Forum Discussion

joseph_Dev's avatar
joseph_Dev
Frequent Visitor
2 years ago
Solved

Queries created in Power Query are not updating with changes made in Dynamics 365 Tables

Hello community,   In Power BI Desktop, I've created a report using Dynamics 365 Sales as my data source. I connected it via DirectQuery Mode. The report contains three queries sourced directly fr...
Data Protection
General Comment
Interesting Links
Need Help
Show and Tell
Tips and Tricks
Tutorial Requests
  • joseph_Dev's avatar
    joseph_Dev
    2 years ago

    Hello Anonymous,

    Thank you for elaborating. So basically changes made in new tables created within power query but not in dataverse do not show in the graphs of these tables.

    Since seeing live changes on graphs related to cashflows is a necessary requirement by top management, I made something a little bit redundant but necessary: In my dataverse table, I basically created the columns that are supposed to be fields in the related tables, and used Power Automate to populate them. Now, despite being redundant, my dataverse table has all the fields required in the graphs and changes are being reflected live. 

joseph_Dev's avatar
joseph_Dev
Frequent Visitor
2 years ago

Hello Anonymous,

 

Yes exactly. Here is the image:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The Highlighted ActiveBacklogs, ActivePipelines, and Cashflows are straight from Dynamics 365. 

ActiveCashflows and Consolidated are created as blank queries but from the data of the 3 tables above. Consolidated is the one used in my graphs since it joins ActiveBacklogs, ActivePipelines, and ActiveCashflows.

 

Best regards,

Joseph