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Item attachment section (notes) - Load data into Power BI

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Posted on by mmarques

Hi,

I'm trying to load data from the attachment section of an Item (notes, marked in red below) into Power BI but I can't find that page in webservices to get the data from.

I saw on another post that there's a table called "Record Link" but I can't find that table in Webservices. Is it because I don't have the access to it or it's really not available to be read via odata?

Thanks,

Mariana

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JAngle 33,159 on at

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RE: Item attachment section (notes) - Load data into Power BI

I created an api page and connected to that. I’d get support from someone technical so you can do similar.
mmarques 40 on at

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RE: Item attachment section (notes) - Load data into Power BI

Thank you Josh! Great that you got it to work... I'm sorry but I'm a bit lost even after Steven's article. Did you connect to Power BI via webservices?
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JAngle 33,159 on at

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RE: Item attachment section (notes) - Load data into Power BI

You get results using the code Steven provided in his blog. However, it is doubling up on the results so that part needs a review at least:

In my case the doubling up is down to some bad data. In any case it is probably best to have an additional filter in place on the recordlink table like so:

RecordLink.SetRange("Record ID", MyRec.RecordId()); RecordLink.SetRange(Type, RecordLink.Type::Note); //New filter to isolate notes only from the current company context RecordLink.SetRange(Company,CompanyName);
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Steven Renders 5,051 Super User 2024 Season 1 on at

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RE: Item attachment section (notes) - Load data into Power BI

APIs are 'faster' then web services in theory, but behind the scenes both are odata ;-)

Queries are in many cases better then pages because queries can aggregate data (group-by & sum).

Images/Notes in Record links are stored encoded, so even if you create an API/webservice it might not work in Power BI.
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JAngle 33,159 on at

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RE: Item attachment section (notes) - Load data into Power BI

This is a good guide on how to get the data. As Yun as said an api page is required/best future plan. The code in the post could be adapted to retrieve the details in an api page

https://thinkaboutit.be/2019/03/how-do-i-use-record-notes-in-an-al-page-or-report/
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YUN ZHU 74,036 Super User 2024 Season 2 on at

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RE: Item attachment section (notes) - Load data into Power BI

Hi, Standard Web Services and APIs do not correspond to all tables in the system. If you need to, you can create new pages and publish them to Web Services, or create APIs pages directly. I personally recommend APIs pages because its performance is much better than OData.

Hope this helps.

Thanks.

ZHU