• Using Microsoft Power BI Report Builder to create Power BI Paginated Reports

      Colin Maitland, 18 November 2019

      In this article, I briefly describe the steps for creating a Power BI paginated report, connected to a published Power BI Dataset, using the Microsoft Power BI Report Builder.The following image shows the top level of a multi-level paginated report built using the Power BI Report Builder.You can dow

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    • 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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    • 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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    • 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 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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    • Power Platform Licensing

      John Eccles, 18 June 2019

      Power Platform unlocks the potential of Dynamics 365 and Office 365. It opens the door for non-software developer users within organisations to manage data and electronic forms, automate business processes and enable mobility. An organisation needs licensing to use Power Platform. In this blog, I wa

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    • Context Transition when Using CALCULATE Function in Power BI

      Colin Maitland, 23 May 2019

      When writing and testing DAX formulas, it is important to understand the Evaluation Context in effect for each part of the formula; i.e. Row Context and Filter Context. The purpose of the DAX CALCULATE function is to modify the Evaluation Context of an expression. In this article, I will demonstrate

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    • How to Sort Multiple Sets of Age Groups in Power BI

      Colin Maitland, 22 May 2019

      In this article, I will describe how to configure sorting for an Age Group dimension in Power BI that has multiple sets of Age Groups for the same age ranges. The example discussed in this article is based on aggregating Referrals stored in Dynamics 365 by Age Group. The Power BI Data Model has an

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    • Flattening Opportunity and Opportunity Products in Power BI

      Colin Maitland, 08 May 2019

      In Microsoft Dynamics 365 the Opportunity and Opportunity Products entities form a Header/Detail relationship. This is a common type of relationship between entities. Other examples include Quote, Order, Invoice and their corresponding Quote Product, Order Product and Invoice Product entities. In Po

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    • Power BI Desktop Memory Issue Resolution - Part 2

      Colin Maitland, 08 February 2019

      In part one of this article, I described my experience of a “not enough memory to complete this operation” error I encountered in Power BI desktop. In this part, I will describe the cause and resolution for this issue. The cause of the issue was actually the formula used for generating the Sequentia

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    • How to Connect Power BI to Dynamics 365

      Satyvir Jasra, 07 November 2018

      Power BI is a power analytics tool that allows us to visualize our data. We can create reports in Power BI using Dynamics 365 data. In this blog I will walk through the steps to create a connection between a Dynamics 365 instance and make a simple report using it. I will be using Power BI desktop a

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