• How to sort Dynamics 365 Sales Pipeline stages in Power BI

      Colin Maitland, 05 November 2019

      In this article, I demonstrate how to sort Dynamics 365 Sales Pipeline stages in Power BI.The following image shows part of an analysis of Open Opportunities by Sales Pipeline stage. The Sales Pipeline stages have been implemented using Business Process Flow stages; e.g. Qualify, Develop, Propose an

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    • Transforming Dynamics 365 UTC Date/Time to local Daylight Saving and Standard Date/Time in Power BI

      Colin Maitland, 04 November 2019

      In this article, I demonstrate the transformation of Dynamics 365 UTC Date/Time values to New Zealand (NZ) Local Date/Time and Date values in Power BI, taking into account Daylight Saving Time.This demonstration highlights a significant difference in the transformation of these values when the Power

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    • How to Invoke Shared Formulas in a Canvas PowerApp

      Colin Maitland, 30 October 2019

      In this article, I demonstrate how to invoke a shared formula from events and controls in a Canvas PowerApp without the need to duplicate the formula many times.The following image shows a simple calculator created as a Canvas PowerApp. This calculator has various buttons, labels and associated form

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    • How to Highlight the Selected Record in a Canvas PowerApp Gallery

      Colin Maitland, 11 October 2019

      In this article, I demonstrate how to highlight the selected record in a Canvas PowerApp Gallery.The following image shows a Gallery displaying Contact records on the right and a related Detail Form showing the currently selected Contact on the left.It is desired that the currently selected Contact

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    • Configuring Dynamics 365 Currency Fields in Power BI

      Colin Maitland, 10 October 2019

      In this article, I demonstrate the data type conversion that should be applied to Dynamics 365 Currency fields in Power BI; ie. to Fixed Decimal Number instead of to Decimal Number.In Microsoft Dynamics 365, “Currency” fields are stored in the underlying SQL Server database using the SQL Server Mone

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    • How to Accurately Calculate Ages in Power BI

      Colin Maitland, 07 October 2019

      In this article, I demonstrate how to calculate Ages in whole-years and fractional-years in Power BI using several different approaches. I also identify the approach that calculates the most accurate Age.The following image shows a list of people in Power BI. These records were loaded into the Power

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    • How to display the Parent Customer Name on a Gallery or Form in a Canvas PowerApp

      Colin Maitland, 17 September 2019

      In this article, I demonstrate how to display the name of the parent Customer for a Contact on a Gallery or Form in a Canvas PowerApp.The App used for this example is connected to the underlying Contacts and Accounts entities in Dynamics 365 using the Common Data Source (CDS) Connector.In Microsoft

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    • A Best Practice Use of Formatting, Variables and Comments in Power BI DAX Expressions

      Colin Maitland, 16 September 2019

      In this article I demonstrate a best practice for the writing of a Data Analysis Expression (DAX) in Power BI regarding the use of formatting, variables and comments.The formula used for my demonstration adds a calculated field named Is Supporter to a table named Supporter. This is a table of merged

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    • How to update Dynamics 365 Option Set controls in a CDS Canvas PowerApp

      Colin Maitland, 10 September 2019

      In my previous articles, I have demonstrated how to set the default values for Lookup and Option Set field bound combo box controls in a Canvas Power App connected to a Leave Requests entity via the Common Data Service. In this article I demonstrate how an Option Set field bound combo box control ca

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    • How to use Parameters in Power Query in Power BI

      Colin Maitland, 09 September 2019

      In my previous article I demonstrated how to use Connection Parameters in Power BI for the configuration of the Source step in Power Queries used to load data from Dynamics 365 (Online). In this article I will demonstrate how to use Parameters in Power Query.The following image shows the first three

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    • How to Configure Data Source Setting Parameters for a Power BI Data Model

      Colin Maitland, 06 September 2019

      In this article, I demonstrate the use of parameters for connecting a Power BI Data Model to Dynamics 365 (Online). This approach simplifies the subsequent task of updating the Data Source Settings after the Data Model has been published to the Power BI Service. For instance, it may be desired to co

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    • How to Change a Power BI Relationship from Many-to-Many to One-to-Many

      Colin Maitland, 05 September 2019

      Recently when configuring a Power BI Data Model for Dynamics 365 I encountered a situation where I was not permitted to create a One-to-Many relationship in the data model between a Dimension table and a Fact table. Power BI automatically created a Many-to-Many relationship between the tables concer

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    • How to Update Related Date Picker Controls in a Canvas PowerApp

      Colin Maitland, 04 September 2019

      In this article, I demonstrate how to configure two related date picker controls in a Canvas PowerApp so that Date To is updated to Date From, and Date From is updated to Date To, if the User selects a Date From date that is greater than Date To or a Date To date that is less than Date From.The exis

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    • How to Programmatically set Date Picker and Days Controls in a Canvas PowerApp

      Colin Maitland, 03 September 2019

      In this article, I demonstrate how to configure the default values for a Days From and Days To date picker controls and a related Days control in a Canvas PowerApp. I also demonstrate how to programmatically update the Days control to display the number of days between the two selected dates when th

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    • Optimise Setting Default Values for Dynamics 365 Lookup Controls in a Canvas PowerApp

      Colin Maitland, 23 August 2019

      In a previous article, I demonstrated how to set the default values for Dynamics 365 Lookup fields in a Canvas PowerApp. The example used was a Leave Requests app that requires the selection of Requester and Manager.The following image shows the formula used for setting the default Requester to the

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