Embed Power BI Report in CRM with Dynamic Filtering

[mchaudhr]

Hi,

Currently attempting to embed a Power BI report within a workspace in CRM using dynamic filtering based on the account selection within CRM that corresponds to the customer number (CustomerTrim0s) within the PBI model connected to the report.

Filtering works correctly when we dynamically filter on the customer name (name) field, but whenever we attempt to do the same with customer number we a presented with an issue where the filter automatically converts to customer number in (blank) for some reason. 

Sometime also run into an issue where it does not recognize the filter:

[mchaudhr]

Thanks Community Support Team _ Polly. Using the escaped double quotes resolved the issue for us.

[Anonymous · Accepted solution]

Hi @mchaudhr ,

Can you refresh the report successfully?  What have you done before the Customertrim0s is blank?  Could you please provide more details? 

I have found a similar post, please refer to it to see if it help you.

Power BI embedded in CRM Dynamics (Filter) 

• We have observed this when an entity field value is a valid number, the value is sent to Power BI as a number but Power BI is expecting strings.

  Solution : Update the "values" condition to surround the $a with escaped double quotes

Best Regards

Community Support Team _ Polly

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.