Table and column name retrieval for Power BI

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Posted on by JeroenHD

Hello,

I hardly have any experience with Dynamics CRM. For a data model in Power Bi i am in need of a table i which hosts a field which can be seen in the front end.
I would like to link it to the opportunities table.

On the backend i am not able to find it.

Does anybody know the best way to retrieve the table and column involved?

Any help is appreciated.

Kind regards,
Jeroen

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meelamri 13,216 User Group Leader on at

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RE: Table and column name retrieval for Power BI

Glad you managed to solve your problem. With pleasure, do not hesitate to come back on the forum for other questions.

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JeroenHD 10 on at

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RE: Table and column name retrieval for Power BI

That did the trick indeed! Thanks a heap Mehdi! You are a lifesaver!

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meelamri 13,216 User Group Leader on at

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RE: Table and column name retrieval for Power BI

Hi,

I guess I figured out the trick. In fact you have to select also the join columns by using an expand in your odata query.

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JeroenHD 10 on at

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RE: Table and column name retrieval for Power BI

This might sound strange, but the only columns i see with 'Customer' in it are the ones on the image.

Customerid_value returns id string.
Customerid_account returns an exandable column in Power BI which returns the same error as described in the previous post.

Kind regards,
Jeroen

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meelamri 13,216 User Group Leader on at

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RE: Table and column name retrieval for Power BI

Hi Jeroen,

You are welcome partner. Please try with "customerid" columun.

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JeroenHD 10 on at

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RE: Table and column name retrieval for Power BI

Hi Mehdi,

thanks for your swift replies. I would love to check if i can get it, but in this case i don't know what column to refer too? Which one should i have here?

Kind regards,

Jeroen

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meelamri 13,216 User Group Leader on at

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RE: Table and column name retrieval for Power BI

Hi Jeroen,

I'm sorry, I'm not a Power BI expert. I'm afraid I can't help. Could you please test the same thing with the "Account2" column?

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JeroenHD 10 on at

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RE: Table and column name retrieval for Power BI

Hello Mehdi,

Thanks again. In Power Query it allowed me to add an expandable column named pdw_SalesRep. Only thing is now when i try to unlock these items it returns an error. Do you have any suggestions what might be the case or should i check with the Power Bi Community?

Thanks for helping me locating the column!

DataFormat.Error: We expected a property 'pdw_salesrep', but the OData service omitted it from the response data. This can occur for a number of reasons and does not necessarily imply that the data does not exist or is of a default value.
Details:
Property=pdw_salesrep

Kind regards,
Jeroen

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meelamri 13,216 User Group Leader on at

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RE: Table and column name retrieval for Power BI

Hi,

Yes, you are right. You are looking for the pdw_SalesRep Column. Please don't forget to verify my answer by ticking YES. It will help others to find the right answer.

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JeroenHD 10 on at

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RE: Table and column name retrieval for Power BI

Hello Mehdi,

Thanks for your reply and the solution provided. I think the below highlighted in red is what i'm after?

SelectStart*/select \"opportunity0\".[Name] as \"name\"\r , \"opportunity0\".[TransactionCurrencyId!id] as \"transactioncurrencyid!id\"\r ,

\"opportunity0\".[TransactionCurrencyId!logicalname] as \"transactioncurrencyid!logicalname\"\r , \"opportunity0\".[TransactionCurrencyId!name] as

\"transactioncurrencyid!name\"\r , \"opportunity0\".[EstimatedValue] as \"estimatedvalue\"\r , \"opportunity0\".[EstimatedCloseDate] as \"estimatedclosedate\"\r ,

\"opportunity0\".[CustomerId!id] as \"customerid!id\"\r , \"opportunity0\".[CustomerId!logicalname] as \"customerid!logicalname\"\r , \"opportunity0\".[CustomerId!name] as

\"customerid!name\"\r , \"opportunity0\".[CloseProbability] as \"closeprobability\"\r , \"opportunity0\".[OpportunityRatingCode] as \"opportunityratingcode\"\r ,

\"opportunity0\".[pdw_OpportunityNumber] as \"pdw_opportunitynumber\"\r , \"opportunity0\".[pdw_ActualQuoteDate] as \"pdw_actualquotedate\"\r , \"opportunity0\".[qpw_machinetype!id] as

\"qpw_machinetype!id\"\r , \"opportunity0\".[qpw_machinetype!logicalname] as \"qpw_machinetype!logicalname\"\r , \"opportunity0\".[qpw_machinetype!name] as \"qpw_machinetype!name\"\r ,

\"opportunity0\".[pdw_ProgressStage] as \"pdw_progressstage\"\r , \"opportunity0\".[pdw_ProjectProbability_optionset] as \"pdw_projectprobability_optionset\"\r ,

\"opportunity0\".[qpw_Probability_optionset] as \"qpw_probability_optionset\"\r , \"opportunity0\".[pdw_GrossMargin] as \"pdw_grossmargin\"\r , \"opportunity0\".[new_Products_Quantity] as

\"new_products_quantity\"\r , \"opportunity0\".[pdw_SalesRep!id] as \"pdw_salesrep!id\"\r , \"opportunity0\".[pdw_SalesRep!logicalname] as \"pdw_salesrep!logicalname\"\r ,

\"opportunity0\".[pdw_SalesRep!name] as \"pdw_salesrep!name\"\r , \"opportunity0\".[StepName] as \"stepname\"\r , \"opportunity0\".[OpportunityId] as \"opportunityid\"\r ,

\"opportunitycustomeridcontactcontactid\".[EMailAddress1] as \"opportunitycustomeridcontactcontactid.emailaddress1\"/*SelectEnd*/ /*FromStart*/from Opportunity as

\"opportunity0\" \t/*JoinStart*/ left outer join Contact as \"opportunitycustomeridcontactcontactid\" on (\"opportunity0\".[customerid!id] =

\"opportunitycustomeridcontactcontactid\".[ContactId])/*JoinEnd*//*FromEnd*/ /*WhereStart*/where (\"opportunity0\".[StateCode] = 0 and (\"opportunity0\".[ownerid!id] =

\"!eq-userid!\" or \"opportunity0\".[pdw_accountmanager!id] = \"!eq-userid!\" or \"opportunity0\".[pdw_areasalesmanager!id] = \"!eq-userid!\" or \"opportunity0\".[new_salesengineer!id] =

\"!eq-userid!\"))/*WhereEnd*/ /*OrderByStart*/order by \"opportunity0\".[EstimatedCloseDate] asc/*OrderByEnd*/","columnsetxml":null,"organizationtaborder":null,"_modifiedonbehalfby_value":null,

"queryappusage":null,"advancedgroupby":null,"conditionalformatting":null,"description":null,"iscustomizable":{"Value":true,"CanBeChanged":true,"ManagedPropertyLogicalName":"iscustomizableanddeletable"},

"canbedeleted":{"Value":false,"CanBeChanged":true,"ManagedPropertyLogicalName":"canbedeleted"}}]}

Kind regards,
Jeroen

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