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

Adding Power BI to Microsoft Teams

To add Power BI to Microsoft Teams, first create a team. Let’s call ours Sales Team: Add Team members: Click the + sign in the main window: You will see this screen below: Select Power BI: You will see a new Power BI tab with the relevant reports: Users can then comment on the report: And change tabs of the report, and view in the powerbi.com service:  

Install Dynamics 365 for Operations Content Packs

To install the content packs for Dynamics 365 for Operations, perform the following steps. First, log into Dynamics 365 for Financials and set up a user for ODATA. In D365, select search: Enter Users: Select a user, e.g. ADMIN: Select the Web Service Access Key arrow: You will see this message: Set to never expire or an expiration date: This will produce an access key. Log into PowerBI.com and select Get … Continue reading Install Dynamics 365 for Operations Content Packs

Power BI Useful Links

Below are Power BI links and resources that may be useful in growing your Power BI knowledge: Power BI Landing Page at Microsoft Guided Power BI Learning Power BI Community Blog at Microsoft Power BI User Group Reddit r/Power BI Microsoft Power BI Blog Microsoft Analysis Services Team Blog Microsoft SQL Server Blog Microsoft R Server Blog Guy in a Cube Blogs Gil Raviv (DataChant) Prathy Kamasani Kasper de Jonge … Continue reading Power BI Useful Links

Power BI Publisher for Excel

The Power BI Publisher for Excel adds many features for business intelligence in Excel, including being able to analyze data from the Power BI service in Excel and being able to publish Excel image snapshots to Power BI. To install it, go to https://www.microsoft.com/en-us/download/details.aspx?id=50729 Note the supported versions of excel: Excel 2007, Excel 2010, Excel 2013, Excel 2016 Select the version you want to install: Run the exe:   Open Excel and … Continue reading Power BI Publisher for Excel

Power BI and Office 365 Groups

In Office 365 Admin, select the Groups icon, or type in Add a group: From here, you will see all existing groups: Select Add a Group: Select the group type: Enter the group information and Save: Group added: You can then edit the group, add members etc: Now, in Power BI, you will see the new Power BI Group: