Forum Discussion
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 (Ctrl+t), however when I do this I can a message saying all external data links will be lost.
How can I get this as I need this dynamic spreadsheet to be refreshed regularly from CRM.
Any help would be appreciated.
6 Replies
Did you get a solution to this. I am having the same trouble
+1 to this
Hello
there are multiple ways to access worlbooks/worksheets dynamically. But to answer your question I absolutly need your real life example (where is/are the file/s, structured all the same way? What content you exactly have to access (table, sheet, range?))
Without this information it's impossible answer... it would only be guessing
Have a nice time
Jimmy
Hi maden79,
After you click the Export to Excel -> Dynamics Worksheet, did you save the file as .xlsx file? I have exported the Sales-> Opportunities to Dynamics worksheet .xlsx file, and get data from this Excel in Power BI desktop version 2.44.4675.521. All is fine after publish to the service.
In your scenario, please try to use the same desktop version as ours. You can also test with the Sales-> Opportunities record type. Besides, to get data from Dynamics CRM, there are content packs which you can utilize. See: Microsoft Dynamics CRM content pack for Power BI.
Best Regards,
Qiuyun Yu
