Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.
Good morning everyone,
I'm using the Power BI Desktop connected with CRM on Line. I am making an appointment where I can bring the data of an Account, however I need now to make a filter to bring more than one Account, is this possible?
If yes how would I do this query with more than one parameter?
Thank you
Hi @ricardo_cvo,
I don't think it is possible to do it currently. You can vote the following similar ideas to improve Power BI and make this feature coming sooner.
https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/7319165-crm-user-rights
In this scenario, you may need to create multiple datasets and reports for different CRM user accounts currently.
Regards
1. Do u want to filter the data after brining into the Power BI ?
2. Do u want bring more account in CRM then do u want combine all the account together ?
Do I need to filter the Orders from two different Accounts before downloading to Power BI?
Hi @ricardo_cvo,
What do you mean about "filter the Orders from two different Accounts"? Could you be more precisely with it?
As I have mentioned above, you may need to create different datasets(in separate pbix files) for the two different Accounts currently, I don't think any filter is needed in this scenario.
Regards
The scenario is as follows, I filter all requests for a given account, however I need to bring in more than one account requests.
Hi @ricardo_cvo,
So if you create different datasets(in separate pbix files) for the two different Accounts currently, then I don't think any filter is needed in this scenario.
Regards
Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City
Check out the April 2024 Power BI update to learn about new features.
User | Count |
---|---|
106 | |
94 | |
75 | |
62 | |
50 |
User | Count |
---|---|
147 | |
106 | |
104 | |
87 | |
61 |