Pages Overview
Pages
Badger Account Groups
| Type | Caption | Description |
|---|---|---|
| Field | Name | Specifies the name of the Badger account group. |
| Field | Description | Specifies a description of the Badger account group. |
| Action | Edit account group rows | Edit the selected account group. |
Badger Account Group
| Type | Caption | Description |
|---|---|---|
| Field | Name | Specifies the name of the Badger account group. |
| Field | Row No. | Specifies a number that identifies the line. |
| Field | Description | Specifies a description or a name for the group of accounts specified in the totaling field. |
| Field | Totaling | Specifies a filter that groups an account interval or a list of account numbers into an account group. The account groups can then be used to build financial reports based on general ledger entries within Power BI. |
| Field | Section | Specifies a description or a name for a section. Sections can be used as an additional level to group accounts by. |
| Field | Group | Specifies a description or a name for a category. Categories can be used as an additional level to group accounts by. |
| Field | Sort Order | Specifies the order in which the account groups should be sorted. |
Badger Account Groups
| Type | Caption | Description |
|---|---|---|
| Field | Name | Specifies the name of the Badger account group. |
| Field | Description | Specifies a description of the Badger account group. |
| Action | Edit Badger Account Group Lines | Edit the selected account group. |
| Action | Synchronize Badger Account Groups | Synchronize all Badger account groups. Use this action when you make a change to a Badger account group, to synchronize the change to the Badger Power BI files. |
| Action | Job Queue Entry | View or edit the job that synchronizes Badger account groups. For example, you can see the status or change how often synchronization occurs. |
Badger Fields Setup Card
| Type | Caption | Description |
|---|---|---|
| Field | Badger Service Name | Specifies the name of the service created by Badger. |
| Field | badgerField1 | Specifies the number of the field to be added to the Badger Power BI files. |
| Field | badgerField2 | Specifies the number of the field to be added to the Badger Power BI files. |
| Field | badgerField3 | Specifies the number of the field to be added to the Badger Power BI files. |
| Field | badgerField4 | Specifies the number of the field to be added to the Badger Power BI files. |
| Field | badgerField5 | Specifies the number of the field to be added to the Badger Power BI files. |
| Field | badgerField6 | Specifies the number of the field to be added to the Badger Power BI files. |
| Field | badgerField7 | Specifies the number of the field to be added to the Badger Power BI files. |
| Field | badgerField8 | Specifies the number of the field to be added to the Badger Power BI files. |
| Field | badgerField9 | Specifies the number of the field to be added to the Badger Power BI files. |
| Field | badgerField10 | Specifies the number of the field to be added to the Badger Power BI files. |
Badger Fields Setup
| Type | Caption | Description |
|---|---|---|
| Field | Badger Service Name | Specifies the name of the service created by Badger. Select the service you want to add fields to, for use in the Badger Power BI files. |
| Field | badgerField1 | Specifies the number of the field to be added to the Badger Power BI files. |
| Field | badgerField1 Name | Specifies the caption of the field to be added to the Badger Power BI files. It is possible to show and change the name of the Badger Field in the Badger Power BI reports. |
| Field | badgerField2 | Specifies the number of the field to be added to the Badger Power BI files. |
| Field | badgerField2 Name | Specifies the caption of the field to be added to the Badger Power BI files. It is possible to show and change the name of the Badger Field in the Badger Power BI reports. |
| Field | badgerField3 | Specifies the number of the field to be added to the Badger Power BI files. |
| Field | badgerField3 Name | Specifies the caption of the field to be added to the Badger Power BI files. It is possible to show and change the name of the Badger Field in the Badger Power BI reports. |
| Field | badgerField4 | Specifies the number of the field to be added to the Badger Power BI files. |
| Field | badgerField4 Name | Specifies the caption of the field to be added to the Badger Power BI files. It is possible to show and change the name of the Badger Field in the Badger Power BI reports. |
| Field | badgerField5 | Specifies the number of the field to be added to the Badger Power BI files. |
