Category Archives: Power BI

Scribe Error while integrating from Salesforce to Microsoft Dynamics NAV

Simran Monteiro
Software Engineer
Published on December 4, 2018
Category: Power BI

Introduction: Recently, we encountered an error while integrating Sales Orders from Salesforce to Microsoft Dynamics NAV via Scribe displaying the following error message. Error Details: “The Sales Header Extension does not exist. Identification fields and values: Document Type=’Quote’, No=’ ‘ ” Reason for the error: Upon further debugging, we found that a field in the … Continue reading Scribe Error while integrating from Salesforce to Microsoft Dynamics NAV

Steps to Import Power BI Custom Visual

Shannon Pereira
Software Engineer
Published on November 25, 2018
Category: Power BI

Introduction: There are plenty of different custom visuals available outside of Power BI that can be used by anyone to develop some powerful visuals for free. These visuals can be downloaded from the Power BI AppSource marketplace and added in your reports. All of these visuals have also be approved by Microsoft. Steps to Download … Continue reading Steps to Import Power BI Custom Visual

Expand & Collapse Matrix Row Headers in Power BI

Sachin Dabre
Software Developer
Published on November 14, 2018
Category: Power BI

There are two ways you can expand/collapse row headers in matrix visualization. First one is through the Right-click menu. You will see options to expand/Collapse the specific record or row you clicked on, entire level or all down to the very last level of the hierarchy. In exactly same way you can collapse row headers … Continue reading Expand & Collapse Matrix Row Headers in Power BI

Power BI Transport Layer Security Settings (TLS)

Shannon Pereira
Software Engineer
Published on October 24, 2018
Category: Power BI

Introduction: The Transport Layer Security (TLS) is a protocol that provides Secure communications. There are different versions of this protocol with the latest one being TLS 1.2. With all the crazy updates that Microsoft comes with, many of the programs, web services. etc. have enforced TLS 1.2 to be mandatory for communicating over the network. … Continue reading Power BI Transport Layer Security Settings (TLS)

Filter Error In Excel While Exporting SSRS Report From D365 CRM To Excel

Simran Monteiro
Software Engineer
Published on October 10, 2018
Category: Power BI

Introduction: Once a User exports a report to Microsoft Excel from a Microsoft Dynamics CRM environment, they may want to further filter the report in Microsoft Excel. Issue: An issue I came across recently was that the report, when exported to Excel, would not allow me to filter in Excel for the first few columns, … Continue reading Filter Error In Excel While Exporting SSRS Report From D365 CRM To Excel

Featured Dashboard in Power BI

Anjali Hemmadi
Software Developer
Published on October 10, 2018
Category: Power BI

Introduction: In this article, we will learn how to set a default dashboard when you login to Power BI Service. Default Dashboard is termed as ‘Featured Dashboard’ in Power BI. Steps for configuring featured dashboard: Login to Power BI Service Open the Dashboard you need to display when you open Power BI Service. Click ‘Set … Continue reading Featured Dashboard in Power BI

Installation of the Power BI Report Server

Sachin Dabre
Software Developer
Published on October 9, 2018
Category: Power BI

Installing Power BI Report Server is a simple process. There are a few steps to install. You don’t need a SQL Server Database Engine server available at the time of install. You will need one to configure Reporting Services after install. Open the PowerBIReportServer.exe and launch the installer. Select Install Power BI Report Server Select an … Continue reading Installation of the Power BI Report Server

Error while exporting SSRS Reports to Excel

Anjali Hemmadi
Software Developer
Published on September 28, 2018
Category: Power BI

Introduction: Recently, we encountered an issue while exporting the SSRS Reports to Excel. In CRM, the SSRS Report was displaying the data correctly but for few filter criteria, we were not able to export the Reports to Excel.  On troubleshooting in SQL Data Tools, we found that it was throwing the below error. Error Details: … Continue reading Error while exporting SSRS Reports to Excel

Copying Data From A Table/Matrix in Power BI : September 2018 Update

Simran Monteiro
Software Engineer
Published on September 25, 2018
Category: Power BI

Introduction The September 2018 Update of Power BI has finally brought to users, the functionality to copy data from a table or matrix in a report. This has been a much-requested feature as one often finds themselves needing to copy a value or columns of data from a report with no option to do so. … Continue reading Copying Data From A Table/Matrix in Power BI : September 2018 Update

Count Number of weekends between 2 dates in SSRS

Shannon Pereira
Software Engineer
Published on September 25, 2018
Category: Power BI

Problem: There is no in-built function in SSRS where we can count the number of Saturdays and Sundays between any two dates in SSRS. This is a needed function for scenarios where we only need to get a count of working days.’ Solution: Following is a formula that can be used for getting an accurate … Continue reading Count Number of weekends between 2 dates in SSRS

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