Forum Discussion

OliverC's avatar
OliverC
Regular Visitor
5 years ago

Sales Analytics not showing custom fields

Hi I'm using Sales Analytics in PowerBI to visualise our Dynamics 365 data.  I want to add some graphs based on custom fields that we have created within the Opportunity entity in Dynamics.    Wh...
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v-deddai1-msft's avatar
v-deddai1-msft
Community Support
5 years ago

Hi OliverC ,

 

Would you please show us some screenshot  to help me understand your issue?

 

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

 

Best Regards,

Dedmon Dai

OliverC's avatar
OliverC
Regular Visitor
5 years ago

Thanks Dedmon

 

We have these three custom fields in the Opportunity entity in Dynamics 365 (Wave 2 2020). We use these, along with the Estimated Revenue field to report on the value of opportunities. It's basic but works. An opportunity will be a combination of engineering, contract revenue and/or hardware revenue.

 

 

We want to create a pipeline for each of these custom fields, so that we can see the Engineering pipeline, etc. However those custom fields aren't showing the Sales Analytics field chooser when building a new pipeline chart. 

 

Olly