Category: Power BI

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

In this post, we will look at how to use Direct Query vs Import with Power BI. First, create a database and table, and populate it with some values. In this case, we have the Customers table with 2 records: In Power BI Desktop, click on Get Data and select Azure SQL Database: Enter the server and database name. You will see the options for Import and DirectQuery. We will … Continue reading Using Direct Query vs Import with 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

To find the Power BI Desktop version you are running, click on the Help tab and select About. Here you will find the Version: To find out if you are on the latest version of Power BI Desktop, go to: https://docs.microsoft.com/en-us/power-bi/desktop-latest-update Below is the highlighted version, which shows my installation is due for an update. To update, download the latest version at: https://powerbi.microsoft.com/en-us/desktop/  

In Power BI Desktop, there is a feature to Enter Data. This is useful if you would like to add some ad-hoc data that does not come from a data source. For example, you could create a simple table with some columns and rows, and then use that as you would with other tables in Power BI. To do this, in a Power BI Desktop project, select Enter Data: This … Continue reading Power BI – Enter Data and Edit Data

I recently came across an issue with using dates in Power BI with column charts. Here we will go through the issue and how I resolved it. Perhaps someone out there will have more insight! The first thing I did, was create a new Power BI Desktop project. To minimize the room for error, instead of pulling data from an external data source (the problem actually started this way), I … Continue reading Power BI Dates in Column Chart Issue

In Power BI, there is a DAX function called USERELATIONSHIP. This is particularly useful when you need multiple relationships between tables. Here we will go through an example of how this works. Consider a typical example, where you have an Orders table with different dates such as the Order Date (i.e. the date the order was created) and the Ship Date (i.e. the date the order was shipped). You would … Continue reading Power BI and DAX – USERELATIONSHIP to work with Multiple Dates

In this post we will discuss how Dynamics 365 and Power BI deals with data security. For example, you may have Dynamics 365 salespeople that are allowed to see their own data, but not other salespeople’s data. We will look at an example of how Power BI deals with this. We have 2 users – Alan and Christa. Both users are assigned the Salesperson role. With this role, they can … Continue reading Power BI and Dynamics 365 Data Security