Updated: 23.01.2025

Setup in TRASER DMS 365

In order to use the Power BI integration, several setups in TRASER DMS 365 are necessary. This chapter describes all necessary setups and is divided into the following sections:

Installing TRASER Power BI Integration

In order to use the TRASER Power BI apps, you must first download TRASER Power BI from Microsoft App Source. For further information regarding Power BI and Microsoft Dynamics 365 Business Central, please visit the following page: Introduction to Business Central and Power BI. For further information regarding the installation of Power BI apps from Microsoft App Source, please visit the following page: Installing Power BI Apps for Business Central. Before you can use TRASER Power BI, several setups in TRASER DMS 365 are necessary. These will be described in the following sections.

Setting up Export to Azure Data Lake Storage

You can set up the data transfer to the Azure Data Lake Storage on the Export to Azure Data Lake Storage page. To do so, please proceed as follows:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the Export to Azure Data Lake Storage page.
  • Navigate to the Setup FastTab.
  • Select the Azure Data Lake option in the Storage Type field.
  • Enter your tenant ID in the Tenant ID field.
  • Enter your container name for Azure Data Lake Storage in the Container field.
  • Enter your account name for Azure Data Lake Storage in the Account Name field.
  • Enter a client ID in the Client ID field. It will be displayed in encrypted form.
  • Enter a password in the Client secret field. It will be displayed in encrypted form.
  • Navigate to the Tables FastTab. In this table, you will find all tables available in TRASER DMS 365.
  • To specify which table fields should be exported to Azure Data Lake Storage, click the value in the Fields selected field.
  • A new page is displayed, allowing you to configure which fields of the selected table will be exported. To do so, activate the Activated checkbox for the respective table fields.
  • Then, click Close.
  • Repeat these steps for all tables.
  • Then, click on Export > Schema export in the menu bar. The table scheme you set up will be imported in the Azure Data Lake Storage. Once you edit a field, you have to redo the export to ensure that all changes will be included properly and the updated data is available. In this case, click on Export > Clear schema export date and then again on Export > Schema export in the menu bar.

Tip

You can schedule your data export to Azure Data Lake Storage to run automatically, such as at night or during off-peak hours. To set this up, click on Export > Schedule export in the menu bar, then enter your start time in the Earliest Start Date/Time field.

The setup for exporting to Azure Data Lake Storage is now complete. The next section describes how to set up the report options.

Report Setup

You can set up G/L accounts for report options as well as a base web URL on the TRASER Reporting page. To do so, please proceed as follows:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the TRASER Reporting page.
  • Enter the G/L accounts to be included in the reports in the respective fields in the Account Setup FastTab. To do so, click into the respective field.
  • Then click Add to Reporting Type on the newly opened page.
  • Select the G/L accounts to be deposited for this option from the list.
  • Confirm your choice by clicking OK.
  • The number in the related field now shows the number of deposited G/L accounts.
  • Repeat the steps mentioned above for all report options.
  • Click on Set Base Web URL in the menu bar to enter the base web URL.

Tip

You can also set up the report options directly via the G/L account cards. To do this, open the Chart of Accounts page and the relevant account. Navigate to the Reporting FastTab and enter the report option for the account in the TRASER BI Reporting Type field.

You have successfully set up the report options. The following section describes how to set up individual color schemes for your reports or dashboards.

Color Scheme Setup

You can set up an individual color scheme for your reports and dashboards in Power BI on the TRASER Reporting page. To do so, please proceed as follows:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the TRASER Reporting page.
  • Select Coloring  > Color Palette Setup from the menu bar.
  • Fill in the columns according to the table below.
Column Description
Code Enter a unique code for your color scheme.
Description Enter a clear description for your color scheme.
Shape Color Enter the desired color code in hexadecimal format (e. g. #FF5733) to specify the shape color.
Primary Text Color Enter the desired color code in hexadecimal format (e. g. #FF5733) to specify the primary text color.
Secondary Text Color Enter the desired color code in hexadecimal format (e. g. #FF5733) to specify the secondary text color.
Primary Line Color Enter the desired color code in hexadecimal format (e. g. #FF5733) to specify the primary line color.
Secondary Line Color Enter the desired color code in hexadecimal format (e. g. #FF5733) to specify the secondary line color.
  • Your changes are saved automatically.
  • Close the page.
  • Then, click on Coloring > Color Palette Mapping in the menu bar.
  • In the User ID field, enter the user for which you want to store the color scheme.
  • In the User Email Address field, enter the email address of the user.
  • Then, you may add the code of the previously defined color scheme in the Color Palette field.
  • The remaining fields will be filled automatically.

The setup of a custom color scheme for the specific user is complete.