Hi,

Please help me 

I have two different datasets from different sources. ( I am working on two projects basically, to create dashboards) Can anyone explain me what is on- premises, External, live , direct query models?

1)I have  a dataset in sharepoint online excel sheet (is it on -premises, online or other)?  should i use a gateway to schedule refresh in power BI Service? or it gets refreshed automatically

2)Another data comes from a internal tool(despro)  - Should i  use gateway for this to schedule refresh in power BI?

3)what if i get data from excel sheet - is it local drive? do i need a gateway? 

Thanks in advance

Over the last few days I have not been able to maintain a connection to the gateway connector. I uninstalled my gateway today and installed the latest version and I still cannot make it work. Help... 

Has anyone successfully tried to "Get Data" in a single Power BI Desktop PBIX file from two different Quickbooks Online companies, concurrently, with the same Quickbooks Online login/password?

Is that supported?

I've been able to connect to my SharePoint library.  I'm attempting to get the attribute columns out of the rows in this table but not the files they are related to.  Because the files are sizable, i'm hoping to simply skim off the attributes.

Here is the Power Query code i'm working from so far:

let
    Source = SharePoint.Contents("https://<Redacted>.com/Compliance", [ApiVersion = 14]),
    IncidentReports = Source{[Name="IncidentReports"]}[Content]
in
    IncidentReports

Which gets me:

Later on i'll want to expand the column on the right called "Attributes" as that is where the data i need is.

Any assistance would be greatly appreciated.

Hi all,

I'm setting up a demo and would like to use the content pack below. However the API endpoint in the CRM system is 8.2 and I am getting XML errors. I suspect this is because the API has now changed sufficiently for the contact pack not to work.

Is there an updated version of this pack available or some other workaround that I can use?

https://powerbi.microsoft.com/en-us/documentation/powerbi-content-pack-microsoft-dynamics-crm/

Hi All,

I am sure this question would have been asked multiple times before, but I couldnt get the exact post that I was looking for.

Can PowerBI capture all custom fields (apart from the OOB fields in all workitems) from a customized process template in VSTS and be visible for generating reports? If yes, please guide me in capturing those fields since I am new to this service.

TIA

Hoy

Hi All,

I am connecting to AWS from a Quad Core Windows 2012 R2 Server with 30GB of ram and the Power BI Desktop performance is aweful. Any data changes made in the queries and I have to wait an Hour or more for the change to reflect.

I am currently looking at around 750k rows of data and this will increase over time.

Is there anything I can do to improve performance?

Thanks

New to Power BI. When getting data from Salesforce (Objects) i do not see where one can sign in with the SF credentials. I worked in Power BI several days ago and then my sign on (SF) was changed and i am allowed to see numerous sites data now.. Need to pull all of that data into Power BI, but when I go to get data it isi just pulling from the one site that I used to sign on under. Where do you go to change that in Power BI get data... 

Please feel free to redirect to a different forum if this location is not OK.

Also - if this has been discussed already - please let me know. So far I did not find SSO topics related to 3rd party data.

Question is:

Is there a way to make a PowerBI report utilize SSO with a 3rd Party (data is outside the servers, domains, or Azure cloud-setup of our organization).

I know SalesForce offers SSO delegated approach based on Delegated Identity OpenID.

So can we install such a solution in our PowerBI cloud/gateway configuration?

If "not" - any plans to offer this in the future? It is really a critical option to have in an enterprise solution.

About what I found on the forum so far.

Two work-arounds were suggested in a separate thread I posted:

1. Use Row Level Security (RLS)

2. Develop the report using your own credentials. Save as template (*.PBIT). Give the template to users and they will be asked to re-authenticate when they create a report from this template.

2nd solution did not work out. At no point was the user asked for a password.

One way or the other - either solution is not workable in a prod environment, so my question on SSO.

Using RLS would mean to transfer the entire complexity of already established SalesForce rules into PowerBI.

Yes, doable, but a huge undertaking and once done will require work to keep rights in sync.

