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I created pbit file which asks for AccountId and CustomQuery parameter. while using connector from powerbi it works fine.
but when saving it as pbit file and opening it in another system it uses the same accountid used while saving the pbit file.
shared Docusign = (AccountId as text, optional CustomQuery as text) =>
let
EffectiveQuery = if CustomQuery <> null then CustomQuery else "",
// Construct the main table with a consistent folder name
objects = #table(
{"Name", "Key", "Data", "ItemKind", "ItemName", "IsLeaf"},
{
{"CustomFields", "CustomFields", DocuConnector.CallAnalyticsAPI(AccountId,"customfields_reporting_0001","ReportingCustomFieldsMv", EffectiveQuery), "Table", "Table", true},
{"Agreements", "Agreements", Table.RenameColumns(DocuConnector.CallAnalyticsAPI(AccountId,"urepo_reporting_0003","ReportingAgreementMv", EffectiveQuery), {{"Id", "AgreementId"}}), "Table", "Table", true}
),
// Explicitly map the folder structure by renaming
NavTable = Table.ToNavigationTable(objects, {"Key"}, "Name", "Data", "ItemKind", "ItemName", "IsLeaf")
in
NavTable;
Here AccountId and CustomQuery comes as prompt.
same behaivour i wanted while opening the pbit file.
Hi @ArvindBhatt,
I wanted to follow up since we haven't heard back from you regarding our last response. We hope your issue has been resolved.
If the community member's answer your query, please mark it as "Accept as Solution" and select "Yes" if it was helpful.
If you need any further assistance, feel free to reach out.
Please continue using Microsoft community forum.
Thank you,
Pavan.
Hi @ArvindBhatt,
I hope this information is helpful. Please let me know if you have any further questions or if you'd like to discuss this further. If this answers your question, kindly "Accept as Solution" and give it a 'Kudos' so others can find it easily.
Thank you,
Pavan.
Hi @ArvindBhatt,
I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. If my response has addressed your query, please "Accept as Solution" and give a 'Kudos' so other members can easily find it.
Thank you,
Pavan.
@ArvindBhatt Hi! your M code should explicitly handle when accountid is missing, try with:
shared Docusign = (AccountId as nullable text, optional CustomQuery as nullable text) =>
let
EffectiveQuery = if CustomQuery <> null then CustomQuery else "",
EffectiveAccountId = if AccountId <> null and AccountId <> "" then AccountId else error "AccountId is required!",
// Construct the main table
objects = #table(
{"Name", "Key", "Data", "ItemKind", "ItemName", "IsLeaf"},
{
{"CustomFields", "CustomFields", DocuConnector.CallAnalyticsAPI(EffectiveAccountId, "customfields_reporting_0001", "ReportingCustomFieldsMv", EffectiveQuery), "Table", "Table", true},
{"Agreements", "Agreements", Table.RenameColumns(DocuConnector.CallAnalyticsAPI(EffectiveAccountId, "urepo_reporting_0003", "ReportingAgreementMv", EffectiveQuery), {{"Id", "AgreementId"}}), "Table", "Table", true}
}
),
// Explicitly map the folder structure
NavTable = Table.ToNavigationTable(objects, {"Key"}, "Name", "Data", "ItemKind", "ItemName", "IsLeaf")
in
NavTable;
BBF
@BeaBF I tried with above change
it does not even prompt for accountId while connecting the connector itself from powerbi desktop
without nullable prompt is coming but only while connecting to connector not in case when i'm opening the pbit file.
Hi @ArvindBhatt,
Thank you for reaching out in Microsoft Community Forum.
Thank you @BeaBF for the helpful response.
Please follow below steps to resolve the error;
1, Please Use optional Instead of nullable
shared Docusign = (optional AccountId as text, optional CustomQuery as text) =>
let
EffectiveQuery = if CustomQuery <> null then CustomQuery else "",
EffectiveAccountId = if AccountId <> null and AccountId <> "" then AccountId else error "AccountId is required!",
// Construct the main table
objects = #table(
{"Name", "Key", "Data", "ItemKind", "ItemName", "IsLeaf"},
{
{"CustomFields", "CustomFields", DocuConnector.CallAnalyticsAPI(EffectiveAccountId, "customfields_reporting_0001", "ReportingCustomFieldsMv", EffectiveQuery), "Table", "Table", true},
{"Agreements", "Agreements", Table.RenameColumns(DocuConnector.CallAnalyticsAPI(EffectiveAccountId, "urepo_reporting_0003", "ReportingAgreementMv", EffectiveQuery), {{"Id", "AgreementId"}}), "Table", "Table", true}
}
),
// Explicitly map the folder structure
NavTable = Table.ToNavigationTable(objects, {"Key"}, "Name", "Data", "ItemKind", "ItemName", "IsLeaf")
in
NavTable
2. Please Manually Reset Parameters in Power BI
Open the .pbit file → Transform Data → Edit Parameters → Enter AccountId → Apply.
3. Remove any existing AccountId value in Power Query before saving as .pbit.
Please continue using Microsoft community forum.
If you found this post helpful, please consider marking it as "Accept as Solution" and give it a 'Kudos'. if it was helpful. help other members find it more easily.
Regards,
Pavan.
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