Help with "Reporting - Dynamics 365 Finance business performance planning" visual
Hi everyone, I'm excited about the potential of the new "Reporting - Dynamics 365 Finance business performance planning" visual (basically a Microsoft-created P&L) featured in the February 2024 update. I was able to build a Profit & Loss report using standard matrix visuals and DAX, so this visual could be a big help. You can find it on AppSource here: https://appsource.microsoft.com/en-US/product/power-bi-visuals/mscrm.d365_business_performance_planning_reporting?tab=Overview However, when I try to use the visual, I'm encountering some inconsistencies: Documentation Gaps: The Microsoft support page outlines features that don't seem to exist within the visual itself. App Store Sample Limitations: The sample file works partially, but I can't fully understand how it's configured. Has anyone else worked with this visual? Could you please provide guidance on: Additional Documentation: Are there more detailed resources beyond the official support page? Best Practices: What are effective ways to use this visual and work around potential bugs? Any insight would be greatly appreciated! Thanks!
paginated reports dynamics 365 annotation table images cant be added to report
Hello, Our data source is DYNAMICS 365 we are trying to add an image that is in the annotation table however when we run the report we do not get a picture, the control is left blank Anyone have an idea why this is not working ?How to add image to SSRS report as Dynamics 365 data source (annotation table)
Hello, Our data source is Dynamics 365 and we are trying to add an image that is in the annotation table however when we run the report we do not get a image , the control is left blank We will be happy for any advice / solution possible 🙂 this is the content of the documentbody field
Count values in column with multiple values
Hi I have a column called Case Category - however, you can choose multiple Case Categories in this column if you want, so you can end up with Data like below for this Column/Field: Cat1;Cat2;Cat3 Cat2;Cat3 Cat1 Cat1;Cat3 Cat2 Cat3 Cat1;Cat2;Cat3;Cat4 Cat4 Cat1;Cat4 I need a formula that counts all Cases that have the individual Category - e.g. count all Cases that have Cat1 listed in the category field - the answer to that for column above would be 5. Then do that for all the individual categories. I was originally thinking I just create a new column with the individual categories and then search for those within the case category column and then count them - so I tried the formula below but returns blank: CalcCatTotal = CALCULATE(COUNT('incidents'[incidentid]),FILTER(incidents,IF(ISNUMBER(SEARCH(incidents[IndividualCaseCategory], incidents[casecategory],,Blank())),incidents[casecategory],""))) This is probably the wrong way to go about it, so if someone could give some suggestions - (fyi: my data is within a Dynamics 365 CRM). Ta John
Power BI Real-Time Report with Dynamics 365
Currently I have a Power BI Pro account and a dev Dynamics 365, where I need create a real-time Report showing a table with all emails created in last hour and a dashboard showing the amount of emails per minute. I've read many posts / websites talking about API / PubNub, already created some examples using Stream API and mapped the column which I need to create my table (createdon, subject) but it doesn't work. After that I build another API and put a Microsoft Flow to be triggered when a new email appear on Dynamics 365 email table, send this item to Power BI dataset, it works but not as I wish (I need to refresh my report to show the new data). I have many questions about real-time integration (I'm a newbie in real-time reports yet): - Is it possible to have a real-time Report with table, matrix and everything? (I'm saying report, not a dashboard with tile...) - If yes, how could I create a real-time Report? (Based on what I said, API / PubNub doesn't work for my report) - And, in addition, there is some way to transform real-time data that comes from API? or create measures? (Because for dashboard example, i have only createdon and subject, so I need a "count" measure to build a dashboard) - If no, there is some way to create something similar on Power BI? Sorry for my bad english and thanks in advanced. Cezar Steinz
