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Power BI finance app

The Power BI finance app section covers the embedded Finance Power BI app in Business Central: its setup, semantic model, KPI definitions, and individual reports. It answers questions about receivables, payables, profitability, liquidity, liabilities, budgets, and ledger entry analysis.

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Overview

The Finance Power BI app embeds Power BI reports in Business Central so finance data can be analyzed without leaving the application. Reports are aimed at three audiences: executives (KPI dashboards), managers (detailed analysis) and finance staff (operational and ledger-level reports).

Start with “Finance Power BI app” for the overview, then “Set up the Finance Power BI app” to configure G/L account categories, map them to the semantic model categories, and set date filters. The “Power BI Finance app semantic model” page describes the star schema, and “Finance App KPIs and measures” documents the calculations and data sources.

The remaining pages each describe one report. They group into receivables and payables (Aged Receivables, Aged Payables, Average Collection Period, Late Payments), financial statements and performance (Balance Sheet by Month, Income Statement by Month, Budget Comparison, Profitability, EBITDA, Financial Overview), balance sheet health (Liquidity, Liabilities), and detailed ledger entries (General Ledger, Customer, Vendor).

Key points

  • Setup involves configuring G/L account categories and subcategories, mapping them to Power BI semantic model categories, and configuring date filters for performance.
  • The semantic model is a star schema: fact tables for customer ledger, vendor ledger, G/L and budget entries, plus dimension tables for accounts, customers, vendors and budgets.
  • The KPIs and measures reference covers Activity, Balance Sheet, Income Statement, Liquidity, Profitability and Customer Ledger measures.
  • Aged Receivables and Aged Payables (Back Dating) use customizable aging periods and payment terms to prioritize collections and vendor payments.
  • Late Payments (Receivables) reports Late Payment Amount, Late Payment %, Average Days Late, and number of payments and late payments.
  • Balance Sheet by Month and Income Statement by Month give month-to-month hierarchical views with drill-through to ledger entries.
  • Liquidity (current, quick, cash ratio) and Liabilities (debt ratio, debt-to-equity) assess short-term health and leverage.
  • Detailed Customer, Vendor and General Ledger Entries reports support reconciliation, month-end closing and audits.

Learn pages

  • Aged Payables (Back Dating): The Aged Payables (Back Dating) report provides an overview of outstanding vendor invoices categorized by payment terms and grouped into aging buckets.
  • Aged Receivables (Back Dating): The Aged Receivables (Back Dating) report provides an overview of outstanding customer invoices categorized by payment terms and grouped into aging buckets.
  • Average Collection Period: The Average Collection Period report provides a snapshot of the average number of days that were required to collect account receivable payments.
  • Balance Sheet by Month: The Balance Sheet by Month report provides a month-to-month view of the balance at date for all balance sheet accounts.
  • Budget Comparison: The Budget Comparison report provides a comparative analysis of G/L amounts to G/L budget amounts by month.
  • Detailed Customer Ledger Entries (Power BI report): The Detailed Customer Ledger Entries report provides a detailed view of individual transactions from the Detailed Customer Ledger, enhanced with information from customer ledger entries.
  • Detailed Vendor Ledger Entries: The Detailed Vendor Ledger Entries report provides a detailed view of individual transactions from the Detailed Vendor Ledger, enhanced with information from Vendor Ledger entries.
  • EBITDA: The EBITDA report provides an overview of your company’s EBIT and EBITDA over time.
  • Finance App KPIs and measures (Power BI): Get an overview of all the KPIs and measures in the semantic model for the Finance Power BI app.
  • Finance Power BI app: The Power BI Finance app provides comprehensive finance analytics to stakeholders at all levels of organizations.
  • Financial Overview: The Financial Overview report gives a clear picture of your organization’s finance activities.
  • General Ledger Entries: The General Ledger Entries report provides a detailed view of individual transactions within the general ledger.
  • Income Statement by Month: The Income Statement by Month report provides a month-to-month view of the net change for all income statement accounts.
  • Late Payments (Receivables): The Late Payments (Receivables) report provides insights into the behaviors of late paying customers.
  • Liabilities: The Liabilities report provides an overview of all liabilities broken down by current liabilities, payroll liabilities, and long-term liabilities.
  • Liquidity: The Liquidity report shows key liquidity metrics used to analyze an organization’s ability to meet current liabilities.
  • Power BI Finance app semantic model: Learn about the finance tables and fields in the Power BI Finance app semantic model for Business Central reporting and analysis.
  • Profitability: The Profitability report shows gross and net profits over time.
  • Set up the Finance Power BI app: Learn how to set up the Power BI Finance app

Videos, posts and code changes

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Business Central pages and reports

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