Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

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.

Reply
userxoxo
New Member

crm and power bi

hi guys, I am a super beginner 

and I am working on extracting data from dynamics 365 CRM entities and making power bi dashboards 

but when I extract the entities I don't know what is exactly the relationships 

1 REPLY 1
negi007
Community Champion
Community Champion

@userxoxo you can import data/tables into powerbi and then can define relationship between tables. once relationship is defined, then you can create your measure and reports. to be able to create correct relationship between tables, you need to have the basic understanding of the data else you will have issues in your calculation. If your dataset is not too big then it should not be two difficult to understand it to create correct relationship between tables. FYI creating relationship between tables is one of the primary taks one has to do before moving to report creation etc.

 

few links that can help you on this

 

https://docs.microsoft.com/en-us/power-bi/transform-model/desktop-relationships-understand

 

https://docs.microsoft.com/en-us/power-bi/transform-model/desktop-create-and-manage-relationships

 

https://www.youtube.com/watch?v=Pi02NKw6GPc

 




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



Proud to be a Super User!


Follow me on linkedin

Helpful resources

Announcements
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.