Book Image

Building Dynamics CRM 2015 Dashboards with Power BI

By : Steve Ivie
Book Image

Building Dynamics CRM 2015 Dashboards with Power BI

By: Steve Ivie

Overview of this book

<p>Dynamics CRM 2015 holds a wealth of information about customers and the sales pipeline, but sometimes leaves users with basic end-user reporting and dashboard options. Power BI is a great new tool for analyzing and presenting data, giving us the ability to dig deeper into the information. With the increased requests for real-time sales analytics, Power BI when connected to Dynamics CRM offers a self-service approach to build, shape, and present data through an easy-to-use interface. The set of features within Power BI will give all users a tool to generate real-time sales productivity reports and dashboards to enhance their sales performance.</p> <p>This book will provide you with the skills you need to learn how to build and present Dynamics CRM 2015 sales dashboards using Power BI. It follows a step-by-step process to build an interactive dashboard by organizing and consolidating datasets, improving the look and feel of graphs, charts, and maps, and enhancing data clarity with filters and slicers.</p> <p>By sequentially working through the steps in each chapter, you will learn how to use the Power BI Q/A functionality to query data in the dashboard, extend the dashboards to the mobile apps for the iPad and Surface, and leverage the pre-built workbook template provided by Microsoft for Dynamic CRM 2015 sales, service, and marketing dashboards.</p>
Table of Contents (18 chapters)
Building Dynamics CRM 2015 Dashboards with Power BI
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Filtering column values


At times, you may need to filter your data to reduce the number of records loaded in your dataset. The Power BI Designer provides you options to remove rows, duplicates, and errors and filter by individual columns values.

Dynamics CRM is built to store a lot of data, so you need to create filters for the SystemUserSet that remove users that are not sales users.

Here is how you perform this for the SystemUserSet dataset:

  1. In Power BI, select the SystemUserSet dataset from the left-hand side of the query window.

  2. Select the icon with the BusinessUnitId header name, click on the Text Filters menu item, and select Does Not Contain…:
  3. Once the Filter Rows window appears, select the value you do not want to show in the SystemUserSet dataset. For this book, we will select the business unit named dynsharebi.

    Tip

    Dynsharebi is the Dynamics CRM Organization name for this instance. For your instance, the name will be different.

  4. Then, click on OK. Now, the SystemUserSet dataset will...