Forum Discussion
Missing Column Names From CRM
So, you need to use the little arrows in the column header to expand that cell.
It's because those aren't columns in the same table. They are records from a different entity. Every picklist field in CRM is a lookup to a record in another table. So is every lookup field. Basically if the field isn't free text, date, or number it's probably going to show up in the query editor as a record. That has little to do with Power BI and more to do with the way CRM organizes and stores data.
Can you give me the fields that you are retrieving and from what table? I'll try to replicate it. We also use CRM Online.
I've done a little more research, and what I found might have been obvious to a more experienced user - I'm new. But in the Query Editor, where it lists all the columns, for some it shows data but for many it just shows the text 'Record' (see attached image).
It is the columns which show 'Record' that it never puts into the Field list when I apply the query.
What does the 'Record' notation mean? That it for some reason can't actually read the data in that field?
So, you need to use the little arrows in the column header to expand that cell.
Thanks - that appears to solve the problem. But why is it like that? I now have to go through the Query Editor every time and expand every column from which I actually want data? That's awful.
But in any case, thank you for your help.
It's because those aren't columns in the same table. They are records from a different entity. Every picklist field in CRM is a lookup to a record in another table. So is every lookup field. Basically if the field isn't free text, date, or number it's probably going to show up in the query editor as a record. That has little to do with Power BI and more to do with the way CRM organizes and stores data.