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Category Archives: Uncategorized

How to publish Power BI report to website without authentication

Hello everyone, in this blog we will see how to publish Power BI report to website without authentication. If you want to display a report in your website and that should be visible to non Power BI users as well then you have to do it in following way. Step 1: Create a Power BI report without using RLS. Step 2: Go to file and select publish to web option. Note: Publish to web option is visible only when you don’t use RLS in your report. Step 3: Copy the iframe and place it in your website and you are good to go with the reports. Code: Limitations: Publish to web is supported for the vast majority of data sources and reports in the Power BI service, however, the following are not currently supported or available with Publish to web: Reports using row level security. Reports using any Live Connection data source, including Analysis Services Tabular hosted on-premises, Analysis Services Multidimensional, and Azure Analysis Services. Reports shared to you directly or through an organizational content pack. Reports in a group in which you are not an edit member. “R” Visuals are not currently supported in Publish to web reports. Exporting Data from visuals in a report, which has been published to the web. ArcGIS Maps for Power BI visuals. Reports containing report-level DAX measures. Single sign-on data query models. Secure confidential or proprietary information. Shared and certified datasets. The automatic authentication capability provided with the Embed option doesn’t work with the Power BI JavaScript API. For the Power BI JavaScript API, use the user owns data approach to embedding.   Check out my other blog here https://www.cloudfronts.com/how-to-use-power-bi-with-web-data-source/

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Adding Data Source to Tabular Model

In this blog we will see how we can add data source(SQL Server) to tabular model Pre-requisite: SQL Server with AdventureWorksDW2017 database Go to Tabular Model Explorer > Data Source and Click on Data source and select Import from data sourceand it will prompt to select data source, in this case we will select SQL Server database Enter server name and enter credentials And select the database Once we select database it will prompt to select the tables from the database and click on load Once clicked on load it will start importing tables from source database. Once table imported, we can see the Tables under tables section also relationships among them. While importing it will automatically detect the relationships among the table, but if wanted to create the relationships we can create relationships. So just we have seen how we can import data source into Tabular model.

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Creating Document Map in SSRS

Document Map makes navigation is easy to navigate through table in SSRS In our case we have dataset which contains Product and Product Subcategory. We created the 2 parent groups on Product key and Product Subcategory key. We have to go in the Parent group(ProductCategoryKey) >Advanced > Document Map and select the column used for document Map, in our case we are using ProductCaegoryName Go to Tablix property and in the Document Map Label and specify the Document Map Name. When we preview the report we can see the Product Index Label under the Document Map as shown in image, we can navigate though the table from the Product index. In this way we can create document Map in SSRS to navigate through the report.

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Entity Relationship Behavior in D365 CRM

Problem Statement: When a user changes the owner of Lead (either because the original owner has left the company or the lead is being assigned to a new salesperson), the system changes the owner on COMPLETED activities to the new owner of the record. This is a problem because it is important that we maintain the history as to who performed each task that happened in the past and by switching the owner for completed tasks this changes all historical reporting and records. Solution: This kind of situation can be easily handled by using the relationship behavior feature in D365 CRM. Create a new solution->> add the Activity Entity for which you need to make this change. (in below example I have added the Email entity). When you open the relationship, you will notice that the behavior is set to Parental. Parental Relationship: In this relationship all changes on parent record are reflected on child record.  Change the type of Behavior to Configurable Cascading. This will enable the Assign\Share\Unshare\Reparent actions which were earlier set to Cascade All as the relationship was Parental. 4. For our problem Statement where we will be making changes to owner, we will be using changing the Assign Action. Below are scenarios handled by Assign Action in relationship feature (On Change of owner) Scenario 1:Cascade-None: No change will be done to existing Activities and Notes. No change on Child will be done if Change in Parent. Scenario 2:Cascade-Active: Only Open Activities will be updated to the new owner and date changed to date of change of owner. This option is not available for Notes, as notes are always active. Scenario 3:Cascade-All: Changes on the parent will be done on the Child. Scenario 4:Cascade-User-Owned: Changes on parent will be reflected on child records owned by the same user. As for our requirement, we will make it cascade active(Scenario 2) Below is an example for the same. a. Before Change of Owner, we can view the last updated Datetime of activity.b. After Change of Owner, we can view the last updated datetime of activity. As desired, The Date-time and owner is updated for open activity. (Since I have tried all the cascade options on the same Date, in my example you will be able to see change of time and not Date). Conclusion: By using the relationship behavior feature, we can maintain historical data even on changes done to parent record (change of Owner).

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How to use Power BI with Web Data Source

Hello everyone, in this blog we will see how to connect Power BI with web as a data source.We will take moneycontrol.com ‘s data source for stock market analysis and we will generate a report based on it. Step 1: Go to get data source in Power BI desktop and select web as a data source. Step 2: Paste the following URL in the URL section and press ok. It will load the relevant table from the URL. Now select the table 0 dataset as that dataset contains the columns that we need. URL: https://www.moneycontrol.com/stocks/marketinfo/eps/bse/index.html Step 3: Now the dataset is with us lets visualize it with the effective visualizations we have in power BI Step 4: This is an optional step as the data came from data source with little extra information with it so I used a SUBSTITUTE function to remove the unnecessary words from company name. DAX: Refined Company Names = SUBSTITUTE([Company], “Add to Watchlist Add to Portfolio”, ” “) I hope this helps.

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How to avoid blank pages in SSRS report

How to avoid blank pages in SSRS reports Hi, guys in this article we will see the reasons that add blank pages in SSRS report and their solution, Body width: The body width of SSRS Report should be precise and should be maintained with following formula. Body width <= Report width – (Left margin + right margin) Oversizing of report contents: We add different elements in our reports like tables, matrix, etc. Always keep the size of the elements less than that of the report width along with the margins from left and right. 2. Unnecessary Spaces: Avoid keeping unnecessary blank spaces in the report, Always keep the content intact with each other. There is one property for body ConsumeContainerWhitespace that set it to true. 3. Page Breaks: Avoid adding unnecessary page breaks before and after of an element. Hope this helps.

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POS Receipts printing, Device connectivity issues in Microsoft D365 For Retail

Customers are looking for experiences when they go for shopping these days. They are not planning to use a particular store if they do not get the best experience. In contrast, if a store is providing the best service, customers are very much interested in visiting that store again. If you want to be a successful retailer, you should plan on using Microsoft Dynamics 365 for Retail Management Solution.  When you use this particular product or software, you are not only going to streamline the process but will provide the best customer experience to your customers apart from improving the retail management. You are going to easily scale up your business high when you use this particular software. Activating/installing POS on a new system is a straight forward process. However what I have noticed on several occasions is that connecting the printer with hardware stations can sometimes take too many efforts than the standard defined process. The standard process should ideally work and should not take too much effort to get the POS to work. However in some cases when the standard process does not work, you need to find a workaround to get the things to work. Here in this article I am going to suggest several ways to get your POS to connect with printer if there are printer/peripherals connectivity issues Reinstall latest Monroe CCO OPOS driver and hardware station Make sure to test the connection. The ping should be successful after installing the hardware station Check printer name in printer settings of your system and also in POS hardware profile in F & O Make sure in OPOS ADK App has printer added to it. If not then right click on POS Printer>Add new device>Select printer>Add New LDN(Printer Model name as defined in the printer settings)   If still there are issues, you can try the below steps  Make RetailHwsUser part of the local administrator group To do that first: Open computer manager by right clicking windows start icon 2. Double click on Administrator group 3. And Add the RetailHwsUser 4. Go to users tab  and assign password to this new user profile(RetailHwsUser) 5.  Login as RetailHwsUser and setup the LDN to the printer/device name 6. Now reinstall the hardware station and restart the computer. After restart if it still does not work, Please reinstall the hardware station once more Now you should be able to pair and print the receipts. Most of the time, this works, however,if these steps still don’t work then please raise it to Microsoft support team.

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Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 1

Part 1/4: Using FOR EACH Loop with KingswaySoft Connector for CRM Invoice Integration. Introduction: The SSIS ForEach Loop container will repeat the control flow task for N number of times, which is similar to Foreach loop in any programming language. This concept can be used for Integration of Header and Lines concept like Invoice. Our Scenario: For demonstration purpose, we will consider an Invoice Integration Map for Integration of Invoice and Invoice Details from SQL to Dynamics CRM. In this blog, we will use for Each Loop to Loop over all Invoices present in SQL Server DB and their respective Invoice Details. The Map for Invoice Integration after Completion will look like following after completion. Integrating Invoice Step 1: Create an execute SQL task which will count the Number of Invoices present in SQL Server DB having Ported Status marked as Zero. Create variable CNT having Data Type INT32 with initial value 0 to store the count of Invoices. Configure the following settings for the Control Flow Task. Step 2: Add a Sequence Container and double click on the green arrow to apply a condition as follows to proceed only if there are any Invoices are present in the DB else skip the Sequence Container. Step 3: Add an Execute SQL Task to store the all InvoiceNumbers in object variable. Create variable InvoiceNumbers having Data Type Object to store the InvoiceNumbers. Configure the following settings for the Control Flow Task. Step 4: Add a ForEach Loop Control Flow Task and configure it as follows to Loop over Invoices for Integration purpose. In the Collection Section select Foreach ADO Enumerator for Enumerator type and Rows in the first table as the Enumerator Mode. Create variable InvoiceNumber having Data Type String to store the InvoiceNumber for a single record to be fetched in one cycle. Configure the following settings for the Control Flow Task. Step 5: Add a DFT to Integrate Invoice Header. Note: This is the first part of the 4 part blog series. Here are others: Part 2/4: SSIS Integration Map for Invoice Header from SQL Server to Microsoft CRM Part 3/4: SSIS Integration Map for Invoice Details from SQL Server to Microsoft CRM. Part 4/4: Delete Logic for Invoice in case of Incomplete Integration of Invoice details Logic.              

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ProTip: Running Multiple Registers on CPOS

Let’s say you need to create a new store with multiple registers on CPOS.   It is now possible to have a retail store with multiple registers each running CPOS and each having their own dedicated hardware.   For example: A store with two registers both running CPOS and both having their own receipt printer, scanner, etc. . Here comes the concept of a shared hardware station for CPOS, It may seem impractical to have multiple registers sharing the same scanner, pin pad, etc but it is actually possible.   You’ll need to install a hardware station per CPOS and then you should be good to go.   Sharing hardware can be handy in scenarios with limited space or lesser sales persons moving around taking the sales and so on and it’s valid for CPOS.   Note: However, for MPOS you need a dedicated hardware.   Please notice that you can’t have multiple hardware stations installed on the same machine. Please do correct me anyone if that has changed 🙂 This can be done absolutely and is perfectly possible. Just deploy a Hardware station on each device and it will work as discussed in the example above.

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How to Reset Page number in footer after Page break

In this blog, I shall explain how to reset page number in footer after page break. Steps: To reset page number on footer first add page break to the element in the SSRS report in the property window by right clicking on the element. Now click on the “add page break before” checkbox. Now Go to the property window of the element and look for Page Break properties.In the page break properties click on the reset page number and change its value to True. Hope this helps!

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