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Power BI Connector Financial

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Posted on by DP-19051228-0

Hello,

The financial Power BI Connector I've set up with my environment has some visuals that are not populating. I'm thinking maybe it has to do with the categories and sub categories on the Chart of Accounts, not sure though. Does anyone know what the issue might be or can you point me towards any resources that could help me out?

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Dynamics 365 Business Central

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Rishabh Kanaskar 3,931 on at

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Power BI Connector Financial

Hi,

The Financial Power BI app relies on account categories/subcategories in your Chart of Accounts. If some visuals are blank, it usually means:
> G/L accounts aren’t assigned to categories/subcategories.
> Account schedules or dimensions expected by the report aren’t set up.
> Data hasn’t been refreshed properly in Power BI.

Check your Chart of Accounts setup and ensure every account has a category and subcategory. Then refresh the dataset in Power BI. That usually fixes missing visuals.

Thanks

Rishabh

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YUN ZHU 92,161 Super User 2025 Season 2 on at

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Power BI Connector Financial

Hi, In fact, you can open the standard report and view the logic inside now.

More details: Business Central 2025 wave 2 (BC27): Access open-sourced Power BI apps

https://yzhums.com/68178/

Thanks.

ZHU

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Pallavi Phade 1,880 on at

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Power BI Connector Financial

Namaste @DP-19051228-0

Ensure the Configuration in Chart of Accounts are correct

1) Categories , Sub Cateogires

2) Begin -Total , End-Total

If you create a G/L account without assigning an account category, when you assign the account to a posting group Business Central automatically assigns the account category from the G/L account immediately above the account in your chart of accounts. However, to include the new account in your financial reports, you must choose the Generate Financial Reports action on the G/L Account Categories page. Alternatively, open the G/L Account Card page, specify the account category, and then regenerate your financial report

Time zones are correctly Set

Below is link for KPIs , Measures .

https://learn.microsoft.com/en-us/dynamics365/business-central/finance-powerbi-kpis#current-ratio

https://learn.microsoft.com/en-us/dynamics365/business-central/finance-powerbi-liquidity

https://learn.microsoft.com/en-us/dynamics365/business-central/finance-powerbi-app-setup

If you feel this helped , Please mark as Verfied

Regards

Pallavi Phade

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Gregory Mavrogeorgis 208 on at

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Hi,

Those Liquidity KPI tiles (Current ratio, Quick ratio, Cash ratio) only light up if your G/L Account Categories & Subcategories are mapped properly. If the categories aren’t set (or only partly set), the measures have nothing to total, so you get -- on the visuals even though you have data.
Here’s the quick fix path:
Check your categories mapping
Go to G/L Account Categories.
Make sure you’ve got Assets → Current Assets, Liabilities → Current Liabilities, Inventory, Cash/Bank, Purchase Prepayments, etc.
Open Account Subcategories and confirm your actual G/L accounts are assigned to the right subcategories.
If it’s empty, use Actions → Suggest Accounts, then review/adjust.
(If you use account schedules) regenerate from categories
On G/L Account Categories, use Create/Update Account Schedules (wording varies by version) so the system’s default schedules line up with your categories.
Refresh the dataset
In Power BI Service, run a Refresh on the Business Central Financials dataset/app you’re using.
Back in BC, hit Refresh on the embedded report.
Sanity checks
Make sure you’re looking at the right company in the Power BI filter.
Confirm you have at least some G/L Entries posted into those current asset/liability accounts (date filter not excluding them).
If you customized the COA heavily, double-check that things like Inventory and Cash are really under the expected subcategories—those KPIs specifically look for them.
Why your hunch is right:
These KPIs don’t key off raw account numbers; they key off the category tree. If a category/subcategory is missing or no accounts are linked to it, the measure returns blank, so the cards show --.

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Sumit Singh 6,274 on at

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Hi,

May be it’s the G/L Account Categories mapping. The Finance Power BI app relies on categories/subcategories in your Chart of Accounts being set up and mapped to the semantic model. If they’re missing or misaligned, visuals might not populate.

Check this guide: Set up the Finance Power BI app - Business Central

https://learn.microsoft.com/en-us/dynamics365/business-central/finance-powerbi-app-setup

In short:

- Define G/L account categories in BC.

- Map them correctly to the Power BI Finance semantic model.

- Re-run the connector setup.

That usually fixes blank visuals.

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