Wouldn't it be cool if we put a trend line on this report that showed you average sales on your bar chart? So, you can see, sales are going up, but over the past three years they're trending down." And we can even offer suggestions you may not even have thought of such as, "You want to see overall sales. When we know why you want the report, we know how to build it. They are using the same data for completely different reasons. He wants to analyze his team, to figure out where the holes are, where the trends are. The other guy wants a Power BI report to see how his salespeople are doing. Each personalized with their logo so he can do PowerPoint presentations. Then, he wants to present a completely different set of data for manufacturer B. He wants to show manufacturer A what he is doing for them. One guy does sales for other companies, and he wants to be able to provide metrics to his suppliers. Two completely different reasons why they want the report. Two identical programs, two similar reports for sales reps. We are doing two Power BI projects right now. I often tell my clients, "If you can't explain why you need that report in a sentence or two, then you haven't thought it through well enough." There is a reason for every report. In those cases, here are five tips we know that will help you to reduce the time, and therefore the cost, from your Microsoft Dynamics 365 Partner. However, there are times when it is just better to leave it to the experts. As we mentioned in our previous post, there are ways that you can dive in and learn to do some of this reporting on your own. On a Microsoft Dynamics 365 implementation proposal, the cost of building custom reports can be substantial.
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