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Category Archives: Power BI

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

Posted On October 10, 2018 by Simran Monteiro Posted in Tagged in , , ,

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

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Featured Dashboard in Power BI

Posted On October 10, 2018 by Anjali Hemmadi Posted in

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

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Error while exporting SSRS Reports to Excel

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

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

Posted On September 25, 2018 by Simran Monteiro Posted in Tagged in

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

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Count Number of weekends between 2 dates in SSRS

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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Power BI – Row Level Security

Posted On September 10, 2018 by Sachin Dabre Posted in

Introduction: Row-level security (RLS) with Power BI can be used to restrict data access for given users. Filters restrict data access at the row level, and you can define filters within roles. Steps: To create on a Power BI Solution, you will start by going to the Modellingribbon and then select Manage Roles. This will launch the … Continue reading Power BI – Row Level Security

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Power BI September 2018 Update: Drillthrough To Another Report Page

The September update of Power BI features an important functionality: the option to drillthough to another page in that report. For example, if a user wants to see detailed data of a product ‘Product 2’, then they can right-click on Product 2 in the main report, select ‘Drillthrough’ and the relevant sub-report to have it … Continue reading Power BI September 2018 Update: Drillthrough To Another Report Page

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Work Hours in CRM

Posted On September 3, 2018 by Anjali Hemmadi Posted in Tagged in ,

In this article, we will learn how we can leverage the work hours in Reporting. The calendar entity stores data for customer service calendars and holiday schedules in addition to business. Each calendar is set for a specific time zone. A calendar describes the availability of a service or a resource. Calendars are related to calendarrule records, … Continue reading Work Hours in CRM

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SSRS Report Preview not working for D365 CRM V9 (Solution)

Issue: If you are trying to preview a FetchXML report in SSRS and you are a facing an issue due to a Sign-In Failure, then the reason for that most probable is due to the reason that you are trying to connect to CRM v9. When we try to connect to a v9 environment using … Continue reading SSRS Report Preview not working for D365 CRM V9 (Solution)

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Conditional Formatting By Values in Power BI: August Update

Posted On August 10, 2018 by Simran Monteiro Posted in Tagged in

In the August 2018 update of Power BI, we can now apply conditional formatting based on field value. This allows us to use a measure or column that contains a color name, a hex name/code and apply that color to the background of the cells and the font in the cells of that column. For … Continue reading Conditional Formatting By Values in Power BI: August Update

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