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Finacc (BC): Technical Reference

Overview

The Financial Accelerator (BC) allows reporting key metrics from BC as a turnkey solution.
It allows aggregating numbers over multiple companies.

flowchart LR

    BC[fa:fa-database BC]
    DWH[fa:fa-database DWH<br>SQL Server]
    DS((fa:fa-star-of-life<br>BC_dataset.pbix))
    R(fa:fa-chart-pie BC_reports.pbix)
    U[fa:fa-user User]
    SP[fa:fa-folder Sharepoint]

    BC-->DWH-->DS;
    SP-->DS;
    DS-->R;
    R-->U;

    style DWH fill:#007fff
   style DS fill:#FFD700,color:#fff
   style R fill:#FFD700,color:#fff

BC

The solution accesses BC via the Power Partners DWH (BC).

bc-webservices.png

We require the following endpoints/tables:

Query/Page Object ID Service Name Table Extension?
Query 50119 pwrpVendors Vendors x
Query 50120 pwrpCustomers Customers x
Query 50107 pwrpCustomerLedgerEntries CustomerLedgerEntries x
Query 50102 pwrpVendorLedgerEntries VendorLedgerEntries x
Query 50103 pwrpSalesInvoices SalesInvoices x
Query 50105 pwrpPurchaseInvoices PurchaseInvoices x
Query 50104 pwrpSalesInvoiceLines SalesInvoiceLiines x
Query 50106 pwrpPurchaseInvoiceLines PurchaseInvoiceLines x
Query 50101 pwrpGLEntries GLEntries x
Page 77 Resources Resources
Query 260 DimensionSetEntries DimensionSetEntries
Query 2400 accounts Accounts
API Companies

The extensions we are referring to is:

App Name: pwrp DWH
Installation File: Power Partners_pwrp DWH_2.22.0.28.app
App Publisher: Power Partners
Current Version: 2.22

It will be installed in BC as part of the Power Partners DWH (BC Edition).

Power BI

There are two distinct pbix files that are used for the solution:

  • BC_dataset.pbix
  • BC_reports.pbix

Workspace

The artefacts are typically deployed to a dedicated, single workspace.

workspace.png

Sharepoint

We need one Excel file to map the accounts to reporting lines.

This file is stored in Sharepoint. You can find the configuration under dataset > Settings > Parameters > SharepointURL

PowerQuery

PowerBI_Dataset

The dataset is usually configured to load nightly. You can find the configuration of your dataset under settings:

finacc-dataset-settings.png