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michael_knight's avatar
michael_knight
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7 years ago

Filter how many rows get imported into Power BI Pro

Hi,

 

I'm trying to import data from Dynamics 365 CRM into Power PI Pro. I'm using the apps within the Appsource but I've had no luck as I think there is too much data to import. I'll add screenshots below 

I tried it on the Desktop version and it shows over 118,000 rows from the last 11 years. I am only looking at using data from the past 2 years or so, which will obviously cut down on the amount of rows that will be imported into Power BI Pro.

 

Do anyone have idea on how to put a filter on what data goes into PBI Pro from the CRM?

 

Thanks

 

 

 

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1 Reply

  • Anonymous's avatar
    Anonymous
    Not applicable
    7 years ago

    michael_knight First, I recommend using the Desktop. Second, in my experiance you need to remove all the linked entities between the tables. Pull only the data iteself from each table and rebuild the relationships in Power BI. This typically requires a bunch of switch statements and data transformation because CRM has codes for values that you'll need to pull from XRM tool or some other toolset to see the mapping.

    Removing the "chain" allows Power BI to consume the data pretty quickly, if you leave those hooks in your dataset the entire data extract just dies and won't work. I've used the above approach and it was successful.