In this video I explained how to setup and configure the PowerBI.com Content Package for Microsoft Dynamics NAV 2016. Since then I have received a lot of feedback and questions from the community on how to get it to work with a local NAV 2016 instance.
Well, imagine that you have NAV 2016 running on your local machine, for example your laptop. First make sure that your ODATA Services are enabled and running:
And verify it in your browser:
My laptop is named thinkaboutit and my NAV 2016 is running locally, so I have the following URL:
This is also the URL that you will need to use to connect the Power BI content package to your NAV service.
Now, when you then try to use this URL in the https://powerbi.microsoft.com website in the Dynamics NAV content package, with windows authentication, it will time out or give an error.
To fix this problem you can download and install the Power BI Gateway.
- You can find it here: https://powerbi.microsoft.com/en-us/gateway
After you download and install the Power BI Gateway, you need to run it. It will ask you for your windows live id. Use the same one that you use on the Power BI website. After a while, a couple of minutes, it will launch and run in the background. If it does not, it might be because SQL Server Analysis is not running on your machine, make sure it does:
This is because the gateway also allows you to connect with an on premise Analysis Services instance (cubes).
Ok, now that the Power BI Gateway is up and running you are ready to go.
Goto the Power BI website, and use the content package for Dynamics NAV:
You can do this by following the same steps in the video. But instead you will use windows authentication 🙂
It takes a couple of minutes to load the data,
but then it’s ready and shows your local NAV 2016 data in the content pack:
You can verify in the dataset settings that it is using the Power BI Gateway connected to your machine, and did I mention that you can schedule an automatic refresh?:
That’s how easy it is, awesome, no?
Here you will find some info if you encounter any errors: