Filtering in the importation of a Dynamics CRM Source

[jplopes]

Hey there,

I'm importing a data from a Dynamics CRM source. But since it's a pretty big source, it ends up that it gets too slow or even returns with some kind of error.

To solved it, I have selected only couple columns I need.

But now, I need to configure it in a way to bring less data filtering by variable. For example, in a year column (containing 2014, 2015, 2016 ie), I need to filter it only by 2016. I know I could import all data and then use a filter in a next step; but this would load 2014, 2015, which are useless for my analysis.

Follow the code I have changed (its in portugues). The name of the colummns are in green and the name of the table is red.

let
Origem = let
Origem = OData.Feed("https://XXXXXXXX.crm2.dynamics.com/XRMServices/2011/OrganizationData.svc/OpportunitySet?$select=Name, affero_quantidade, affero_Valor, affero_valor_total_oportunidade, CustomerId, OwnerId, new_ProbabilidadedaOportunidadeAberta, affero_produto, affero_bu, new_VendaCross, StepName, StateCode, EstimatedCloseDate, affero_ano, affero_data_retorno"),
OpportunitySet_table = Origem{[Name="OpportunitySet",Signature="table"]}[Data]
in
Origem

I want something like this: affero_ano = 2016

Thanks in advance,

Bests, 
João Pedro

[v-shex-msft · Accepted solution]

Hi jplopes,

Based on your description, you want to add filter on OData feed, right?

If it is a case, you can use ‘URL Conventions’ to achieve your requirement, sample:

let

    Source = OData.Feed("services.odata.org/V4/Northwind/Northwind.svc/Orders?

    $select=OrderID, CustomerID, ShipName

&$filter=(OrderID eq 10250) ")

in

Source

Before convent:

After:

I have modified your formula:

let

    Origem = let

    Origem = OData.Feed("https://XXXXXXXX.crm2.dynamics.com/XRMServices/2011/OrganizationData.svc/OpportunitySet?

    $select=Name, affero_quantidade, affero_Valor, affero_valor_total_oportunidade, CustomerId, OwnerId, new_ProbabilidadedaOportunidadeAberta, affero_produto, affero_bu, new_VendaCross, StepName, StateCode, EstimatedCloseDate, affero_ano, affero_data_retorno

    &$filter=(affero_ano eq 2016)")

in

  Origem

For more detail information, you can refer to below article:

URL Conventions (OData Version 3.0)

Regards,

Xiaoxin Sheng