Dynamics 365 Power BI Report

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Posted on by yify

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Hi,

I have the requirement to create a Power Bi Report to show the number of Phone Calls that a contact received in a month.

I have got the both Contact and Phone Call table in the Power Bi but not sure how to show the Phone Call Count for the Contact. Please advise the steps or examples on how this can be achieved.

Thanks.

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Prakash Kalimuthu on at

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RE: Dynamics 365 Power BI Report

Hi James,

Get data using Odata feed for "activitypointers" and "contacts" table/entity.

After getting data, transform data using power query. Remove unnecessary columns.

In activitypointer there is a column named "regardingobjectid_contact" that is a record, select "contactid" and any other columns you required.

once transformation is done, close and apply it navigates to data model. In data model go to model/relationships and create 1:N relationship between contact and activitypointers table.

In contact table create new column, using dax formula to display contacts phone call count for a month is =>

(CALCULATE(COUNT(activitypointers[contactid]), activitypointers[activitytypecode] = "phonecall", DATEADD(activitypointers[createdon].[Date],-1,MONTH))).

create any powerbi chart and in value include newly created column and in axis provide contacts full name.

Regards,

Prakash