Forum Discussion
Can Power BI access Dynamics CRM saved queries?
Power BI can't do this at the moment. When connecting to Dynamics I use an odata connection, you can apply filters in the odata url that you could replicate an advanced find with.
- dennisr10 years ago
Advocate II
I'm actually more interested in "Public Views" which can include linked entities...
I've just tried Power BI: Get Data > Other > OData Feed;
My custom entity fields are of Data Type 'Option Sets', and they don't seem to come down into PowerBI.
I see Odata supports the $expand option - do I need to use that just for Option Sets?
Some of the nice things about Views are
- users can set them up in CRM
- uses the 'Display Name" of fields
- Linked Entities
- Anonymous10 years agoNot applicable
I'd also love the ability to connect to existing advanced finds and agree that it would be useful for us as well. Might be worth adding it as a suggestion! :)
In terms of option sets, select them in the oData query in the normal fashion and Power Query will give you the expand option to get the value that you then might want to map to labels.
The $expand in oData is used for getting data from related entities.
For instance I have a query that points to the out of the box Incidents entity but then goes off to Account and Contact to collect data from the related records, then apply a filter for the creation date:
$expand=incident_customer_accounts,incident_customer_contacts&$filter=CreatedOn ge datetime'2014-01-01T00:00:00'
Personally I use a solution that is avaliable on the XRM tools codeplex that is a massive help, it generates the URL for you and I've only ever had to do minor tweaking, it also will work with your custom entities and attributes.
I don't know the rules on posting links but a quick google search for dynamics CRM odata query designer will point you to the XRM tools codeplex.
- Anonymous10 years agoNot applicable
dennisr Another thing to look into depending how in-depth you are getting on reporting for your CRM solution is the new solution templates. Release notes here. This appears to offer up the ability to gain a huge shortcut to implementing a full solution. I wouldn't know, because I just finished implementing our CRM in Power BI solution a week before they released this. :( Tears were shed.
- dennisr10 years ago
Advocate II
@Tom - RE: "Power Query will give you the expand option "
Would you please clarify that? I'm in PowerBI Desktop, and the Fields listed do not include any fields defined as Option Sets
Anonymous Most of my entities are custom, so I don't think Solution Templates will help me