Pass multiple Power BI filters from embedded Power BI report in Dynamics CRM

[crodamer]

Hi all,

I have a POWER BI report that I have embedded on the Project form in Dynamics CRM…

Using the xrmtoolbox, I updated the Section that contains the embedding… There are two filters I want to pass to the report… below in bold….

<parameters>

          <PowerBIGroupId>fe82918c-f790-48d8-80ec-6cc7e9ba6d07</PowerBIGroupId>

          <PowerBIReportId>16c8944e-9977-44f1-95e2-116eefaf0cb0</PowerBIReportId>

          <TileUrl>https://app.powerbi.com/reportEmbed?reportId=16c8944e-9977-44f1-95e2-116eefaf0cb0</TileUrl>

          <PowerBIFilter>{"Filter": "[{\"$schema\":\"basic\",\"target\":{\"table\":\"vw_fct_project\",\"column\":\"Record Type Id\"},\"operator\":\"In\",\"values\":[$a],\"filterType\":1}]", "Alias": {"$a": "wo_recordtype"}}</PowerBIFilter>

          <PowerBIFilter>{"Filter": "[{\"$schema\":\"basic\",\"target\":{\"table\":\"vw_fct_project_embed_filter\",\"column\":\"Project Id Filter\"},\"operator\":\"In\",\"values\":[$a],\"filterType\":1}]", "Alias": {"$a": "msdyn_projectid"}}</PowerBIFilter>

</parameters>

Each parameter works fine if I only include that filter… but when I include both (like above) neither filter works…. I’m guessing that I need to be able to “combine” these two lines into one filter criteria… I’m just not certain how to do this.

Do you have any ideas how this might be done?

Thanks- Clayce Rodamer

[crodamer · Accepted solution]

Hi all,

I figured out the syntax for successfully pass two filters in an embedded Power BI report into Dynamics 365 CE.

The filter that works is:

<PowerBIFilter>{"Filter": "[{\"$schema\":\"basic\",\"target\":{\"table\":\"vw_fct_project\",\"column\":\"Record Type Id\"},\"operator\":\"In\",\"values\":[$a],\"filterType\":1},{\"$schema\":\"basic\",\"target\":{\"table\":\"vw_fct_project_embed_filter\",\"column\":\"Project Id Filter\"},\"operator\":\"In\",\"values\":[$b],\"filterType\":1}]", "Alias": {"$a": "wo_recordtype","$b": "msdyn_projectid"}}</PowerBIFilter>

What fixed my original formula as simply using a comma to seperate the filters and then also the Alias portion for the two fields needed to be separated out and following the filter portion.

Hope this helps.

Clayce

[Anonymous]

Hi,

How to use OR condition here? I want to pass two parameters form CRM form. How to use Or condition. So, the report will filter based either of two filters. 

[v-henryk-mstf]

Hi @crodamer ,

According to your needs, can check the blog links provided below help you?
Here is the reference link:
Embed filtered Power BI reports on Dynamics 365 forms – again – the official way | crm chart guy

Passing Parameters in URL to Filter a Power BI Report - Carl de Souza

If the problem is still not resolved, let me know immediately. Looking forward to your reply.

Best Regards,
Henry

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