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Customer experience | Sales, Customer Insights,...
Answered

Powerbi report filter not working

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For a powerbi report embedded using xrm toobox. filter is broken. Same environment other reports are working. where could the issue be?
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  • Verified answer
    Muhammad Shahzad Shafique Profile Picture
    2,739 Most Valuable Professional on at

    If other embedded Power BI reports work in the same Dynamics 365 environment, the issue is usually report-specific, not environment-specific.

    Check these in order:

    1. Power BI report filters/slicers, A visual, page, or report-level filter may be conflicting.
    2. Embedded filter configuration, Verify the CRM/XrmToolBox embedded filter (entity field mapping) matches the dataset field exactly (name and data type).
    3. Dataset changes, Columns used by the embedded filter may have been renamed, removed, or had their data type changed.
    4. Power BI permissions (RLS), Row-Level Security may be preventing filtered results.
    5. Report republished, Ensure the report ID/embed configuration wasn't changed after republishing.
    6. JavaScript/browser console,  Check for Power BI embedding or filter API errors.
    7. Test without filters, If the report loads normally without the CRM filter, the issue is almost certainly the filter mapping.

    Since other reports work, focus on field mapping, dataset schema changes, and report-level configuration first.

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