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Creating/Replacing Marketing Lists in Dynamics 365 from Power BI
Colin Maitland, 08 November 2020
In this article, I will introduce a demonstration of a custom Power Apps Canvas App, named ‘Marketing List App’, that is used to create new or replace existing static Marketing Lists in Dynamics 365 populated with a list of Supporters selected in a Power BI report.It is possible to create and update
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How to add the Subject Tree to the Site Map for a Dynamics 365 Model Driven App
Colin Maitland, 14 May 2020
In this article I demonstrate how to add Subjects to the Site Map for a Dynamics 365 Model-Driven App.Both Sales Literature and Subject are standard Dynamics 365 entities available for use as part of the Customer Engagement Plan and Customer Service App subscriptions. By default, Sales Literature mu
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A Tale of Two Countries - Charting Covid-19 Growth Rates with Power BI
Colin Maitland, 23 April 2020
Power BI is a great tool for analysing information. In this article, I demonstrate some charting approaches using some standard Power BI charts. The three examples of chart-sets in this article demonstrate my lay persons analysis of a ‘Tale of Two Countries’; i.e. comparison of the reported Covid-19
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How to Translate Dynamics 365 Field Values to Power BI
Colin Maitland, 23 January 2020
In this article, I demonstrate how to dynamically translate the Physical Name field values stored in the ‘Applicable From’ and ‘Related Field’ (i.e. SLA KPI) fields for Service Level Agreements (SLAs) and related Service Level Agreement Items (SLA Items) in Dynamics 365 to their equivalent Display N
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Using Measures instead of Bi-Directional Filtering Relationships to filter Slicers in Power BI
Colin Maitland, 19 December 2019
In this article I demonstrate how to filter slicers using a measure instead of using bi-directional filtering relationships. I will also briefly highlight that the implementation and use of bi-directional filtering relationships between dimensions and facts for the purpose of filtering slicers is no
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How to format numbers stored and displayed as text in a Canvas Power App
Colin Maitland, 17 December 2019
In this article, I demonstrate how to format the display of a number in a Canvas Power App as it is being entered by the user. This demonstration uses the example of a custom calculator created using various buttons, labels and formulas and which allows the user to enter up to 12 numeric digits as p
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How to Capture Power BI Queries sent to Dynamics 365
Colin Maitland, 10 December 2019
In this article I briefly demonstrate how to capture the queries that are sent by Power BI to Dynamics 365 (Online) when refreshing a table in a Power BI Data Model.The example used in this article is based on an Account query. This query includes steps to filter, select, sort and expand the retriev
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Custom Power BI UTC to Local Date/Time with Daylight Saving Time Function
Colin Maitland, 03 December 2019
In a previous article, I demonstrated several approaches for transforming Dynamics 365 UTC Date/Time values to New Zealand (NZ) Local Date/Time and Date values. In this article I demonstrate the structure of the custom Power BI function referred to in that article. This article demonstrates the inte
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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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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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