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Customer experience | Sales, Customer Insights,...
Suggested Answer

How do we switch the connection of CDS in a Power BI report ?

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How do we switch the connection of CDS in a Power BI report ?

Thanks

Nilesh

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  • Suggested answer
    MikeC282 Profile Picture
    2,175 on at

    Hi Nilesh,

    I'm assuming you're using the out of the box Common Data Service connector in Power BI

    pastedimage1591060370256v1.png.

    If you open the power Query Editor and select the table in question and click "Advanced Editor".

    pastedimage1591060449881v2.png

    You'll see in the first step there's a area that contains your instance URL. Which you can change.

    Having said that, it's not a efficient way to manage instances. I'd create another table which just holds the instance URL value and use it as a variable/parameter in all your other CRM tables/entities.

    pastedimage1591060657096v4.png

    pastedimage1591060715281v5.png

    That way you only need to change the baseURL table to switch out the instance for all your other entities.

    Another method is to use the Power M query builder in the XRM toolbox. Below is a good guide on how to use it:

    https://crmchartguy.com/power-query-builder/

    Kind regards,

    Mike

    If I've answered your question could you please mark this post as the answer?

  • Nilesh Shah Profile Picture
    on at

    Thanks a lot. Much appreciate the quick response.

  • Suggested answer
    Brandon Sambat Profile Picture
    on at

    Thank you for using the Dynamics Communities.  In addition to the information provided from the other community member you can also view docs.microsoft.com/.../data-platform-powerbi-connector which provides how you can edit/create a connection.

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