Forum Discussion

rommel20's avatar
rommel20
Resolver I
8 years ago

Embed Report to CRM Form with Filtering

Hi Team,   Is there anyone here to have an idea how to filter Power BI report CRM form. So for example, I embed the report in Account Form, so if I go to Account --> "TestAccountName", then the for...
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rommel20's avatar
rommel20
Resolver I
8 years ago

yeah, but my problem is were using Power BI Report Server, how is that?

Anonymous's avatar
Anonymous
Not applicable
8 years ago

HI rommel20,

 

>>yeah, but my problem is were using Power BI Report Server, how is that?

Maybe you can refer to below article:

Quickstart: Embed a report using an iFrame

 

Regards,

Xiaoxin Sheng

  • rommel20's avatar
    rommel20
    Resolver I
    8 years ago

    Thansk!  Anonymous

     

    yeah, i think i have a big problem since in Power BI Report Server, we cant add filter on its link unlike report on cloud (app.powerbi.com)

    • Anonymous's avatar
      Anonymous
      Not applicable
      8 years ago

      HI rommel20,

       

      It seems like that query string only allow embed parameter and not available as url filter.

       

      Regards,

      Xiaoxin Sheng

      • biswedishdevil's avatar
        biswedishdevil
        Advocate II
        7 years ago

        Good afternoon! We are basically looking for the same feature... we are looking how to embed a power bi chart inside a CRM account, and filtered by the account.

         

        We saw that "Publish to Web" option encodes the URL making it imposible to use with filters, don't now if this is being developed or not.

         

        We also saw that using the internal URL with the filter option in the URL does not display when rendering from CRM Online...

         

        Does anyone know how to make it work?

         

        Thanks in advance!