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Mattlore
New Member

Creating multiple queries with CRM online 2015 best pracitices

Good afternoon

 

I'm learning more and more about the power of Power BI and the potential it has. I'm currently in the process of creating a few sample reports to show to our client based on our data.

 

So far I've had a lot of success with combining different data tables in our CRM 2015 online instance. Though I have concerns about the speed in which it add's queries to the data model.

 

From what I can tell; regardless of the filter I have on the query, it downloads all of the data from the organization (Which can take a long time as we have over 50,000 records in some of our tables). So right now I have 4 different queries that filter on different date fields (All of which yeilding different records). Is this the best practice? To have multiple queries and use the report builder to organize and show the data, or is it more effecient to have a single, broad query (Say all records created at the begining of the year) and use the report builder to filter on the data I wish to organize?

 

Note: I have looked at the data filters in the report builder and they don't appear as powerful as the query date filters, though I may just be looking in the wrong place.

1 REPLY 1
bw
New Member

I'm having the exact same problem in regards to having to download the entire dataset before applying custom filters. I wish there was an easier way. If I come across it, I'll make sure to post it here.

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