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How to: Set Up and Publish KPI Web Services Based on Account Schedules

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In the Account Schedule KPI Web Service Setup window, you set up how to show the account-schedule KPI data and which specific account schedules to base the KPIs on. When you choose the Publish Web Service button, the specified account-schedule KPI data is added to the list of published web services in the Web Services window.

To set up and publish a KPI web service that is based on account schedules

  1. Choose the Search for Page or Report icon, enter Account Schedule KPI Web Service Setup, and then choose the related link.

  2. On the General FastTab, fill in the fields as described in the following table.

    Field Description
    Forecasted Values Start Specify at what point in time forecasted values are shown on the account-schedule KPI graphic.

    The forecasted values are retrieved from the general ledger budget that you select in the G/L Budget Name field. Note: To obtain KPIs that show forecasted figures after a certain date and actual figures before the date, you can change the Allow Posting From field in the General Ledger Setup window. For more information, see Allow Posting From.
    G/L Budget Name Specify the name of the general ledger budget that provides forecasted values to the account-schedule KPI web service.
    Period Specify the period that the account-schedule KPI web service is based on.
    View By Specify which time interval the account-schedule KPI is shown in.
    Web Service Name Specify the name of the account-schedule KPI web service.

    This name will appear in the Service Name field in the Web Services window.

    Proceed to specify one or more account schedules that you want to publish as a KPI web service according to the setup that you made in the previous table.

  3. On the Account Schedules FastTab, fill in the fields as described in the following table.

    Field Description
    Acc. Schedule Name Specify the account schedule that the KPI web service is based on.
    Acc. Schedule Description Specify the description of the account schedule that the KPI web service is based on.

  4. Repeat step 3 for all the account schedules that you want to base the account-schedule KPI web service on.

  5. To view or edit the selected account schedule, on the Account Schedule FastTab, choose the Edit Account Schedule action.

  6. To view the account-schedule KPI data that you have set up, choose the Account Schedule KPI Web Service action.

  7. To publish the account-schedule KPI web service, choose the Publish Web Service action. The web service is added to the list of published web services in the Web Services window.

Note

You can also publish the KPI web service by pointing to the Account Schedule KPI Web Service Setup page object from the Web Services window. For more information, see How to: Publish a Web Service.

See Also

Dynamics 365 Business Central
Business Intelligence
Finance
Setting Up Finance
The General Ledger and the Chart of Accounts
Working with Dynamics NAV