC role centers (no separate portal)	包含	部分支持	部分支持
Pre-built finance, sales, inventory and project models reconciled to your ledger	包含	不包括在内	部分支持
Built and validated against your real data, not sample data	包含	包含	不包括在内
Drill-through from Power BI visual back to the exact BC record	包含	部分支持	部分支持
Installed as a signed per-tenant AL extension that survives BC upgrades	包含	部分支持	包含
Editable .pbix templates handed over for self-service extension	包含	部分支持	不包括在内
Installation, gateway setup and ongoing support included	包含	不包括在内	不包括在内
Tailored to your chart of accounts, dimensions and KPIs	包含	包含	不包括在内

关于Power BI Embedded Analytics Pack的常见问题

Is this an instant download from Microsoft AppSource?

No. This is a build-to-order extension. ECOSIRE builds the Power BI reports and an AL per-tenant extension against your real Business Central data, then installs it directly on your environment. There is no instant AppSource download — you get a solution tailored to your chart of accounts, dimensions and reporting needs.

How long until it is live on our environment?

Typical delivery is 2 to 4 weeks from kickoff, depending on data volume, the number of customizations beyond the four standard dashboards, and your refresh/gateway setup. We confirm a firm lead time in a short scoping call before you pay, after we review your BC environment and Power BI licensing.

What do we need on our side before you start?

A Business Central environment (cloud SaaS or on-prem) we can be granted access to during the build, and Power BI Pro or Premium/Fabric capacity for the users who will view dashboards. For on-prem data we set up the On-premises data gateway. We confirm exact prerequisites in scoping so there are no surprises.

How does refresh and live data work without slowing down Business Central?

Dashboards read through standard OData v4 / BC API endpoints and published API queries, which are designed for external reads and do not lock the transactional tables. You choose scheduled refresh (e.g. hourly or nightly) or near-real-time DirectQuery. We tune the strategy to your data volume and capacity so reporting load stays off the posting path.

Do you provide ongoing support and updates after go-live?

Yes. We support the extension after delivery, including fixes, help with the handover templates, and re-validation when Microsoft ships a Business Central version update — per-tenant extensions are designed to survive upgrades, and we re-test against new releases. Ongoing support and enhancement work is offered under a maintenance arrangement agreed during scoping.