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MichelBuehler's avatar
MichelBuehler
New Member
10 years ago
Solved

MS CRM & Power BI Desktop - Field Labels

Hello Community!   My customer is using MS CRM 2016 "on Premise". Now they want to use Power BI Desktop.   They are afraid that the field labels (they have changed quite a lot of field labels) sh...
  • v-micsh-msft's avatar
    v-micsh-msft
    10 years ago

    Hi Michel,

     

    Well I understand it now.

    What label will the Customers see when using Power BI Desktop depends on which data source he accessed to.

    Power BI desktop customization won't affect the labels on the data source side, it will keep the changes locally.

    So if a customer loaded the data from the direct data source, then it should be (Street 1);

    if the customer loaded the data from the PBIX file which has the field labels changed, then he should see the changed labels.

    Let's say one customer 1 opens Power BI desktop, then load data from SQL server database, change the Street table name to Address within Power BI and save the file into a PBIX file;

    Then another customer opens Power BI and connect to the same SQL server Database, what he would see here is the Street table;

    If he opens Power BI desktop, and load the data from the PBIX file directly from Customer 1, then he would see the changed name- Address.

    You may take a look at sharing dashboards and reports in Power BI, if you would like to have the changed values shown wiht others:

    https://powerbi.microsoft.com/en-us/documentation/powerbi-service-how-should-i-share-my-dashboard/

     

    Post back if there are any further misunderstanding.

     

    Regards