Software + Imagination
To install the Salesforce content pack for Power BI, go to log into powerbi.com and from the bottom left, select “Get Data”: Select Services: Search for Salesforce. Select Salesforce Sales Manager->Get Now: If you are authenticated, select Allow: The new dashboard will load: With new underlying reports: Select Salesforce Sales Rep->Get Now: Select Salesforce Reports->Get Now: Connect to Salesforce: Enter your Salesforce credentials: You may see below:
To install the Sales Analytics for Dynamics 365 Content Pack, go through the following steps. Sign in to Power BI at http://powerbi.com: And you will see something like below. Under Services, click Get: This will take you to the AppSource window. Enter Dynamics in the search box and find Sales Analytics for Dynamics 365. Click Get it now: Enter the URL to your Dynamics 365 Service, and the last month of … Continue reading Installing the Sales Analytics for Dynamics 365 Content Pack
Power BI has a forecasting capability that can be applied to line charts. To use the forecasting, create a line chart, for example like the one below showing MSFT stock prices: Under the Visual properties, go to the Analytics tab and you will see Forecast. Add a new forecast: You may see this message below if the data is irregular. In our case, we can filter the data to show … Continue reading Power BI Forecasting and Analytics
You can publish from within Excel 2016 to Power BI. To do this, go through the following steps. In Excel 2016, create a new spreadsheet with data. Then, go to File->Publish: Select Save to Cloud, to save to One Drive for Business: Save the file. Next, Publish to Power BI: You should see a success message: A new dataset will be created (no report or dashboard): Go to Schedule Refresh. You will … Continue reading Publishing from Excel 2016 to Power BI
To use direct query mode, select your supported data source and then DirectQuery: Click OK and you will then be able to select your tables: From here, you can work with the data source by adding new custom columns, measures and calcuated columns and define new relationships from the connected data and also other data sources. You will have a limitation on additional Direct Query data sources. If you add a new … Continue reading Power BI Direct Query Limitation
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
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
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
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
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