Forum Discussion
Changing Power BI Data Source to Migrated Dataverse Tables
- 1 year ago
Hello,
The first thing is to make a mapping of your table name and fieldFor example:
SQL Table: Customers -> Dataverse Table: Accounts
SQL Column: CustomerID -> Dataverse Column: accountid....
Connect to dataverse as a datasouce and, then create a copy of the first query you want to update and modify the connector with advance editor (modify the source and not the copied, the copied source is just a back up)
It should like
Source = Sql.Databases("YourSQLServer", "YourDatabase"), YourTable = Source{[Name="YourTable"]}[Data], #"Renamed Columns" = Table.RenameColumns(YourTable,{{"CustomerID", "OldCustomerID"}})Source = CommonDataService.Database("YourDataverseEnvironment.crm.dynamics.com"), YourTable = Source{[Name="accounts"]}[Data], #"Renamed Columns" = Table.RenameColumns(YourTable,{{"accountid", "OldCustomerID"}})Once everything is imported use the "Rename Columns" transformation to align the new Dataverse column names with the old SQL column names. This is crucial for maintaining relationships and measures.
Once that is done, you can close and apply, if you have error message, reopen power queyr and continue to fix
Do not hesitate to ask if you need more details for a specific point, it is a general approach
Hello,
The first thing is to make a mapping of your table name and field
For example:
SQL Table: Customers -> Dataverse Table: Accounts
SQL Column: CustomerID -> Dataverse Column: accountid
....
Connect to dataverse as a datasouce and, then create a copy of the first query you want to update and modify the connector with advance editor (modify the source and not the copied, the copied source is just a back up)
It should like
Source = Sql.Databases("YourSQLServer", "YourDatabase"),
YourTable = Source{[Name="YourTable"]}[Data],
#"Renamed Columns" = Table.RenameColumns(YourTable,{{"CustomerID", "OldCustomerID"}})
Source = CommonDataService.Database("YourDataverseEnvironment.crm.dynamics.com"),
YourTable = Source{[Name="accounts"]}[Data],
#"Renamed Columns" = Table.RenameColumns(YourTable,{{"accountid", "OldCustomerID"}})
Once everything is imported use the "Rename Columns" transformation to align the new Dataverse column names with the old SQL column names. This is crucial for maintaining relationships and measures.
Once that is done, you can close and apply, if you have error message, reopen power queyr and continue to fix
Do not hesitate to ask if you need more details for a specific point, it is a general approach