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I'm using 2016 update 1 CRM Online with Power BI connected via HTTP REST API to boost speed.
I'm using the 'best practice' protocol of not using expanded columns in the data query but rather using a relationship & look up / related column in another table to boost performance when returning rows.
The problem is that there are mutiple fields in the entity table that could relate to Systemuser table. For example,
_ownerid_value
_createdby_value
_modifiedby_value
all will have lookup values in the system table aginst systemuser ID. I've tried to edit this in relationships but I get a message telling me that there is 'ambiguity' between the tables.
There are occassions where I need to know who has booked something (created by) as well as who has the record assigned to them (owner) and even who had changed it.
I can't work out how to have the look up value (user's name) appear more than once if that makes sense.
can anyone help please?
Solved! Go to Solution.
I believe that one way to solve this would be to download the Systemuser table 3 times. I would name the tables "Owner Users", "Create Users" and "Modify Users" or something similar to tell them apart from one another. Relate each of the columns in the entity table to its corresponding Systemuser table. Then you can use the column from each of the 3 tables in the same visualization.
I believe that one way to solve this would be to download the Systemuser table 3 times. I would name the tables "Owner Users", "Create Users" and "Modify Users" or something similar to tell them apart from one another. Relate each of the columns in the entity table to its corresponding Systemuser table. Then you can use the column from each of the 3 tables in the same visualization.
Thanks @Greg_Deckler yes sorry it was a daft question, solution was really obvious I should've worked that out myself!
Thank you.
Actually I tried this and my Created By field and my Modifed By field using RELATED('Tablename[column]') are blanks. Owner is still working and yes they are all mapped in the relationship screen
I don't think that you should need any kind of formula but I may not be understanding the issue correctly, I guess what I envisioned was that you had a main table with an numeric ID in your three columns you mentioned. Each of these is related to one of the three System User tables by that ID but they also have the name of the individual. In this case, you should just have to create a table visualization with some column from your main table and then just drop in the "Name" columns from your three related tables and everything *should* work.
I've been going off this link here explaining how to make the queries run quicker http://us.hitachi-solutions.com/blog/2016/06/20/fast-vs-furious-powerbi-dynamics-crm-avoid-common-mi...
Anyway, I've re-imported the systemuser table again twice from source and it has data in it now for create by and modified by. I've put the relationships in and they show up in the visuals.
Thanks again.
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