HSO | ProServ
projects360 BI Manual — v10.0.26
v10.0.39
v10.0.34
v10.0.30
Table of Contents
HSO | ProServ
projects360 BI Manual — v10.0.26
projects360 BI Manual — v10.0.39
projects360 BI Manual — v10.0.34
projects360 BI Manual — v10.0.30
Introduction
BI Terms
What’s New in Version 10.0.26
What’s New in Version 10.0.22
What’s New in Version 10.0.20
F&O Configurations
Business Intelligence Tool
Configure
Inquire Utilization Data
Target update
Report Guide
aec360 BI content pack
Accounts Receivable
Project Portfolio
Project Details
Contract Portfolio
Contract Details
Contract Management
Earned Value Management
Utilization
General Ledger Analysis
Resourcing Report
Project Manager Report
Project Manager Dashboard
Data Model and Calculated Measures
Project Manager Workspace Configuration for Power BI
projects360 BI content pack
projects360 Project Portfolio
projects360 Accounts Receivable
projects360 Project status Report
projects360 Contract Portfolio
projects360 Contract Details
projects360 General Ledger Analysis
projects360 Resourcing Report
projects360 Utilization
projects360 Calculated Measures
Technical Guide
Table Based Entity Creation Best Practices
Best practices
Expected Row Count Mismatch
Azure SQL Databases (BYOD)
Common Tasks
Create Azure SQL DB
SQL Server Security
Publishing SQL Views
D365FO Tasks
Data Entity Publishing
Azure SQL Data Source Configuration
Run Data Export to Azure SQL
Manage Analysis Services
Publishing Tabular Model
Power BI
Publishing to Power BI
Power BI Using Azure Tabular
Writing Reports Using Power BI Service
Automated Data Refresh
Exporting Data from D365FO
Refresh Cube using Function App
Refresh Cube using PowerShell
Default Azure Analysis Services
Data Model
Table Relationships
Fact Tables
Actual
Actual Sales
AR Aging
Budget
Budget Sales
Committed Cost
Customer PO
General Ledger
Project Invoice
Timesheet
Utilization Target
Resourcing
Customer Transactions
Customer Transaction Settlement
Contract Agreement
SubContract Agreement
Days Sales Outstanding
Dimension Tables
Date Related Dimensions
Date Financial
Project Transaction Date
EffectiveDate
Grace Period
Posting Related Dimensions
Financial Dimension
Exchange Rate
Main Account
Posting Type
Project Transaction Type
Transaction Group
Utilization Type
Project Transaction Status
General Journal Entry
Timesheet Dimension
Resource Related Dimensions
Resource
Project Role
Project Controller
Project Manager
Sales Manager
Attribute Related Dimensions
Activity
Customer
Customer PO
Data Area
Line Property
Project
Project Category
Project Funding Source
Project Invoice
Sales Currency
Vendor
Work Location
Contract
Contract Agreement Dimension
Table Based Entity Creation Best Practices
This document will go over the best practices of creation of a table based entity in D365 F&O, along with any additional items that need to be created prior to the database.
Technical Guide
Best practices
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