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Hi
I have CRM 2013 connected to PowerBI and have a standard and one custom entity. (Account 1:n Agancies) Pulling in the two tables in to PowerBI the AccoundID is not available on the Custom entity Agency. What am I doing wrong? How can I create this relation?
Thanks
Regards,
Michal Tomes
Solved! Go to Solution.
OK, I created a custom entity and was able to get the GUID for a related "Agency" for an Account entity.
That field originally showed up as something like new_new_agency_account_Agency and it had those little arrow things next to the column header. I clicked on those and selected to display new_agencyId field
I do not have any custom entities but perhaps you need to do an expansion of a column? If you have any coluns that say something like "Table" as their content, they should have expansion icons in their column header, click on that and you can select individual fields for expansion.
Hi...
Didn't found something like that. but the lookup field is there. although ist no showing me the ID, but an just the Account name. Looking direclty in the SQL DB, the GUID is there. But using PowerBI, i just don see the value I need. Any Idea?
Regards,
Michal
OK, I created a custom entity and was able to get the GUID for a related "Agency" for an Account entity.
That field originally showed up as something like new_new_agency_account_Agency and it had those little arrow things next to the column header. I clicked on those and selected to display new_agencyId field
Thanks! That was it. My problem was, that this of course is only available before loading the data.
Regards,
Michal