Business Intelligence platform installation guide

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.

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#1 Installation

Straightforward wizard driven installation.

1

Download Installation Package

BI4Dynamics Installation package includes BI4Dynamics program file (.exe).

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2

Follow step by step wizard driven installation process media-play-48

Install (BI4Dynamics), Deploy (Structures) and Process (data) watching video or reading Installation manual.

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3

See in detail what’s included in the standard solution

Download White Paper (100+ p) document that describes Cubes, Dimensions and its Attributes.

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#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.

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2

Change Data Connection in Excel

You need to change data connection in Excel to newly created (analysis) data base and refresh your data.

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3

Build your own reports and dashboards in Excel download-48-gray

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 click-48

Take advantage of Power BI reports that were made on top of BI4Dynamics Data Warehouse.

2

Create (free) Power BI Accountclick-48

Follow this link to create Power BI Account and download Power BI application.

3

Change Data Connection in Power BI to BI4Dynamics data base media-play-48

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.

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2

Watch videos on how to use Customization Wizardmedia-play-48

Watch hands on videos to see how easy it is to build your own cube, change existing and manage dimensions.