Software + Imagination
In Power BI, through DAX we have the ability to combine 2 tables. We can do this using the UNION function. In Power BI Desktop, select New Table: We have 2 existing tables, East Region Sales and West Region Sales, with the same number of columns. We will combine the two in a Sales table. You will see: Add the code: The combined table shows data from both tables:
There are 3 Dynamics 365 content packs for Power BI that Microsoft has provided the PBIX files for download. These files are opened with Power BI Desktop and can be modified and then uploaded to your Power BI environment. To download the PBIX file source code, go to: https://technet.microsoft.com/en-us/library/mt490470.aspx: Select the links to download: From here you will have the source, which you can then customize:
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
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
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
Let’s look at what happens when you create a report in Power BI Desktop and you then update the report, after a content pack has been created. First, we will create a Power BI report called RLS Sample. Upload the report to PowerBI.com as the owner called Admin. We will now create a content pack from this report, and share it with a user, Allie: The user now makes a … Continue reading Power BI Updating Reports and Content Packs
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
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:
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
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