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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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The Tech Powering Our Sales
Gayan Perera, 13 May 2020
Spoiler alert – We use the Microsoft Power Platform to help us with our sales!I must confess, we don’t have a sales team. We’re a bunch of businesspeople with a very good understanding of technology. We use that as our base to help our clients realise their potential through smart use of tech. The r
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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 Configure Age Groupings in Power BI
Nick Chin, 20 April 2020
When designing reports in Power BI, you need to be aware of situations where your visualizations may be hard to read due to the large range of data you have available. For example, the pie chart below shows information segmented by different ages, but each slice of the pie is very small and is diffi
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How a Customized Theme in Microsoft Power BI can Improve your Reports
Ronelle Raath, 17 April 2020
With Microsoft Power BI you can easily achieve effective visual reports and dashboards from data captured within your business.However, to ensure you are putting together decent visuals you need to consider some key elements like keeping things simple, clear and concise as well as intuitive. You wou
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Looking into the Future with Microsoft Power BI's Forecasting Feature
Ronelle Raath, 06 April 2020
Data is the foundation to any business and one of its most valuable assets. Knowing and understanding your data well can help improve your business through management and growth. Now with Microsoft Power BI you can even predict the future using its awesome forecasting feature! Knowing the future can
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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 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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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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