PowerBI Reports for Navision: 10-Wk Implementation

Anantara Solutions Pvt. Ltd.

An initiative that will change the way you view your Dynamics Navision financial data by implementing them on Microsoft Power BI with interactive visualizations and reporting.

Leverage the interactivity of Power BI that would help you visualize and analyze your financials on a real-time basis stored on a Navision back-end, without the necessity of having the required Navision technical knowledge.

Power BI visualizations provide interactivity and necessary drill-downs while viewing standard reports such as Profit & Loss statements, Balance sheets, Cash Flow, Debtor's Aging, and Creditor's Aging giving you a real-time view of your current financial situation empowering you to make the right decisions for your business at the right time.


  • Initial setup of Power BI with required configurations
  • Customization of Navision services on a staging instance for enabling Power BI to consume data on a real-time basis

Dashboards/Reports created will have the following:

  • Profit & Loss statements dashboard with Month-on-Month, Year-to-Date, Month-to-date, Year-on-Year comparisons with interactive drill-downs to help you understand your revenue flow
  • Balance Sheets for your company-level data to understand the Assets and Liabilities on a real-time basis
  • Cash Flow Statement to analyze operating, investing, and financial activities
  • Accounts Receivable and Accounts Payable aging profiles to understand pending payments/incomes on generated invoices
  • Analysis reports for Current Assets and Current Liabilities
  • Unadjusted Trial Balance Analysis with interactive breakdowns
  • Provide an instruction manual on the usage of Power BI dashboards and provide support to the client as they take the lead in performing UAT
  • Go-Live Readiness and support for migration of reports from staging to the production instance

We will work with you on an ongoing basis. For any customization/additional reports would be required as part of deliverables.

At a glance