Setting up an App Workspace in Power BI and Assigning User Permissions

To create an app workspace, log into https://www.powerbi.com. You will see the screen below. Click on Workspaces->Create app workspace: You will see below: Enter a name and description: The workspace will load: You can also access the new workspace under the Workspaces: Go to My Workspace and select the created workspace. Select Workspace Settings: From here, you can change the name and description of the workspace, as well as delete … Continue reading Setting up an App Workspace in Power BI and Assigning User Permissions

Finding Reports and Datasets in Power BI Apps

In previous versions of Power BI, on installing a Content Pack, dashboard, reports and datasets would be installed in the My Workspace area of the Power BI service: With Power BI Apps, the evolution of Content Packs, these assets are now bundled within the App. Below is an example of an App installed – you can see the user has no Dashboard, Reports and Datasets under My Workspace when the … Continue reading Finding Reports and Datasets in Power BI Apps

Sharing an App with a User in Power BI

In this post we will look at how to share an App with a user in Power BI. Our admin user, MOD Administrator, has installed an app, Sales Analytics for Dynamics 365: We now need to share this with our user, Alan Steiner. When Alan logs in, he sees no apps: Back as Administrator, select the App and click Share: You will see the Share dashboard page. Enter the user … Continue reading Sharing an App with a User in Power BI

Creating a Really Simple Date Table in Power BI

Date Tables in Power BI are used to display dates in reports, filter by dates in reports, and use time intelligence functions in Power BI. Date Tables can be created in DAX or Power Query M Language. To create a really simple date table using DAX, you can use CALENDAR or CALENDARAUTO functions. Both these functions will create a table with one field, a Date field. For example, go to … Continue reading Creating a Really Simple Date Table in Power BI

How to Mark a Date Table in Power BI

In Power BI, we can create Date Tables to work with time intelligence. One step in this process is to mark the table as a date table, so Power BI knows to use the table for this purpose. To do this, select your dates table in Power BI Desktop and go to the Modeling tab, select Mark as Date Table: Select the date column from the date table and click OK: … Continue reading How to Mark a Date Table in Power BI

Populating Amounts in Opportunities in Dynamics 365

In this post, we will take a look at opportunity numbers such as total amount, estimated revenue, actual revenue and budget amount in Dynamics 365. Let’s create a new opportunity with a budget amount of $2000: In Advanced Find, for this opportunity we see the budget amount is populated: Add a product to the opportunity with an estimated amount of $100: We see the total amount is now $100: Update … Continue reading Populating Amounts in Opportunities in Dynamics 365

Power BI Dynamics 365 The Given Url Neither Points to an OData Service or a Feed

In Power BI, when you connect to the Dynamics 365 (Online) connector, you may see the error “The Given Url Neither Points to an OData Service or a Feed”. To receive this error, in Power BI, connect to Dynamics 365: Enter your Org Url: And see the error: The problem here, is you entered the Org Url not the Web API Url. Enter the following, e.g. https://yourorg.api.crm.dynamics.com/api/data/v9.1/: You can now … Continue reading Power BI Dynamics 365 The Given Url Neither Points to an OData Service or a Feed

Query Folding in Power BI

Query folding is a feature in Power BI that is designed for query optimization. We will go through an example to explain how it works. Consider we have a SQL database, WideWorldImporters, that has a table, [Sales].[Customers]: Let’s pull this data into Power BI desktop. Note we will not enter a SQL statement at this point, but rather select the table and perform filtering later: Select the [Sales].[Customers] table: Click Load to … Continue reading Query Folding in Power BI