Power BI Microsoft Dynamics CRM 2013 – Part 11

Colin Maitland, 09 November 2014

In my previous blog, of this series on using Power BI with Microsoft Dynamics CRM Online, I demonstrated how to reduce the number of rows in a Microsoft Dynamics CRM Online ODataSet using the Power Query Editor. In this blog I will demonstrate how to now apply sorting.

The options sorting allow you to sort the ODataSet in ascending or descending order. The steps for applying sorting, especially, for sorting on multiple columns, are simply as follows:

1.  Select the first column to sort by.
2.  Click either Sort Ascending or Sort Descending.
3.  Select the next column to sort by.
4.  Click either Sort Ascending or Sort Descending.
5.  If required, repeat Steps 3 and 4 for any other columns to sort by.

It is not possible to select multiple columns and then select Sort Ascending or Sort Descending. The following screenshot shows the AccountOpportunitySet sorted by Account Name, Account AccountNumber and Opportunity Name. The numbers and icons in the top right-hand column of each column heading shows the sort by column order and the sort direction.

Sorting columns adds a Sorted Rows step to the list of Applied Steps:

  

In my next blog I will begin demonstrating how to transform the columns in the Microsoft Dynamics CRM Online ODataSet such as transforming the Option Set column values to their corresponding text Labels.