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ricardo_cvo Regular Visitor
Regular Visitor

Power BI x CRM - Query with more than one parameter

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

6 REPLIES 6
Baskar Super Contributor
Super Contributor

Re: Power BI x CRM - Query with more than one parameter

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 ?

v-ljerr-msft Super Contributor
Super Contributor

Re: Power BI x CRM - Query with more than one parameter

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.Smiley Happy

 

https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/13544292-embedding-power-bi-repor...

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

ricardo_cvo Regular Visitor
Regular Visitor

Re: Power BI x CRM - Query with more than one parameter

Do I need to filter the Orders from two different Accounts before downloading to Power BI?

v-ljerr-msft Super Contributor
Super Contributor

Re: Power BI x CRM - Query with more than one parameter

Hi @ricardo_cvo,

 

What do you mean about "filter the Orders from two different Accounts"? Could you be more precisely with it?Smiley Happy

 

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

ricardo_cvo Regular Visitor
Regular Visitor

Re: Power BI x CRM - Query with more than one parameter

The scenario is as follows, I filter all requests for a given account, however I need to bring in more than one account requests.

v-ljerr-msft Super Contributor
Super Contributor

Re: Power BI x CRM - Query with more than one parameter

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.Smiley Happy

 

Regards

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