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Create a new model from a Dynamics 365 Business Central Solution

Requirements

  • Data Hub v8 or later

  • Microsoft Dynamics 365 Business Central or Microsoft Dynamics NAV 2009 or later

Create a new data model

Click New resource > Connect to my data.

Select source

  • Under the Apps (On-prem) section, select Microsoft Dynamics 365 Business Central.

  • Microsoft Dynamics NAV 2009 users. From the source type pop-up, click Deploy on the "Dynamics NAV 2009" entry tagged Model.

  • All other users. From the source type pop-up, click Deploy on the Microsoft Dynamics 365 Business Central entry tagged Model.

Connect

To set up the connection between Data Hub and Microsoft Dynamics 365 Business Central:

  • Complete the following fields.

    1. Data Gateway - Leave this item set to None unless you are using a Data Gateway.

    2. Server - Use the server name if the Microsoft Dynamics 365 Business Central server is on the same network as the Data Hub server. Otherwise, a fully qualified domain name (FQDN) is required.

    3. Authentication - Depending on how your instance of Microsoft Dynamics 365 Business Central is configured, authentication credentials are provided by either of the following actions.

      1. Windows login - Use a Windows user name and password. Active Domain credentials are also accepted.

      2. SQL Server login - Use a SQL Server user name and password.

    4. User Name - Enter the user name of a user with access to the Microsoft Dynamics 365 Business Central instance. The user name provided may require the domain name (such as domain\user) or a User Principal Name format (user@fully-qualified_domain_name).

    5. Password - Enter the password for the provided user name.

    6. Caption Language - Select the language used to display user-friendly descriptions for elements stored by Microsoft Dynamics 365 Business Central.

Configure source

To specify which entities should be available for analysis in Data Hub:

  1. Specify entities for analysis by selecting or clearing the check box beside the entity names.

  2. Select Primary Company check box for the primary entity.

  3. Click Next to continue to Select Data step.

Create model

To deploy the data model provided by the Solution, complete the following fields:

Model Name

Enter a name for the new data model.

Model Location

Click Browse and select a root directory for data model using the Select Folder pop-up window. New folders can be created by right-clicking on existing folders and selecting New Folder.

Model Server

Select an existing Model Server to use for this Data Model or select Create new model server to open a New Model Server tab.

Model Database Name

Enter a name for the data warehouse table to be stored in Microsoft SQL Server. If the Model Database Name is already in use, attempting to create the model will not proceed until the Model Database Name is changed or Ownership of the existing table is changed.

Deploy Analytics

When checked, analytics provided by the Solution are deployed during model creation. When cleared, analytics will not be deployed during module creation and will need to be deployed later from the model task pane

Modules

Select the pre-packaged modules to be deployed for this data model. Once the model is configured, click Create Model. The model creation process takes several minutes.

Configure calendars

  1. Select from the four calendars provided:

    Note

    All four calendars start on January 1 by default. This can be changed using the calendar pane.

    1. Calendar YQMD - Calendar: Year, Quarter, Month, Day

    2. Calendar YWD - Calendar: Year, Week, Day

    3. Fiscal YQMD - Calendar: Year, Quarter, Month, Day

    4. Fiscal YWD - Calendar: Year, Week, Day

  2. Click Finish.

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