Forum Discussion
Values in dropdown menu in the data source, unable to match name = value in data model
Hi,
as i´m new to PBI, we need to solve an issue related to our data source (MS Dynamics).
The data source is connected via WebAPI and in the query see values only, like 620001, but in the data source there is a dropdown menu for e.g. Input channel, and the entry is "Inquiry by mail", but i don´t see this category in the query.
How do we solve this? Where do i find the right category names then?
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This is the link to the screenshot in Dynamics:
And this is how it looks in PBI query:
Thanks for your assistance on this topic.
Best,
Johannes
In CRM to identify the values, you need to go to Settings | Customizations and then Customize the System. This will bring up a window and then you will need to go look at the correct entity and look at the field or option set definition. There you will find out what numbers mean what.
6 Replies
- Greg_Deckler
Community Champion
So, this is what is known as an Option Set in Dynamics. Is this a default field or a custom field? I used to have a listing of all of the default Dynamics Option Set values for just this reason. Basically, you need to go in to Customize the system and take a look at the Option Set definitions in order to determine which values goes with what. Then you need to use an Enter Data query to create a dimension table and link it to your fact table.
- Greg_Deckler
Another way would be to do find and replace in Query Editor.
Is this Dynamics CRM or Dynamics for Finance and Operations or another flavor of Dynamics?