Dynamics Business Central with Reporting — Lesson 3: Operational Reporting, Excel, and Power BI

Learning Objectives

• Create reports for sales, purchasing, inventory, cash, and projects
• Use Excel layouts, exports, edit-in-Excel, and analytical workflows
• Connect Business Central data to Power BI and review dataset behavior

Detailed Topics

• Create reports for sales: Create reports for sales, purchasing, inventory, cash, and projects
• Use Excel layouts: Use Excel layouts, exports, edit-in-Excel, and analytical workflows
• Connect Business Central data to Power BI and review dataset behavior: Connect Business Central data to Power BI and review dataset behavior

Guided Demonstration

1. Review the requirement, environment, dependencies, roles, risks, and expected outcome.
2. Demonstrate the relevant configuration, analysis, code, or administration workflow step by step.
3. Capture settings, outputs, logs, screenshots, calculations, or test evidence.
4. Compare the observed result with the stated acceptance criteria.

Hands-On Activity

Create an operational reporting pack using Business Central and Excel or Power BI.

• Document assumptions and the planned sequence before making changes.
• Complete the activity and preserve evidence of normal and exception behavior.
• Record issues, corrective actions, and reusable operational or development notes.

Troubleshooting Focus

• Separate symptoms from causes and collect evidence before applying a fix.
• Check configuration, permissions, data, dependencies, capacity, connectivity, and recent changes.
• Validate rollback, recovery, support ownership, and user or business impact.

Validation Checklist

• The requirement and expected outcome are clear.
• The selected configuration, design, query, code, or process is documented.
• Normal, boundary, failure, security, and operational conditions are reviewed.
• The result is supported by evidence and the next improvement is prioritized.

Lesson Outcome

Learners can explain and apply Operational Reporting, Excel, and Power BI in a realistic scenario and validate the result with documented evidence.