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Category Archives: Power BI

DAX For Relationships in Power BI

Hi everyone in this blog we will see the different DAX that are used to define or use the relationship between two tables. In Power BI there are two type of relationships                 1. One to One  (1:1)                 2. One to Many   (1:*) Now lets look at the DAX functions that we can use … Continue reading DAX For Relationships in Power BI

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Create new aggregate measurement / Entity store in D365 Finance and Operation to be consumed in Power BI report in D365 Finance and Operations

In D365 there are several option to export/Import data like Data Entities, BYOD, Aggregate measurements/Entity store. In this blog we will learn How to create entity store in D365 Finance and operations. Aggregate Measurements/Entity Stores are use to create Power Bi reports with nearly Live data where user have option to set its recurrence that … Continue reading Create new aggregate measurement / Entity store in D365 Finance and Operation to be consumed in Power BI report in D365 Finance and Operations

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How you can prevent yourself from coming into the defaulter list

In this blog we will see how you can prevent yourself from coming into the defaulter list. Lets first understand the different criteria for a user to fall in defaulter list. The follow up date of the case is less than today’s date. The day difference between last notes added and follow up date is … Continue reading How you can prevent yourself from coming into the defaulter list

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Cash Position Report for a Professional Services Organization

In this post, I will talk about the importance of the Cash Position Report for any Professional Services Organization.  The Cash Position is your current and forecasted ‘Cash in Hand’. The importance of having Cash in your bank account cannot be emphasized enough. It is important to understand the difference between Cash Flow and Cash … Continue reading Cash Position Report for a Professional Services Organization

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Load Option set from D365 CRM to Power BI data model

Steps: Open Xrm Toolbox and add Tool “PowerBI option-Set Assistant” Open the tool and Click on load entities, it will load all the entities. Select the entity and field name from which we want to retrieve data, click on “Create records for selected option sets”. It will prompt that it will create new entity, click … Continue reading Load Option set from D365 CRM to Power BI data model

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How do you get a latest Refresh Date in Microsoft Power BI report

Posted On June 24, 2020 by Sandip Patel Posted in

In this blog we will learn how to get a last refresh date in Microsoft Power BI report. So, using this practice, we will know last data refresh and also knows the problem with dataset refresh. In order to get latest refresh dates, you have to follow the below steps. Step 1: Open your report … Continue reading How do you get a latest Refresh Date in Microsoft Power BI report

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Hiding Filter Pane in Power BI Reports

Posted On June 24, 2020 by Shrusti Talati Posted in Tagged in

While viewing reports in Power BI service/ Power BI Desktop, Power BI provides a feature to eliminate the filter pane completely in order to provide a professional look. Here are the ways to Hiding Filter Pane in Power BI reports. 1.Show/Hide the filter pane from report readers. By default, the Filters pane is visible to … Continue reading Hiding Filter Pane in Power BI Reports

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Modern Enterprise BI: Part 1

Power BI has some new features and Future Promises for Modern Enterprise applications in Business.

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How to Hide the filters panel in Microsoft Power BI report

Posted On April 27, 2020 by Sandip Patel Posted in

In this blog we will learn how to hide the filter panel in Microsoft Power BI report. Once you publish the Power BI report in Power BI service, filter panel is useless for the end user. In order to hide the filter pane, you have to follow the below steps. Step 1: Open your report … Continue reading How to Hide the filters panel in Microsoft Power BI report

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How to Pin Entire Report Page to Dashboard in Power BI

Dashboard is created to get a brief overview of your report by pinning visuals to an Existing dashboard or to a new dashboard. But sometimes it might be required to pin all the visuals of your page in the report to your dashboard. This blog will guide you through how this can be achieved.

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