Forum Discussion
Advocate IICan Power BI access Dynamics CRM saved queries?
Advocate III'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
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.