Can PowerBI replace my Excel time series data model?

Hi Anonymous 

You can create custom table using DAX. The option available in the modelling tab. To create a date table you need to use calender function. You may search your queries in Google , chat GPT, CoPilot to get relevant codes to built the model.

Hi Anonymous ,

I'm glad you're using an interesting tool.

Here are the common steps for how to create a report:

1.Import Data:

Open Power BI Desktop.
Go to Home > Get Data > More....
Select your data sources (e.g., Dynamics 365 for CRM data and your financial data source).
2.Transform Data:

Use the Power Query Editor to clean and transform your data.
Ensure both datasets have a common date field for using.
Use merge/append queries to enhance data associations or make data more concise
3.Create Relationships:

Go to the Model view in Power BI.
Ensure the relationship between the CRM data and financial data is correctly established based on the date field.
4.Create Visualizations:

Use the merged data to create your desired visualizations and reports.

Reference:

Building Reports in Power BI Desktop to Display Business Central Data - Business Central | Microsoft Learn

How to Connect CRM to Power BI for Advanced Data Analysis

Best Regards,

Stephen Tao

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