Power BI Reports for Business Central’s Jobs

Incorporating Power BI reports into your Business Central Role Centre makes it more dynamic and useful within the business for employees. Having live-time data related to reports tailor made to your needs will always provide a benefit a default Business Central report can’t. Today’s post focuses on the benefits it can bring to those using Jobs. We’ll be demonstrating an example of a Power BI report which shows overdue Job records.

The value of a Power BI report for jobs

If a company’s manufacturing bespoke units for particular jobs, it’s crucial that the project manager reviews their progress to see which are overdue. If the project manager identifies any overdue jobs, they can spend time resolving the issues. Since we can portray this data on the Role Center, it’s clear straight away upon logging into Business Central. This eliminates the need to find out externally, assuming people keep the data in the system up to date. Upon amending the issue and logging the data in Business Central, it’ll remove the job from this Power BI report.

This shows how the Power BI Reports for Jobs sits on the Business Central Role Center.
Here’s our Power BI report on the Business Central Role Center tailored to Jobs.

If we focus specifically on the chart, we can see this:

An overdue job is displayed with the Job No. on the x-axis and the Total Cost and Total Price on the y-axis. The jobs are sorted to present the project manager with the most financially important jobs first. Obviously, the way the jobs are organised could be different. Instead you could use data to organise the jobs by how overdue they are, having the most overdue on the farthest left.

Obviously, this is just a small demonstration of the things you could employ. When implementing this style of Power BI report, you might choose to incorporate additional sophistication such as:

  • Filters by user
  • The ability to drill down into the job to identify which specific actual job planning lines are overdue

Of course, the more data you portray, the more knowledge you impart to employees. In turn, this reduces the need for employees to find out from other sources how work is progressing.

Closing remarks

In conclusion, hopefully this gives you ideas as to how integrating Power BI into your Business Central can improve your work experience! If you missed our previous blog on Power BI reports for Business Central’s Manufacturing module, make sure to give that a read.

Before you go, if there’s any topics you’d like us to cover in future blogs, please let us know. If you have any other comments or queries, we’d love to hear from you; you can get in contact with us here. Lastly, to never miss when our posts go live, be sure to follow us on LinkedIn.

Scroll to Top