Using a template is not practical even if it worked. I cannot possibly go to my CEO and ask him to go over the motions, nor can I schedule an appointment to do the deployment myself from his PC. Even if I could, it is not just the CEO who needs the access but a whole department as well. And I have to do this every time there is a change in the report or when a users gets modified SF rights.

If I am missing something about the template solution - please let me know.

Many thanks for helping with this!

I am wondering if its possible to use a spreadsheet from excel with two column headings formatted like the example below in Power BI

                                                     Procedure 1                                 Procedure 2                                  

Batch ID, Date, Batch Volume    # of operators, time, man hours     # of operators, time, man hours

Where Batch ID is cell A2, Date is cell B2, batch volume is cell C2, # if operators is D2, time is E2, man hours is F2, and procedure 1 is merged to fit to the cells below it D2,E2, and F2.

Procedure 1 and two are in row 1, where as the rest of the headings are in row 2. 

I am trying to track man hours per batch using the following template, where as a new batch will be entered into a new row. I would like to be able to integrate this excel spread sheet into power bi and track the time it takes for each procedure in each batch. Is there a way this will work with power bi? Or do I need to set up my table differently in order to incorporate it into power bi? If so, any ideas?

Hi everyone,

I am quite new here and having trouble since 3rd June with the automatic everyday refresh with Dynamics 365 Online for Sales.

Everything was working great until this date...

Here is the error message that I get :

Hey,

I'm currently having a small problem with a SQL query i'm writing on an Azure DocumentDB in Power BI

So i have this simple query:

[Query = "SELECT c.id AS Leverancier_ID, c.leverancier_naam AS Leverancier FROM c WHERE c.type = ""Leverancier"" AND c.project_id = Project"]

now the part c.project_id refers to a Power BI parameter called Project however when attempting to execute the query as is, DataFormat.Error is returned.

Paramater is marked as text

If i type static 

[Query = "SELECT c.id AS Leverancier_ID, c.leverancier_naam AS Leverancier FROM c WHERE c.type = ""Leverancier"" AND c.project_id = ""Project B"""]

this does return results but is not the intended behaviour.

Kind regards

Hi everyone

We have been using Power BI with on-premise Dynamics CRM 2016 using OData connection and it worked fine.  However, we have now reconfigured our Dyanmics server so it now uses claims-based authentication and an Internet Facing Deployment (IFD) is setup.  Our users now login to Dynamics via ADFS on Server 2016 and can access the site both inernally and externally.

Since this change we cannot get Power BI Desktop to connect to our CRM server.  I have done the following:

Enabled oauth on our Dynamics server

Registered the Power BI Desktop OAuth 2.0 client with ADFS

(Steps from https://technet.microsoft.com/en-us/library/dn708055.aspx)

When we try to add the odata connection to Dynamics CRM using Anonymous/Windows authentication I get an error saying "We couldn't authenticate with the credentials provided.  Please try again."

If I try using Organisational Account I get "The WWW-Authenticate header doesn't contain a valid authorization URI.  Header value: 'Negotiate,NTLM'.

Can anyone tell me any additional steps I need to take to get this to work as I'm having trouble finding any helpful solutions online for this?

Thanks for your help in advance.

Hello,

I'm using free trial version of Azure and have been creating BI Reports by using Power BI Desktop. For now, I want to import already PBIX files to Power BI Embedded in Azure Cloud. In advantages of this progress, I can share the link including reports as Power BI style and allowed to share it with my colleagues to see it online.

I've created a workspace but did not understand how to import the already done PBIX files. Is this possible?

Could you help me?

Thanks in advance.

Joining and Syncing disparate Excel and Oracle in Power BI

Using this aproach we can successfully edit and sync Excel data within Power BI

https://powerbi.microsoft.com/en-us/documentation/powerbi-service-excel-workbook-files/

https://powerbi.microsoft.com/en-us/documentation/powerbi-refresh-data/

Where we have one source of data be it Oracle, Excel or SQL we can successfully sync up our datasets within PowerBI. Where we have mixed datasets for example Oracle and Excel we are struggling to find an effective working method to sync the two data sources within Power BI. 

