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Microsoft Dynamics CRM (Archived)

how to design time based reports like historical data percentage change in multiple time intervals yesterday/last week/last month..etc?

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Posted on by 172

Hi Team,

 we have ms crm 2015 on premise  and we have some entities with currency values, we want the reports for the currency value comparison between today and yesterday/last week/ last month/ last year. Report should show percentage increment/ decrement on the particular currency value of the record with time frame.

   we can think of pushing the data to other  stage kind of entity or external db daily basis and generate report on the new db or table inside crm or out side crm.

 but below are my questions which need expert suggestions:

1. Can we have any ready mate tools available for this requirement as we have many requirements of this kind?

2. Can we have any useful feature in Power bi  to support this time based reports as we are using it in our current implementation?

3.  Is SSAS will be a good solution for this requirement?

 Thanks in advance  for your support.

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  • Suggested answer
    Adrian Begovich Profile Picture
    1,027 Moderator on at

    Hi hari.mallampati@hotmail.com,

    I will try and answer your questions.

    1. Yes, if you are willing to develop the tools.
    2. Yes, Power BI is capable of giving you this information.
    3. Power BI Desktop is essentially a cut down version of SQL Server Analysis Services (SSAS) Tabular. SQL Server Analysis Services (SSAS) and Power Bi will both meet your requirement. SQL Server Reporting Services (SSRS) is another option.

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