Before you start
1
Make sure you have BI4Dynamics License
Start your free trial to get the data you need to stay on top of your business.
2
Check System Requirements
Make sure you meet BI4Dynamics system requirements before starting the wizard driven installation.
#1 Installation
Straightforward wizard driven installation.
1
Download Installation Package
BI4Dynamics Installation package includes BI4Dynamics program file (.exe).
2
Follow step by step wizard driven installation process
Install (BI4Dynamics), Deploy (Structures) and Process (data) watching video or reading Installation manual.
3
See in detail what’s included in the standard solution
Download White Paper (100+ p) document that describes Cubes, Dimensions and its Attributes.
#2 Setting up Excel and Power BI reports
Connect your transformed data to pre-built Excel reports.
1
Download Excel Reports
Take advantage of 100+ pre-built reports made in Microsoft Excel. Contact us for additional languages.
2
Change Data Connection in Excel
You need to change data connection in Excel to newly created (analysis) data base and refresh your data.
3
Build your own reports and dashboards in Excel
Download Excel Pivot Tables instructions with Exercises to use the full potential of BI4Dynamics.
Connect your transformed data to pre-built Power BI reports.
1
Download Power BI Reports made on top of BI4Dynamics
Take advantage of Power BI reports that were made on top of BI4Dynamics Data Warehouse.
2
Create (free) Power BI Account
Follow this link to create Power BI Account and download Power BI application.
3
Change Data Connection in Power BI to BI4Dynamics data base
You need to change data connection in Power BI to newly created data base and refresh your data.
#3 Customization
Add customization from Dynamics ERP to BI or build new Cubes.
1
Download Customization Manual
Download Customization Manual to learn how to build new cubes, edit dimensions, setup virtual cubes or manage roles and permissions.
2
Watch videos on how to use Customization Wizard
Watch hands on videos to see how easy it is to build your own cube, change existing and manage dimensions.