The basic requirement is to have two datasets, one oracle table and an excel sheet with a join between the two presented and synced up into one Power BI report. 

Our current working options are to pull everything down to either Oracle or Excel, but I cannot seem to find a method of referencing and syncing the source data as separate entities in Oracle and Excel. 

Hello,

My question is right at the bridge between Power BI and Dynamics CRM. I thought I'd post here, but let me know if the CRM communities are better suited for this question. 

I've been very excited to start using the Dynamics CRM Web API with Power BI. My goal is to be able to define an Advanced Find (UserQuery) and use the Web API to pull that Advanced Find straight into Power BI, bypassing the 100K record limit of advanced finds and streamlining automated refreshes, etc. The function I wrote is successfully pulling all the records and returning it as a 1-column table of records, but when I try to expand those records into columns, not all the fields defined in the Advanced Find show up. At first I thought maybe it was a cache issue, or perhaps that Power BI was hitting some sort of size limitation, so I even tried defining each of the fields I was looking for manually in the M, but they just returned null.

Here's my M code: 

(OrgUrl as text, QueryName as text, LogicalCollectionName as text, UserView as logical) =>
let 

	GetQueryByName =
		(OrgUrl as text, QueryName as text, UserView as logical) => 
			let
				QueryType = if UserView then "user" else "saved"
				,return = OData.Feed(
						OrgUrl & "/api/data/v8.0/" & QueryType & "queries?$select="& QueryType & "queryid&$filter=name eq '" & QueryName & "'"
					)[userqueryid]{0}
			in
				return,
	QueryAll = 
		(nextURL, prev) => 
			let
				prevList = if prev <> null then prev else {},
				responseData = Json.Document(Web.Contents(nextURL, [Headers=[Prefer="odata.include-annotations=""OData.Community.Display.V1.FormattedValue"""]])),
				return = if responseData[#"@odata.nextLink"]? <> null then @QueryAll(responseData[#"@odata.nextLink"], prevList & responseData[value]) else responseData[value] & prevList
			in return,
	NamedQuery = OrgUrl & "/api/data/v8.0/" & LogicalCollectionName & "?userQuery=" & GetQueryByName(OrgUrl, QueryName, UserView),
	return = Table.FromList(QueryAll(NamedQuery, null), Splitter.SplitByNothing(), null, null, ExtraValues.Error) 
in return

And the FetchXML:

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false"><entity name="opportunity"><attribute name="elcn_academicprogramofinterestid" /><attribute name="createdon" /><attribute name="opportunityid" /><attribute name="parentcontactid" /><order attribute="elcn_academicprogramofinterestid" descending="true" /><link-entity name="contact" from="contactid" to="parentcontactid" alias="a_4e29b74a612a43f0969e0b8e08ce7e48"><attribute name="regent_firstcontactdate" /><attribute name="createdon" /><attribute name="regent_contactstatus" /><attribute name="datatel_prospectsourceid" /><attribute name="regent_leadsourcedetails" /><attribute name="regent_leadsource" /><filter type="and"><condition attribute="createdon" operator="this-fiscal-year" /><condition attribute="customertypecode" operator="eq" value="200000" /><condition attribute="statecode" operator="eq" value="0" /></filter></link-entity></entity></fetch>

More specifically, regent_leadsource and regent_leadsourcedetails aren't showing up as columns. 

Any ideas?

Many thanks,

Daniel Hines

I am in the process of setting up MS Power BI for my company.  We installed the On-premises Date Gateway on a Microsoft server.  Since all of the data files will be coming from this server and going up to Power BI, it made the most sense to install the gateway on this server.  Plus this server remains on 24/7.

If you log into the Diver server you can see that the Gateway is running properly.

However, when I try to set up the data sets on Power BI, I receive:  Error: Unable to Connect. Details: "Invalid connection credentials".   At first we suspected problems with authentication, bit I confirmed with our network security that I’m using my correct ID and windows password and that I have the admin access to this server. 

