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Design BIRT Reports on Dynamics 365 Business Central Data

Provide current Dynamics 365 Business Central data to your embedded analytics.

The CData JDBC Driver for Dynamics 365 Business Central integrates connectivity to Dynamics 365 Business Central APIs into your data-driven Java applications. You can use the CData JDBC Driver for Dynamics 365 Business Central with the BIRT (Business Intelligence Reporting Tools) platform to create BIRT reports that reflect changes to your data in real time.

  1. If you have not already done so, install the BIRT Framework plugin and the Database Development plugin for Eclipse.
  2. Click File -> New -> Report. The Report Design perspective is opened.
  3. In the Data Explorer, right-click Data Sources and click New Data Source.
  4. Select the Create from a Data Source Type in the Following List option and select JDBC Data Source.
  5. Click Manage Drivers and add the driver JAR, located in the lib subfolder of the installation folder.
  6. In the Database URL box, enter the JDBC URL containing the connection string.

    To authenticate to Dynamics 365 Business Central, you must provide the User and AccessKey properties.

    To obtain the User and AccessKey values, navigate to the Users page in Dynamics 365 Business Central and then click on Edit. The User Name and Web Service Access Key values are what you will enter as the User and AccessKey connection string properties. Note that the User Name is not your email address. It is a shortened user name.

    To connect to data, specify OrganizationUrl. If you have multiple companies in your organization, you must also specify the Company to indicate which company you would like to connect to. Company does not need to be specified if you have only one company.

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the Dynamics 365 Business Central JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.d365businesscentral.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

    A typical JDBC URL is below:

    jdbc:d365businesscentral:OrganizationUrl=https://myaccount.financials.dynamics.com/;
  7. Right-click the Data Sets folder and select the JDBC data source for Dynamics 365 Business Central.
  8. In the resulting dialog, build the SELECT query to be used to retrieve the data for the report. This article uses the following query: SELECT accountid, Name FROM Accounts
  9. In the Palette, drag a Chart onto the editor. The chart wizard is displayed.
  10. After selecting the chart type, drag columns onto the chart fields on the Select Data tab.
  11. Click Run -> View Report -> In Web Viewer to view the report.

Your BIRT reports can now pick up any updates to Dynamics 365 Business Central data.

To publish the report to your application server, add the driver JAR to the BIRT Viewer's classpath. For more information, see the CData KB for guides to deploying the JDBC Driver on Java application servers.