Power BI with Dynamics 365 CE – Refreshing the Dataset

In the previous post, we used Dynamics 365 Dashboard and Power BI Tile to show Power BI Dashboard and report inside Dynamics 365.

https://nishantrana.me/2018/08/20/power-bi-with-dynamics-365-ce-showing-power-bi-dashboard-tile-inside-dynamics-365-ce/

Now as a next step, we want to make sure that the users are looking at the latest data possible inside the Dashboard\Reports.

In case of Online Services like Dynamics 365 (Online), we have the option to manually Refresh the data.

To see it in action, let us create a lead record in Dynamics 365.

This is how our Dashboard looks like for now à

Now back in Power BI Service right, click on ellipsis for the Dataset and select Refresh Now.

We can see the newly created lead in our Power BI Report inside Power BI Service and Dynamics 365 CE.

The other option we have is to Schedule the refresh.

Navigate to the Dataset and select Schedule Refresh

We can select the Refresh Frequency as Daily or Weekly.

And we can set it to refresh up to 8 times per day as shown below.

With Power BI Pro License, we can complete the scheduled refresh 8 times a day whereas the Power BI Premium allows the refresh up to 48 times per day.

https://powerbi.microsoft.com/en-us/power-bi-premium/

Some helpful links

https://docs.microsoft.com/en-us/power-bi/refresh-scheduled-refresh

https://www.powerobjects.com/2018/01/11/power-bi-data-refresh-performance/

https://crmtipoftheday.com/category/power-bi/

Hope it helps..

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Power BI with Dynamics 365 CE – Publishing Power BI Report to the web

In the previous post, we learned how to create a simple Power BI Report using Power BI Desktop

https://nishantrana.me/2018/08/20/power-bi-with-dynamics-365-ce-creating-report/

Now let us publish the report to Power BI Service from within the Power BI Desktop.

To do so, select the Publish button

Publish window will ask us to save the report file (if not saved) before we could publish it.

Here we are publishing it to the default “My Workspace” app workspace within Power BI Service.

Publishing the report from Power BI Desktop publishes both the report and dataset associated to it in the Power BI Service. We can think of DataSet as the Database.

After successful publish we can see the Report and Dataset being added inside the Power BI Service (https://app.powerbi.com)

From with Power BI Service, we have the option of Publishing the report on Web so that it could be accessed by anyone having that URL.

To do so,

Select File
à
Publish to Web to publish it.

The Embed dialog box pops up as shown below with all the information.

Clicking on Create Embed Code will open the confirmation dialog box, that shows the potential risk associated with sharing the information over the internet.

Here, clicking on Publish generates the link for the report and also the HTML code which can be used for embedding it within an IFrame.

Within Dynamics 365 CE, we can use this public URL to show it inside the IFrame component of the Dashboard.

The report within Dynamics 365 CE’s Dashboard.

Next, we will see how to create Dashboard from the reports created and how to share them with other users and how to use the Power BI Dashboard and Power BI Tiles feature of Dynamics 365.

Hope it helps.