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Once the data has been loaded, we will be able to see the list of fields available, which can be used in the report. It will take some time to complete data load operation. It will show the records present in the entity on selecting the entity.Ĭlick on Load button to load the data on to the report. The Public Entity Name property value is set to CustomerTransactions in the search bar above. Now search for the entity we created previously with the Public Entity Name property value. Once the connection has been successfully established, it will list all the available data entities deployed from D365.
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Sign in with your organizational account and then click Connect. In the dialog, select Organizational account and click Sign in button. Here in our case the environment URL will be Ĭlicking on OK will prompt for another dialog. It means we need to append /data at the end to the URL whenever we use OData feed. It will prompt for the environment URL from which the data to be considered. To create a report, in Power BI desktop, navigate to Get data menu option and select OData feed.
#Dynamics ax 2012 demo data export tool retail exclude list pro#
Make sure you have Power BI Pro license in order to create and publish the report. Open Power BI desktop and login with your credentials. Next step is to create the designer file for the report in Power BI desktop. Once all the above changes are implemented, build and synchronize the project. Since we are showing customer transactions, we will add the following fields to Entity key, which will be unique always. To add the fields, just drag and drop the fields from the respective data sources to the Fields node.įollowing is the list of fields added to the entity: Now we will add the required fields to be shown in the report. The relation will be created in Entity as shown below: Set the relations property between CustTable and CustTrans in the properties window as shown below: Right click on Relations and click on New relation. Once CustTrans has been added, we need to create the relations between these tables.Įxpand the CustTrans datasource node and select the relations node. Since we want to display the customer transactions also in the report, add CustTrans table as a child to CustTable already added in Entity.
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Remove the dataareaid from the property and save the changes. This property will only show the records in Power BI report based on the default company selected on the user who had logged in to view the report. The default properties will look as follows.įrom these, we need to change Primary company context property. Open the properties window of data entity. All the required elements will be added to project.ĭouble click on data entity to add the required table and fields.īefore we add fields, we need to set some properties of the data entity. If we want this entity only for Power BI report purpose, we can unselect the Data management capabilities checkbox since we do not want this entity to be used for data import/export purpose.Ĭlick on Next and wizard will ask for the fields that needs to be added to Data entity.Īs of now we will not need all the fields so for the time being, we will uncheck the Select all checkbox.Ĭlick on Finish to close the wizard. When creating a new entity, a staging table and security privileges get created automatically.
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Create a new data entity and give the appropriate name.Ĭlicking on Add will open up a data entity wizard which will ask for properties value for Public entity name and Public collection name. Data Entity creationĬreate a new project and give the appropriate name of the project.įor demo purpose, we will create a report showing customer and customer transactions data. OData connection will take the Data entities of Dynamics 365 as data source to create reports. This blog contains the steps to create a Power BI report using OData feed connection. Power BI desktop applications supports multiple data source connections by which the data can be used and displayed in Power BI reports such as using Data warehousing, using OData feed connection, using Azure SQL database. Architecture, Engineering and Construction (AEC)ĭata from Microsoft Dynamics 365 cannot be directly exposed with other systems or applications since there is no direct connection of the tables.International Microsoft Dynamics Partners.National Microsoft Dynamics ERP Partners.Regional Microsoft Dynamics ERP Partners.