Analyze financial and operational data together.
With Power BI, you can consolidate data from D365 F&O financial and operational processes. Standardized metrics make trends and variances easy to track.
THE INTERPLAY
Financial and Operating Data
Reconciliated Financial Ratios
Interactive Reports
Schematic Diagram · Data Path Depending on the Environment
In D365 F&O, data is generated from financial and operational processes. For recurring questions, what matters is which pieces of information are needed together.
Existing F&O reports and Excel analyses fulfill many operational tasks. For regularly coordinated analyses across departments, the following questions often arise:
Financial and operational information is stored in different areas or complementary systems.
Companies, currencies, periods, and financial dimensions must be accounted for consistently.
Data from legacy systems should remain comparable to current R&D data.
Planning statuses and supplementary sources require a coordinated basis for calculation.
The types of analyses that are possible depend on the configuration, the modules used, and the data provided.
Depending on data availability, users can view the income statement and balance sheet, open items, liquidity, and plan-actual-forecast comparisons across periods and companies. For selected key figures, navigation can be set up to drill down to journal entries and supporting documents.
Revenue and gross profit can be analyzed by customer, country, segment, and manager. Orders, invoices, credit memos, and returns form the basis for year-over-year comparisons in both the original and reporting currencies.
Accounts payable, purchase orders, and master orders can be viewed by quantity, price, and supplier. Open or modified order lines can be displayed, provided the necessary information is available.
Inventory levels, inventory values, goods movements, and lead times can be analyzed by item, variant, size, or other dimensions.
Production orders, planned quantities, material requirements, scheduling, lead times, and resource planning can be incorporated depending on the modules used and the data provided.
Plans, actuals, and forecasts can be compared across months, quarters, years, or seasons. Different planning statuses, as well as supplementary Excel or planning data, are assigned to specific business functions.
Planned, actual, and forecast figures can be compared based on a reconciled data set. A financial report then presents key metrics and variances in summary form and, if necessary, provides access to the details.
A joint look at the course and prognosis.
Schematic representation with indexed example values.
Illustration with indexed sample values. The actual analysis depends on the available planned, actual, and forecast data.
Sample view of a Power BI financial report with demo data, independent of a D365 F&O connection. Click the image to enlarge.
Financial and Operating Data
Dataverse or other appropriate methods, depending on the environment
Key Metrics and Relationships; Microsoft Fabric as Needed
Interactive reports and customized permissions
Microsoft Dataverse can make Dynamics 365 and Power Platform data available for analysis. Microsoft Fabric can integrate and model F&O data and other sources. Power BI provides the interactive reporting layer.
Depending on your needs, you can also include planning and forecast data, Excel files, CRM data, historical ERP data, and production and logistics systems.
The specific approach depends on data availability, the existing environment, and business requirements. Microsoft Fabric is an important potential component, but it is not a universal requirement for every F&O project.
Power BI enhances the existing reporting environment with interactive and cross-domain analytics. Which tools remain in use depends on their respective purposes.
Power BI: Interactive analysis, visualization, and data exploration.
Financial Reporting: Reports for relevant financial requirements.
Formatted reports: Documents and print-oriented outputs.
F&O Reports: Operational issues in the work process.
data4success has practical project experience with reporting solutions based on D365 F&O, Microsoft Fabric, and Power BI. We integrate business metrics with data models, access permissions, and comprehensive documentation.
We clarify the questions, recipients, and required metrics.
We review available data, analyses, and calculations.
We coordinate classifications and definitions from a technical perspective.
We develop the analyses and review the results together.
We document the logic and gradually expand the scope.
The appropriate data provision depends on the existing F&O environment. We review the available data and model it for the desired Power BI analyses.
Yes, provided that the necessary information is made available and can be linked in a way that makes technical sense.
This is possible if assignments, conversions, periods, and key figures are defined together.
Yes, if they are available and can be made technically comparable using current F&O data.
Yes. To do this, planning statuses, periods, dimensions, and calculations must be aligned.
Planning files, CRM data, and other operational sources can be included as needed and depending on data availability.
Dataverse can provide Dynamics 365 and Power Platform data for further analysis. The specific use depends on the configuration.
No. Fabric can be useful for a scalable architecture. Whether it is needed depends on data provision, the environment, and the requirements.
This can be verified depending on the existing configuration and the available integration options.
Power BI enhances operational and formatted reports with interactive analytics. The project will determine which existing reports will continue to be used.
Accesses can be defined in a domain-specific manner in the semantic models and reports, for example, using row-level security. The specific implementation is verified based on user groups.
We'll discuss what types of analyses you need, what data is available, and how Power BI can effectively complement your existing reports.
