Forum Discussion
maden79
9 years agoNew Member
Dataset from dynamic worksheet
Help! I'm trying to connect a dataset to a Dynamic Worksheet so that I can refresh data from CRM. To upload the dataset into PowerBI I'm prompted to convert my dynamic spreadseet into a table (Ct...
martinbell
6 years agoNew Member
Hi Jimmy,
Thanks for your reply.
I am taking a dynamic worksheet from Dynamics 365, authenticating the data connection in Excel and then saving it to One Drive for Business.
The idea is to build a report in Power Bi Report builder that uses this refreshable worksheet as the data source from Power Bi.
All goes well until I try to upload the Workbook to Power Bi as a dataset as I am forced to turn the excel data into a table which then kills all of the data connections and refresh ability of the report dataset.
Jimmy801
6 years agoCommunity Champion
Hello
Sorry, not really an expert with dynamics, only Excel.
And I don't understand this argument
"dataset as I am forced to turn the excel data into a table which then kills all of the data connections and refresh ability of the report dataset."
With Power query you can only access the raw data present in the file.. so no connection. But if you are interested to get data from dynamics 365... why don't query this source directly?
Have a nice time
Jimmy
Sorry, not really an expert with dynamics, only Excel.
And I don't understand this argument
"dataset as I am forced to turn the excel data into a table which then kills all of the data connections and refresh ability of the report dataset."
With Power query you can only access the raw data present in the file.. so no connection. But if you are interested to get data from dynamics 365... why don't query this source directly?
Have a nice time
Jimmy