Dynamics NAV

If you’re looking to connect to a Dynamics NAV data source from inside Power BI, you’re in luck! Power Query M Language code can easily accomplish this task. In this article, we’ll walk you through the process of connecting to a Dynamics NAV data source, step-by-step.

Prerequisites

Before we get started, there are a few prerequisites you’ll need to meet in order to connect to your Dynamics NAV data source. You’ll need to have:

– A Dynamics NAV account

– Access to Power BI

– The OData API enabled in Dynamics NAV

If you don’t have access to these tools, you’ll need to acquire them before you can proceed.

Connecting to the Data Source

Once you’ve met the prerequisites, it’s time to start connecting to your Dynamics NAV data source. Follow these steps:

1. Open Power BI and click on the “Home” tab

2. Click “Get Data”

3. Select “OData Feed”

4. Enter the URL for your Dynamics NAV OData API

At this point, you’ll need to enter your Dynamics NAV credentials. Once you’ve done that, Power BI will connect to your Dynamics NAV data source.

Building Your Query

After you’ve connected to your Dynamics NAV data source, you’ll need to build your query. This is where the real power of Power Query M Language code comes in. Here’s how to do it:

1. Click on the “Transform Data” button

2. In the Power Query Editor, click on the “Advanced Editor” button in the “View” tab

3. Copy and paste the following code into the editor:

---

let

Source = OData.Feed(“Dynamics NAV OData API URL>”),

#”NAV_TableName” = Source{[Name=”

Dynamics NAV>”]}[Data]

in

#”NAV_TableName”

---

4. Replace “Dynamics NAV OData API URL>” with your actual Dynamics NAV OData API URL.

5. Replace “

Dynamics NAV>” with the name of the table you want to access in Dynamics NAV.

6. Click “Done” to close the editor.

Conclusion

And that’s it! You’ve successfully connected to your Dynamics NAV data source from inside Power BI using Power Query M Language code. This allows you to take advantage of the full range of data analysis tools available in Power BI, giving you insights into your Dynamics NAV data that you might not have had before. Happy analyzing!

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