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Anonymous's avatar
Anonymous
Not applicable
7 years ago

OData.Feed Include Annotations from CRM

Hi    I'm trying to test connecting Power BI to our UAT Dynamics CRM and pull back a number of columns. The problem i'm having is that some columns have a CRM datat type = Option Set and what I rea...
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v-juanli-msft's avatar
v-juanli-msft
Community Support
7 years ago

Hi Anonymous 

"The problem i'm having is that some columns have a CRM datat type = Option Set and what I really want is the Label."

Based on my understanding, original data in your CRM has data with label, but when you import data to Power BI, It doesn't regard the label. 

Could you give an example what your original data in your CRM is and what the data shows in Power BI?

Based on my knowledge, you could use "Query overview in Power BI Desktop" to transform the data.

 

Best Regards

Maggie

 

Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • Anonymous's avatar
    Anonymous
    Not applicable
    7 years ago

    Hi Maggie

     

    Sorry for the dealy, I got side tracked with another project at work. In the CRM what I see is the label, so on an Account I might see the Activity as "Operations - Mixed" or "Consultant - General" etc which is what I want. But when I import that column into Power BI what I see are numbers that represent the stored Option Set value. e.g. when I import the column from CRM what it gives me is the stored value of possible option set:

     

    100000001
    100000002
    100000003
    100000004
    100000005
    100000007
    100000008
    100000009
    100000010
    100000011
    100000013
    100000014

     

    So on a given entry I will receive in Power BI the number 100000013, but what I want is the label "Consultant - General" that it attached to that number set value.

     

    As a quick & dirty way, I could just write some DAX to either replace values or Text.Contains and say if  100000013 then return "Consultant - General" but if the label ever changed I would have to manually update the code, so wanted to avoid this.

     

    Thanks

    • tyler-clark's avatar
      tyler-clark
      Regular Visitor
      7 years ago

      Anonymous 

      Were you ever able to get your labels to dynamically import without DAX to replace the values?  

      • Anonymous's avatar
        Anonymous
        Not applicable
        7 years ago

        Hi Tyler-Clark, no I havent found the solution yet, I need to find some time to keep looking for it.

         

        What I'm thinking of doing just to get things working is create another table with 2 columns. One with the unique CRM number and another I will have to manually maintain with the label name i want. The other option is add a conditional column and write the mapping in code. But both will require ongoing maintenance if the CRM labels change.

         

        Do you have a solution or the same problem?