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AFRATH24's avatar
AFRATH24
Regular Visitor
2 years ago
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Filtering Large Datasets from Dynamic CRM to Power BI

Hi Team,   I am getting an error when connecting Dynamic CRM to Power BI due to the large data size. so could you please advise to filter the data before importing it to Power BI. When i load dat...
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  • aduguid's avatar
    aduguid
    2 years ago

    I'd try this 

    let
    Source = CommonDataService.Database("xxxxxxx.crm6.dynamics.com", [CreateNavigationProperties=false]),
    dbo_opportunity = Source{[Schema="dbo",Item="opportunity"]}[Data],
    FilteredRows = Table.SelectRows(dbo_opportunity, each [EstimatedCloseDate] >= #date(2022, 1, 1)),
    SelectColumns = Table.SelectColumns(FilteredRows, {"OpportunityID", "Owner", "Account", "Topic", "Pipeline", "TotalRevenue", "OpportunityType"}),
    RenamedColumns = Table.RenameColumns(SelectColumns, {"OpportunityID", "Opportunity ID", "Owner", "Account", "Topic", "Pipeline", "TotalRevenue", "OpportunityType"})
in
    RenamedColumns
aduguid's avatar
aduguid
Memorable Member
2 years ago

I'd try this 

let
    Source = CommonDataService.Database("xxxxxxx.crm6.dynamics.com", [CreateNavigationProperties=false]),
    dbo_opportunity = Source{[Schema="dbo",Item="opportunity"]}[Data],
    FilteredRows = Table.SelectRows(dbo_opportunity, each [EstimatedCloseDate] >= #date(2022, 1, 1)),
    SelectColumns = Table.SelectColumns(FilteredRows, {"OpportunityID", "Owner", "Account", "Topic", "Pipeline", "TotalRevenue", "OpportunityType"}),
    RenamedColumns = Table.RenameColumns(SelectColumns, {"OpportunityID", "Opportunity ID", "Owner", "Account", "Topic", "Pipeline", "TotalRevenue", "OpportunityType"})
in
    RenamedColumns