Building Your First Power BI Report for Dynamics 365

Power BI can connect to Dynamics 365, so we can build reports connecting the two systems. In this post, we will go through building your first Power BI report connecting to Dynamics 365. The steps we will go through to build a report are: Connect Power BI Desktop to the Dynamics 365 Web API Remove Columns and Add Columns through Power Query (M) Create Relationships and Build the Report Publish … Continue reading Building Your First Power BI Report for Dynamics 365

How to Delete a Git Branch from Visual Studio

To delete a Git branch from Visual Studio, go to Branches: Ensure the branch you want to delete is not currently opened as your working branch, i.e. not bold: Right-click it and select Delete: The branch is now deleted:  

Data Contract Cannot be Serialized Error in Dynamics 365 Plugin

When running a plugin, developers may see the error: The data contract type ‘Microsoft.Xrm.Sdk.OrganizationServiceFault’ cannot be serialized in partial trust because the property ‘ExceptionRetriable’ does not have a public getter. One reason for this, is when you are using tracing in your plugin, you should have tracing enabled in Dynamics 365 settings. Code: In System Settings, enable:  

Installing and Using the Word Cloud Visualization for Power BI

To install the Word Cloud Visual by Microsoft for Power BI, first open Power BI Desktop, and under Visualizations, select Import from marketplace: Find Word Cloud and click Add: Click OK: Now under Visualizations you will see the Word Cloud icon: Select it. In our example, our Opportunity records have a name field, which describes customer opportunities. We will use that as the Category of the word cloud. You can … Continue reading Installing and Using the Word Cloud Visualization for Power BI

Creating a Dashboard from Within Power BI Service

To create a dashboard in the Power BI service, go through the following steps. First, select your workspace: From the top right, select Create->Dashboard: Provide a dashboard name, e.g. Carl’s Dashboard: You will see a blank screen with options. Select + Add Tile: You can select from: Web Content Image Text box Video Real-Time Data Web Content Select web content. Click Next: Here we can add web content such as … Continue reading Creating a Dashboard from Within Power BI Service

How to Change the Theme in Azure Portal

To change the theme in Azure Portal, log into the portal at https://portal.azure.com and select the Settings icon in the top right: Here you will see the options to choose a theme, and the high contrast theme settings: Selecting a theme will change it right away:

Cloning a GitHub Repository using Command Line

Let’s clone the GitHub repo located here. Click on Code: And copy the link: Make sure you have Git installed. Now open a command prompt, browse to the directory you want to clone the repo, and type in: git clone <paste your clipboard here> This will download the repo: And the files will be downloaded:  

Power BI Home – Exploring the Features

Power BI has now moved into a preview feature. In a previous post, I spoke about the announcement of Power BI Home and what it means. In this post we will explore using the new home. We can see the welcome message – “Everything you need in one place: Your top visuals are displayed for easy consumption. Your favorites, frequents, and recents are close at hand. And you can explore learning … Continue reading Power BI Home – Exploring the Features