Software + Imagination
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
When using Dynamics 365 Plugins, we have the ability to view the record data before and after changes have been made. Here we will go through an example. First, create a new class library in Visual Studio: Add code: [sourcecode language=”csharp”] using System; using System.Collections.Generic; using System.Linq; using System.Text; using System.Threading.Tasks; using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Query; namespace Carl.Crm.PrePostImage { public class CheckAccount : IPlugin { public void Execute(IServiceProvider serviceProvider) { Microsoft.Xrm.Sdk.IPluginExecutionContext … Continue reading Dynamics 365 Plugins – Pre and Post Images
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
Dynamics 365 has an auto-save configuration option. After records are initially saved in Dynamics 365, if a user updates a record, the system will automatically save the record every 30 seconds. This behavior can be disabled by going to system settings:
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
Azure Service Bus is an enterprise cloud messaging service for offline and online applications and services. Let’s go through an example of how to use this. Log into the Azure Portal at  https://portal.azure.com. Select + Enterprise Integration->Service Bus: Enter details and click Create: Select the Namespace created and then Shared Access Properties->RootManagerSharedAccessKey: Copy the connection string primary key: Also copy the primary key and paste this somewhere for later, e.g. … Continue reading Azure Service Bus Sample
The Microsoft.Xrm.Data.Powershell module for PowerShell provides data operations such as CRUD. The module is available for download at: https://github.com/seanmcne/Microsoft.Xrm.Data.PowerShell/releases/ Download the ZIP file and unblock it by right clicking. If you do not unblock it you will get errors relating to could not load file or assembly with the Microsoft.Crm.Sdk.Proxy.dll. Next extract the zip. There is one folder: With multiple files: Copy the folder to the C:\Windows\System32\WindowsPowerShell\v1.0\Modules folder: Check the PowerShell version. This module … Continue reading Dynamics 365 PowerShell – Microsoft.Xrm.Data.Powershell
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