Forum Discussion

joseph_Dev's avatar
joseph_Dev
Frequent Visitor
2 years ago

Dashboard is not changing when Dynamics 365 Data Changes

Hello, I am trying to create a PowerBI dashboard to integrate in my Dynamics 365 Sales, and more importantly I need to show the changes in data in the graphs without having to manually refresh the pbix file.

 

1) I went to Power BI Desktop, and connected to 2 tables in my Dataverse environment via DirectQuery Mode.

2) I performed the data transformations needed on 1 of them.

3) I created the graphs needed and placed the fields/columns in them, successfully visualizing the data.

4) I published the pbix file to Power BI Service, and used the 'Pin to a dashboard' to pin each page of the pbix file to a dashboard.

5) I added those dashboards to my Dynamics 365 Sales.

 

Now my problem is changing data in the CRM is not being automatically reflected on those Dashboards. The record removed is still appearing in the table on Desktop. Why is this happening? I did connect via DirectQuery and I did add my pbix file to the Power BI Service by publishing it.

 

General Comment
Interesting Links
Need Help
Tips and Tricks
Tutorial Requests

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Hi joseph_Dev ,

    DirectQuery mode establishes a live connection to the data source, allowing Power BI to query the data source directly at the time of visualization or interaction. However, this doesn't mean that visuals in Power BI Service or Power BI Desktop will automatically refresh in real-time as data changes in the source.

    Consider using the Automatic Page Refresh feature in Power BI Service. This feature is specifically designed for DirectQuery sources to refresh visuals at a defined interval. Note that this feature is available in Power BI Premium or Premium Per User (PPU) capacities.

    Below is the official link will help you:
    Automatic page refresh in Power BI Desktop - Power BI | Microsoft Learn

    Best Regards,

    Xianda Tang

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

    • joseph_Dev's avatar
      joseph_Dev
      Frequent Visitor
      2 years ago

      Hello thanks for trying to help.

      So my first change was I recreated my report, but this time when I 'Get Data' I used Dynamics 365 (Dataverse) as my source not 'Dataverse' because I didn't notice they were separate. I was hoping this would help but it still didn't.

      I basically have 3 tables connected directly to my Datasource via DirectQuery: Cashflows, ActiveBacklogs, and ActivePipelines. I have 2 other tables being created using Power Query: ActiveCashflows and Consolidated. Consolidated is the one being used in all of my graphs.

      I did set a refresh when the count of cashflows changes, but still nothing happened.