Accessing and using Power BI Content Pack: Actual versus Budgeted
What you can do with Actual v/s Budget Power BI
The aim of this feature is to facilitate professionals in keeping track of the actual performance in comparison to the budgeted one, in an organization. Through this, you gain a clear perspective of budget variances involved. You can perform present year’s budget analysis based on budget code, category, fiscal period, main account and its descriptions. This aids you in understanding the reasons for variances, if any.
To access the Power BI content, you need to access the CFO and Ledger Budget and Forecasts workspaces. Here, you will find the different reports resulting from the actual versus budget Power BI.
Note: This applies to the Enterprise Edition of MS Dynamics 365 (Finance & Operations) with July 2017 update.
Here are the reports and associated metrices that you would find under the Microsoft Actual versus Budget Power BI:
|Expenses - Actual vs budget||
|Revenue - Actual vs budget||
How to modify content packs
You would want to modify the content packs when there is a need to add more reports, visuals or information. By doing so, you can render better analytics to guest users of Microsoft Dynamics 365 who do not essentially sign-in. Microsoft Dynamics Lifecycle Services (LCS) helps you do this with ease. You just need to make the required modification to the content pack and publish it to your tenant on Power Bi.com.List of the encompassed Data Model and Entities
|General Ledger Activities||Transaction amounts for the general ledger|
|Budget Activities||Transaction amounts for the budget register|
|Main Accounts||Main accounts to filter reports by|
|Fiscal Calendars||Fiscal calendars to filter reports by|
|Ledgers||Ledgers that can be used to filter the report to the current ledger|
|Budget Codes||Budget codes to filter reports by|
|Legal Entities||Legal entities that can be used to filter the report to the current legal entity|
LCS is where you’d find this content. Look for the Shared Assets Library and get into it to access your Actual versus Budget Power BI content pack.
Explore more about downloading the content and implementing it for your specific use by following the link: Power BI content in LCS from Microsoft and your partners.
Lastly, an easier way to understand the accessing and implementation mechanism of the content pack is this demo: Power BI content from Microsoft and your partners in Dynamics Lifecycle Services Office Mix.
If you are looking to implement Power BI for your organization, please feel free to contact us.
About the Author
Dhananjayan K J is Senior Digital Marketing Manager for SAGlobal, where his role is to primarily develop and implement digital marketing strategies for Microsoft Dynamics products and services. Dhananjayan has over 12 years of enterprise marketing experience with strong background in digital marketing across industries.