D365 Finance & Operations and Dynamics AX Forum

Financial Analysis - Current Company (Embedded BI)

  • 1.  Financial Analysis - Current Company (Embedded BI)

    Posted Dec 16, 2020 11:50 PM

    We are upgrading to D365 on January 1st and one feature I haven't figured out is the embedded BI.  When looking at a set of dashboards like Financial Analysis ' Current Company I can edit a tab like the financial overview and duplicate it, rename it, and create new visuals on the page.  When I save I can see it and so can those with a similar role or admin access but others can't see it.  Similarly when my team builds a tab they can see it, admin can see it, and some others can see.  What is the trick to editing and having others be able to view?  Is there only a specific security role that when using allows veryone to see new / modified tabs?

    Any insight would be appreciated!  Not a critical tool but I think it will be really useful if we can create dashboards for our different financial areas to review during the month.



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    Rob Selstrom
    Northern Tool + Equipment Company, Inc
    Burnsville MN
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