Hello @Saugust ;
I am not familiar with Epicore but I worked with Dynamics NAV and Cenium PMS.
I believe you have a Database that you are connecting to. Of course best case scenario will be to have a Data Warehouse but is possible to do some tricks just in Power BI.
You might know these procedures but I take the liberty to explain in case some other members might need.
As @EnterpriseDNA mentioned, it is imperative for support to “see” the case but I believe that you have some sensitive information that you do not want to share. If that is the case, you might want to do the following:
CASE 1 - Export ALL your tables to an excel spreadsheet, a bit time consuming but at least you could change names, figures etc.
1.1. Connect your pbix to the excel document;
1.2. Upload both of the files here so the members can see the case;
CASE 2 - DIY approach
What I suggest is to have a good representation of the Tables in your schema, create some Dimension Tables and Fact Tables directly within Power BI in case you do not have a DataWarehouse. Create a Date Table Lookup on forum the one from @Melissa is really good. (Might check up this link Creating a dynamic Start-/EndDate for the Date table)
Make sure you always keep on your tables the Primary keys.
In order to achieve that, I recommend using Microsoft SQL Server Management Studio. I will only explain for one table here.
2.1. Lookup the table that you want to import. Use the “Script Table as” → SELECT TO → New query
You might have a bunch of columns that you are never going to use but are useful in the ERP.
2.2 Reduce the query to those Columns that YOU NEED including the Primary Key/ID.
2.3. Open Power BI Desktop and in the Get Data choose SQL Server
. Open Advanced Options
2.4 Do the same for the rest of the tables you need.
2.5. Clear up your DataModel
2.6 Use Power Query to Merge , Add columns (indexes are very imortant for tables that do not have Primary keys or Columns that can hook up with other tables.) or other transformations that your data model needs.
Once you get there, ask for more:-)
Well, I know this is not much help for now, but as a Painter cannot paint blindfolded or a Sound Engineer cannot mix without Monitor speakers, the analyst cannot work without data so this is just something to get you started again.