| Field | badgerField5 Name | Specifies the caption of the field to be added to the Badger Power BI files. It is possible to show and change the name of the Badger Field in the Badger Power BI reports. |
| Field | badgerField6 | Specifies the number of the field to be added to the Badger Power BI files. |
| Field | badgerField6 Name | Specifies the caption of the field to be added to the Badger Power BI files. It is possible to show and change the name of the Badger Field in the Badger Power BI reports. |
| Field | badgerField7 | Specifies the number of the field to be added to the Badger Power BI files. |
| Field | badgerField7 Name | Specifies the caption of the field to be added to the Badger Power BI files. It is possible to show and change the name of the Badger Field in the Badger Power BI reports. |
| Field | badgerField8 | Specifies the number of the field to be added to the Badger Power BI files. |
| Field | badgerField8 Name | Specifies the caption of the field to be added to the Badger Power BI files. It is possible to show and change the name of the Badger Field in the Badger Power BI reports. |
| Field | badgerField9 | Specifies the number of the field to be added to the Badger Power BI files. |
| Field | badgerField9 Name | Specifies the caption of the field to be added to the Badger Power BI files. It is possible to show and change the name of the Badger Field in the Badger Power BI reports. |
| Field | badgerField10 | Specifies the number of the field to be added to the Badger Power BI files. |
| Field | badgerField10 Name | Specifies the caption of the field to be added to the Badger Power BI files. It is possible to show and change the name of the Badger Field in the Badger Power BI reports. |
| Action | Edit | Edit badger fields in card view. |
Badger Setup
| Type | Caption | Description |
|---|---|---|
| Field | Step 1: | Download Power BI desktop (Optional). It is not necessary, but if you want to make changes to the reports, it is beneficial to do so in Power BI desktop. |
| Field | Step 2: | Download the Sales & Finance for Badger BI app that consists of a ready-to-use package of a report and a data set that gives you a quick and easy start when you want to use Power BI to visualize your Microsoft Dynamics 365 Business Central data. |
| Field | Step 3: | Copy the URL for OData feed and paste it in the Sales & Finance for Badger BI app to connect it with your data. |
| Field | OData V4 URL | Specifies the URL that is used to connect Business Central to Power BI through the OData feed. |
| Field | Generate Attachment URL | Specifies if the attachments URL should be generated in api pages. |
| Field | Download Main Attachment | Specifies whether the main attachment for the incoming document should be automatically downloaded when the page in Business Central is opened via the attachments URL. |
| Field | Use Custom Period for Badger Date Entries | Specifies if a custom period should be used for Badger date entries. If this field is set to true, you can generate entries for a custom period via the "Create Badger Date Entries" action. |
| Field | Dates for Badger exists | Specifies if the date table used within the app Badger is populated with calendar data. |
| Field | Badger Account Groups Needs Synchronization | Specifies if Badger Account Groups needs to be synchronized. |
| Action | Web services | View or edit web services. |
| Action | Badger Help | Open the website where the publisher SmartApps shows support and contact information. |
| Action | Create Badger Date Entries | Delete existing Badger date entries and creates new ones. If the Use Custom Period for Badger Date Entries field is disabled, the period for new entries will be from 1st of January the year of the first posting date in General Ledger Entry, until 31st of December three years from now. Enable the Use Custom Period for Badger Date Entries field to determine the start and end date yourself, note, however, that this means that you need to manage the dates manually. |
| Action | Synchronize Badger Account Groups | Synchronize all Badger Accounts Groups. Use this action when you make a change to a Badger Account Group, to synchronize the change to the Badger Power BI files. |
| Action | Job Queue Entry | View or edit the job that synchronizes Badger account groups. For example, you can see the status or change how often synchronization occurs. |
| Action | Badger Fields Setup | View or set up Badger Fields. You can map up to 10 fields per web service page as a Badger Field. You can use the Badger Fields to add custom or standard fields to the Badger Power BI files. |
| Sub page | Badger Account Groups | Badger Account Groups |