In this recipe, we will consume Dynamics 365 data into an Excel file using power view and power pivot tools. Follow with use of power view report. It's a very useful tool for reports and visual artifacts. There are many ways to import data into Excel, here in this recipe we will use the OData
feed to get required data and convert it into visual reports.
- Open Excel and go to the
Data
tab. Click onNew Query
|From other source
|From OData feed
:
- In the next screen add your Dynamics 365 API URL, add
/data
at the end of the URL, and clickOK
:
- It will navigate you to the next screen where we need to select three tables, as shown in the following screenshot:
When you click the Load
button, all queries will load on your Excel file right away. You can select every query for an update such as hiding/selecting the require column.
- Now go to
Data tab
|Data tool group
|Manage Data Model
. It will open another screen for Power Pivot for Excel. Go toDesign Tab
|Relationship...