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Category Archives: Power BI

PBIVIZ Single Line Toggle Format Option Tip

We can add various Visual Formatting Options while developing a Power BI Custom Visual. One of them is the Toggle feature which is useful for adding or removing particular abilities to your visual or perform any similar boolean operations. The json bit for the toggle option looks like this. By default when you add a … Continue reading PBIVIZ Single Line Toggle Format Option Tip

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Scribe Error while integrating from Salesforce to Microsoft Dynamics NAV

Posted On December 4, 2018 by Simran Monteiro Posted in Tagged in , ,

Introduction: Recently, we encountered an error while integrating Sales Orders from Salesforce to Microsoft Dynamics NAV via Scribe displaying the following error message. Error Details: “The Sales Header Extension does not exist. Identification fields and values: Document Type=’Quote’, No=’ ‘ ” Reason for the error: Upon further debugging, we found that a field in the … Continue reading Scribe Error while integrating from Salesforce to Microsoft Dynamics NAV

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Steps to Import Power BI Custom Visual

Introduction: There are plenty of different custom visuals available outside of Power BI that can be used by anyone to develop some powerful visuals for free. These visuals can be downloaded from the Power BI AppSource marketplace and added in your reports. All of these visuals have also be approved by Microsoft. Steps to Download … Continue reading Steps to Import Power BI Custom Visual

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Expand & Collapse Matrix Row Headers in Power BI

Posted On November 14, 2018 by Sachin Dabre Posted in

There are two ways you can expand/collapse row headers in matrix visualization. First one is through the Right-click menu. You will see options to expand/Collapse the specific record or row you clicked on, entire level or all down to the very last level of the hierarchy. In exactly same way you can collapse row headers … Continue reading Expand & Collapse Matrix Row Headers in Power BI

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Power BI Transport Layer Security Settings (TLS)

Introduction: The Transport Layer Security (TLS) is a protocol that provides Secure communications. There are different versions of this protocol with the latest one being TLS 1.2. With all the crazy updates that Microsoft comes with, many of the programs, web services. etc. have enforced TLS 1.2 to be mandatory for communicating over the network. … Continue reading Power BI Transport Layer Security Settings (TLS)

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Filter Error In Excel While Exporting SSRS Report From D365 CRM To Excel

Posted On October 10, 2018 by Simran Monteiro Posted in Tagged in , , ,

Introduction: Once a User exports a report to Microsoft Excel from a Microsoft Dynamics CRM environment, they may want to further filter the report in Microsoft Excel. Issue: An issue I came across recently was that the report, when exported to Excel, would not allow me to filter in Excel for the first few columns, … Continue reading Filter Error In Excel While Exporting SSRS Report From D365 CRM To Excel

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Featured Dashboard in Power BI

Posted On October 10, 2018 by Anjali Hemmadi Posted in

Introduction: In this article, we will learn how to set a default dashboard when you login to Power BI Service. Default Dashboard is termed as ‘Featured Dashboard’ in Power BI. Steps for configuring featured dashboard: Login to Power BI Service Open the Dashboard you need to display when you open Power BI Service. Click ‘Set … Continue reading Featured Dashboard in Power BI

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Error while exporting SSRS Reports to Excel

Introduction: Recently, we encountered an issue while exporting the SSRS Reports to Excel. In CRM, the SSRS Report was displaying the data correctly but for few filter criteria, we were not able to export the Reports to Excel.  On troubleshooting in SQL Data Tools, we found that it was throwing the below error. Error Details: … Continue reading Error while exporting SSRS Reports to Excel

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Copying Data From A Table/Matrix in Power BI : September 2018 Update

Posted On September 25, 2018 by Simran Monteiro Posted in Tagged in

Introduction The September 2018 Update of Power BI has finally brought to users, the functionality to copy data from a table or matrix in a report. This has been a much-requested feature as one often finds themselves needing to copy a value or columns of data from a report with no option to do so. … Continue reading Copying Data From A Table/Matrix in Power BI : September 2018 Update

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Count Number of weekends between 2 dates in SSRS

Problem: There is no in-built function in SSRS where we can count the number of Saturdays and Sundays between any two dates in SSRS. This is a needed function for scenarios where we only need to get a count of working days.’ Solution: Following is a formula that can be used for getting an accurate … Continue reading Count Number of weekends between 2 dates in SSRS

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