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joballhausen Frequent Visitor
Frequent Visitor

Values in dropdown menu in the data source, unable to match name = value in data model

Hi,

as i´m new to PBI, we need to solve an issue related to our data source (MS Dynamics).

The data source is connected via WebAPI and in the query see values only, like 620001, but in the data source there is a dropdown menu for e.g. Input channel, and the entry is "Inquiry by mail", but i don´t see this category in the query.

How do we solve this? Where do i find the right category names then?

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This is the link to the screenshot in Dynamics:

 

 

 

And this is how it looks in PBI query:

 

 

Thanks for your assistance on this topic.

Best,

Johannes

1 ACCEPTED SOLUTION

Accepted Solutions
Super User
Super User

Re: Values in dropdown menu in the data source, unable to match name = value in data model

In CRM to identify the values, you need to go to Settings | Customizations and then Customize the System. This will bring up a window and then you will need to go look at the correct entity and look at the field or option set definition. There you will find out what numbers mean what.


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6 REPLIES 6
Super User
Super User

Re: Values in dropdown menu in the data source, unable to match name = value in data model

So, this is what is known as an Option Set in Dynamics. Is this a default field or a custom field? I used to have a listing of all of the default Dynamics Option Set values for just this reason. Basically, you need to go in to Customize the system and take a look at the Option Set definitions in order to determine which values goes with what. Then you need to use an Enter Data query to create a dimension table and link it to your fact table.


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joballhausen Frequent Visitor
Frequent Visitor

Re: Values in dropdown menu in the data source, unable to match name = value in data model

That specific field is a custom field.

By creating the dimension table i need to re-build the whole structure off dozens of dropdown menus - is that the only way?

Where do i find the Options set settings exactly as i´m not the main administrator of Dynamics.

 

Thanks for your help Greg.

Best

Super User
Super User

Re: Values in dropdown menu in the data source, unable to match name = value in data model

Another way would be to do find and replace in Query Editor. 

 

Is this Dynamics CRM or Dynamics for Finance and Operations or another flavor of Dynamics?


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joballhausen Frequent Visitor
Frequent Visitor

Re: Values in dropdown menu in the data source, unable to match name = value in data model

Thats a Dynamics 365 CRM instance.

But Find & Replace would mean to do the command for each line and for each new line.

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I´m wondering if our case is solely unique to other Dynamics instances?

 

Any other idea how to get the names for the categories/values?

Super User
Super User

Re: Values in dropdown menu in the data source, unable to match name = value in data model

In CRM to identify the values, you need to go to Settings | Customizations and then Customize the System. This will bring up a window and then you will need to go look at the correct entity and look at the field or option set definition. There you will find out what numbers mean what.


Did I answer your question? Mark my post as a solution!

Proud to be a Datanaut!


joballhausen Frequent Visitor
Frequent Visitor

Re: Values in dropdown menu in the data source, unable to match name = value in data model

Hi,

as the solution is at hand, i need to know additionally if its possible to speficy what the query should report.

Normal setup of the query is to deliver the value entity of the table (here: Option set = VALUE), but i need to know if its possible to GET via the query editor the DESCRIPTION entity as well.

 

img_04.png

If you know any solution it would be great if you can share that with me.

Maybe its also possible to GET the LABEL entity instead of the DESCRIPTION?

 

No idea how to change the query editor in terms of not getting the VALUE only.

Thanks for your help!