Power BI & More

This episode is brought to you by D365UG.

Today Ulrik and Joel discuss what's new in the August 2018 Update for Power BI Desktop.

Topics discussed:

• Export to PDF
• Charticulator
• Color themes and conditional formatting
• New workspaces
• Composite models--combining direct query and imported data
• N:N relationships

Links:

• Power BI Desktop August 2018 Feature Summary
• Charticulator.com
• Aggregate total on top of stacked column charts in Dynamics 365

In this episode (brought to you by KingswaySoft), Ulrik and Joel go through the October '18 release notes for Power BI and analytics.

Topics discussed:

• October '18 release notes for Power BI
• Embedded Power BI visuals in Dynamics 365 forms
• SSRS reports in unified interface and mobile
• Preview feature--run SSRS reports from Power BI Premium
• Deeper PowerApps integration with Power BI
• CDS connector for Power BI--get your labels
• Enhancements to links in Power BI dashboards
• Power BI in Dynamics 365 portals
• What are data flows
• PowerQuery in CDM
• Intellisense in PowerQuery
• What happened to CDS-A
• What happened to Customer Insights
• Predictive lead scoring

This episode is brought to you by Maplytics by Inogic.

In this episode, Ulrik talks about the exciting changes in the June update to Power BI Desktop. For Dynamics 365 users, the biggest change is that the V9 oData endpoint is now supported. Ulrik fills us in on some new parameters that need to be populated when updating your 8.2 reports and dashboards to use the v9 oData endpoint.

Ulrik also discusses some recent updates to his Power Query Builder for XrmToolBox.

This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts and Spotify.

In this episode (sponsored by d365UG), Ulrik announces the beta of a new tool for XrmToolBox to help you build Power Query queries and also talks about how and why you should embed canvas PowerApps in your Power BI dashboards.

Links in this episode:

• Power Query Builder for XrmToolBox: https://www.xrmtoolbox.com/plugins/PowerQueryBuilder/
• Ulrik's video of the Power Query Builder: https://crmchartguy.com/power-query-builder/
• Embed PowerApps in Power Bi: https://powerapps.microsoft.com/en-us/blog/embed-an-app/

This episode is brought to you my Maplytics by Inogic.

Gus Gonzalez joins us to talk about D365 Saturday Atlanta. There's still time to register for the free event.

For this episode's main event, Ulrik discusses analyzing business process flow data, such as sales pipeline data.

• Time per stage
• Sales velocity
• Sales trends over time

Ulrik also talks about preview features that allow you to extend the business process flow entity, and how adding additional fields and relationships can help simplify your sales reporting.

This episode of Power BI & More is brought to you by Maplytics by Inogic.

Ulrik is back from the Chart Guy world tour, and in this episode, he answers some questions that were asked by attendees of Dynamics 365 Saturday in Australia. Topics include:

• Dynamics 365 security with Power BI
• Data Export Service
• Dynamics 365 Content Packs for Power BI
• Using PowerBI with augmented reality
• Reporting on duplicate detection rules with Power BI
• Incremental sync with Power BI
• Common Data Service for Analytics
• Customer Insights

Links in this episode:

Duplicate Detection Rules Chart in Dynamics 365: https://crmchartguy.com/2018/05/20/duplicate-detection-rules-chart-in-dynamics-365/ Guy in a Cube video about CDS for Analytics: https://www.youtube.com/watch?v=1vQ0HLNZ06A

This episode is sponsored by D365UG.

This week Ulrik talks about his upcoming world tour, and what you can hear him present at an upcoming Dynamics 365 Saturday near you.

Topics discussed on this episode:

• Enhancing Dynamics 365 links in Power BI to create new records
• Running SSRS reports from Power BI Premium
• Performance of the Data Export Service
• Accessing hidden Dynamics tables with Power BI
• Sales Insights
• Model Driven Power Apps

This episode is brought to you by KingswaySoft.

Ulrik talks about what to consider regarding GDPR and your Power BI dashboards. To help you, Microsoft has recently published a GDPR white paper for Power BI.

We also discuss the Q&A Linguistics Schema and how you can use it to allow users to ask real language questions of data.

Plus, if you missed it, check out Ulrik's chart week posts on CRM tip of the day.

This episode is brought to you by Maplytics by Inogic.

Last year we had an episode about the Dynamics 365 Data Export Service, and much has changed since then. In this episode, Ulrik Carlsson and guest host Shawn Tabor discuss what you need to know about the DES.

Topics discussed:

• What is data export service?
• How frequently does the DES update?
• Setting up the DES
• Azure Key Vault
• Using the Powershell cmdlets
• DES impact on performance
• Cost of DES in Azure consumption
• Licensing requirements for DES
• Dealing with security
• How DES tables are related
• Working with DES exported data in Power BI
• Options for moving exported data on premises
• Data Export Service tradeoffs and limitations
• Multiple languages and DES
• Direct query vs. import in Power BI

In this episode (sponsored by Ingenius), Ulrik talks about strategies for securing Dynamics 365 data in Power BI. How can you mimic CRM security in Power BI, and what is the challenge for shared records? We also come up with a reason that Gus should buy Ulrik a Hololens.

This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts and Spotify.