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Customer experience | Sales, Customer Insights,...
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Table and column name retrieval for Power BI

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Posted on by 10

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,
JeroenScreenshot-2021_2D00_05_2D00_19-160119.png

I have the same question (0)
  • Verified answer
    meelamri Profile Picture
    13,216 User Group Leader on at
    RE: Table and column name retrieval for Power BI

    Hi Jeroen, 

    This field is part of the opportunity table.I believe that this is a custom field or perhaps a standard field that has had its display name changed. I noticed that you are using the "My Open Opportunities" view. You can find the metadata of this view using the following request: 

    https://yourOrg.crmXX.dynamics.com/api/data/v9.2/savedqueries?$filter=(name eq 'My Open Opportunities')

    You will get the JSON File as below: 

    pastedimage1621440904510v1.png

    1- Layout: Represents the order of the columns and their size.

    2- fetchXml: Describes the request to get the data. Behind the scenes, this fetchXml is converted into SQL by the server to select the data form an SQL Server DB.

    Please run the request and share the response. I will give you some details on the column that you are looking for.

  • JeroenHD Profile Picture
    10 on at
    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

  • Verified answer
    meelamri Profile Picture
    13,216 User Group Leader on at
    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.

  • JeroenHD Profile Picture
    10 on at
    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

    Screenshot-2021_2D00_05_2D00_20-130753.png

    Kind regards,
    Jeroen

  • meelamri Profile Picture
    13,216 User Group Leader on at
    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?

    pastedimage1621513985628v1.png

  • JeroenHD Profile Picture
    10 on at
    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

  • meelamri Profile Picture
    13,216 User Group Leader on at
    RE: Table and column name retrieval for Power BI

    Hi Jeroen,

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

  • JeroenHD Profile Picture
    10 on at
    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.


    Screenshot-2021_2D00_05_2D00_20-163912.png

    Kind regards,
    Jeroen

  • Verified answer
    meelamri Profile Picture
    13,216 User Group Leader on at
    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. 

  • JeroenHD Profile Picture
    10 on at
    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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