Getting Data Excel 2016

Excel 2016 has built in BI capabilities. To get data from an external data source, go to the Data tab: Under Get and Transform, select New Query: We will get data from a local SQL database: Enter the database details: Select a table and click Edit: This opens the Query Editor: Click the Advanced Editor to see the connection details: Click OK to close the Query Editor. The data is loaded to the … Continue reading Getting Data Excel 2016

Dynamics 365 Solution Templates Install – Sales Management

To install the Sales Management for Dynamics 365 Solution Template, go through the following steps. Go to https://powerbi.microsoft.com/en-us/solution-templates/dynamics-crm/ Click Install Now: Select the instance of Dynamics 365, on premise or online and click next: Click Connect: Click Accept: If you do not have an Azure account, you will see this message: Sign up and click Connect again. Select the organization and the subscription: Pricing calculator: https://azure.microsoft.com/en-us/pricing/calculator/ Estimated costs (link not working but … Continue reading Dynamics 365 Solution Templates Install – Sales Management

Power BI and Local Excel Data Refresh

Here we will cover the scenario where there is a local spreadsheet file on a user’s desktop, and we have a Power BI desktop file that connects to the spreadsheet. We want that data to be automatically updated in the Power BI service. To do this, first create a new Power BI desktop file and connect to the spreadsheet. Here is our excel file: In Power BI Desktop, go to Get Data->Excel: Create … Continue reading Power BI and Local Excel Data Refresh

Connecting Dynamics 365 and Power BI with Microsoft Flow

In my previous post, I discussed my prototype to show streaming live sales orders that are being entered into Dynamics 365 appear in a Power BI dashboard. Here, I will go into details on how to set this up. First step is to create a streaming data set in Power BI. Log into powerbi.com. Select Streaming Datasets from the bottom left of the screen. Select from the top right Steaming datasets: Here, … Continue reading Connecting Dynamics 365 and Power BI with Microsoft Flow

Watch Your Sales Orders Stream in Real Time with Dynamics 365 with Flow

Here’s the scenario. You’re a CEO, and you love seeing new sales orders stream in. And you love the beach. You want to see these orders visually appear in your system while you are sitting on the sand. Now imagine being able to achieve this today, without anyone having to write a single line of code. That’s what Microsoft has made possible with the new cloud based automation service called Flow, together … Continue reading Watch Your Sales Orders Stream in Real Time with Dynamics 365 with Flow

Install Power BI Dynamics 365 for Sales Content Pack

To install a Dynamics 365 Content Pack for Power BI, go through the following steps. First, log into powerbi.com. Then, select the Get Data at the bottom of the screen: This will open the page below: Select under Services Get. Search for Dynamics: Select the Microsoft Dynamics 365 Online Sales Manager. Click Get It Now: Enter your Dynamics 365 URL and Fiscal Year End Month Number. Note the trailing / … Continue reading Install Power BI Dynamics 365 for Sales Content Pack

Power BI Service and Importing and Uploading Excel Spreadsheets

Here we will look at how using Excel spreadsheets as datasources works with Power BI. Let’s start with a spreadsheet we have stored locally on our server. The file is called ExcelTransactions.xlsx and is stored locally. It contains rows of data (that have been typed into the spreadsheet and are not external data sources): In PowerBI.com, select Get Data->Files->Get: Select Local File: Select our ExcelTransactions.xlsx file. We will now see this page: Select … Continue reading Power BI Service and Importing and Uploading Excel Spreadsheets

Power BI Groups, Sharing and Editing Reports

Let’s say you create a report and dashboard, and you want to share that with other users in your organization. You may or may not want users to edit the report or dashboard. Let’s look at the different ways this is achieved. Here I have a simple report that displays accounts by state. I have published this under an admin user: To share with users, I can click on the dashboard … Continue reading Power BI Groups, Sharing and Editing Reports

Dynamics 365 Organization Insights

Microsoft AppSource has a Dynamics 365 app for Organization Insights, that allows you to get insights into how your organization is using Dynamics 365. To install it, click “Get It Now” and enter your email address: Click Continue below: Click Agree: You will see something like below in the Dynamics 365 Administration Center: And then once installed: In Dynamics 365, you will see a new solution installed: Version 1.1.0.0 or later … Continue reading Dynamics 365 Organization Insights