Here is the full error I’m getting when I try to set up my data sets:

Unable to connect: We encountered an error while trying to connect to D:\diverroot\DI_NuhoArw\Temp\PBI. Details: "Invalid connection credentials."Hide details

Activity ID:    8b3816d7-9dc0-42ec-91c3-88bc04c6443b

Request ID:     73554282-392e-6e3d-750e-0bea9276bf59

Cluster URI:    https://wabi-us-north-central-redirect.analysis.windows.net

Status code:    400

Error Code:     DM_GWPipeline_Gateway_InvalidConnectionCredentials

Time: Mon May 01 2017 15:18:10 GMT-0400 (Eastern Standard Time)

Version:   13.0.1700.2008

Underlying error code:     -2147467259

Underlying error message:  The credentials provided for the File source are invalid. (Source at d:\diverroot\di_nuhoarw\temp\pbi.)

DM_ErrorDetailNameCode_UnderlyingHResult:   -2147467259

Microsoft.Data.Mashup.CredentialError.DataSourceKind:  File

Microsoft.Data.Mashup.CredentialError.DataSourcePath:     D:\diverroot\DI_NuhoArw\Temp\PBI

Microsoft.Data.Mashup.CredentialError.Reason:     AccessUnauthorized

Microsoft.Data.Mashup.MashupSecurityException.DataSources:     [{"kind":"File","path":"D:\\diverroot\\DI_NuhoArw\\Temp\\PBI"}]

Microsoft.Data.Mashup.MashupSecurityException.Reason:     AccessUnauthorized

Troubleshoot connection problems

I've been working with our internal support and have been scouring the tech support links, but everything that we have tried results in the same error or something similar.

We also tried uploading the source files to OneDrive and tried to set up the Data Source to look there, but it times out.

Can someone help withi this problem?  Also, I am not a PowerBI Pro subscriber (yet) so I'm not able to create a support ticket.

Preciso ter um mesmo modelo de relatório e aplicativo com vários relatórios, mas cada um deve ser alimentado com uma base de dados local, teria como fazer desta forma?

Ex: 

 Tenho 3 clientes X, Y e Z que possuem lojas do mesmo ramo, preciso criar um aplicativo base, que irei compartilhar com os 3 clientes, mas cada aplicativo deve utilizar a base de dados local do cliente através de um gateway configurado na máquina cliente, ou seja, cada um possui um sistema local com sua base de dados com seus lançamentos, e cada um deve verificar seus dados apenas.

Queria fazer desta forma, pois tenho vários clientes, e é um trabalho muito grande refazer cada aplicativo com a base de cada cliente.

Hey Guys, 

I've created a report that pulls in data from an existing SFDC report.  In the desktop version of Power BI, I'm able to connect and refresh with no issues.  I'm also able to publish the report without any issues.  It's exactly what I need.

The issue comes in when I try to schedule a refresh on the deployed dataset.  I have found that the credentials need to be re-entered upon publishing my dataset.  When I do this, I am able to see that the OAUTH is established in SFDC for my Power BI Refresh successfully; however, I receive this error and am not able to save or move forward with refreshing. 

The only way I've been successful at refreshing the dataset is to refresh it using Power BI Desktop and re-publishing the dataset.

One thing that I noticed is that I am able to create a new report and refresh its dataset directly from Power BI Online; however, I run into issues using a published dataset.  I need to use my published dataset, which simply connects to one report from SFDC.

Here is the dataset datasource settings.

I'm at a loss, and any help would be very much appreciated.  If more details would be helpful, just ask.

Thanks guys!

I need to have a same reporting model and application with multiple reports, but each one should be fed with a local database, how would I do it this way?

Ex:
I have 3 X, Y and Z clients that have stores in the same branch, I need to create a base application that I will share with the 3 clients, but each application must use the client's local database through a gateway configured on the client machine, That is, each one owns a local system with its database with its releases, and each one must verify its data only.

I wanted to do it this way because I have multiple clients, and it's a very big job to redo each application with each client