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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / What is the step to up...
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What is the step to update Power BI report resources ?

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Posted on by ShaqAX 709

Hi all,

Wondering what is the step if we update Power BI report, the PBIX, what should we do after it? I only know that it is on Resources, then in that node, there is the PBIX which if we double click, it will open with Power BI Desktop. Then if we make some changes, what should we do next? Just close, it will automatically updates our AOT ? any other step needed ?

What is the procedure of doing updates PowerBI exactly ?

Or if we have new custom PBIX if any.

Thanks,

I have the same question (0)
  • ShaqAX Profile Picture
    ShaqAX 709 on at
    RE: What is the step to update Power BI report resources ?

    Hi Will,

    I finally found the answer about this.

    Basically in your VM you will have the local copy of AX files in AOSService > PackagesLocalDirectory > [your Ax model]

    So if you want to update/upload back your PBIX, especially if you are open it from AOT-Resources, just copy that PBIX to folder AxResource > ResourcesContent > PowerBIReport. Then Visual studio will sees this files updated and will shows up in Pending changes, then you can Check in the changes.

    Thanks.

  • ShaqAX Profile Picture
    ShaqAX 709 on at
    RE: What is the step to update Power BI report resources ?

    Hi Will,

    I'm sorry, I think you missed the point here. Or I'm not described it clearly :)

    The issue is I edit the existing PBIX, added some field or measure inside. Now I'm gonna display or use back the updates in F&O workspace. This updates I'm talking is basically not from F&O UI as we know there is a menu in Options "Editing Analytics".

    It is really either direct download from LCS or from AOT in Visual Studio whereby I double click one of the existing Resources contain PBIX, which will open Power BI Desktop so we can edit it.

    So the question is after those updates (and save inside Power BI Desktop). How are we going to send it to F&O system back ?

    What I know now, also based on the reference provided, is to create new Resource. Over there when create new, then only we can upload the PBIX file.

    But this time, it is not new, the Resource which is the Power BI resource already exists. And I don't want to create new. Just want the PBIX updates that I'm doing is upload back to F&O.

    Hope it is more clear now.

    Thanks.

  • WillWU Profile Picture
    WillWU 22,359 on at
    RE: What is the step to update Power BI report resources ?

    Hi ShaqAx,

    What do you mean by new PBIX file?

    Are you going to refresh the content in your report?

    Entity store refresh is automated and managed by the system, you can find the Entity Store page at Systems administration > Setup > Entity Store. For more information, see Automated Entity store refresh.

    docs.microsoft.com/.../automated-entity-store-refresh

  • ShaqAX Profile Picture
    ShaqAX 709 on at
    RE: What is the step to update Power BI report resources ?

    Hi Will,

    Yes, actually that is one of my reference also. So it's means to say, every time we have an update of an existing PBIX resource, we need to Add new ?

    It seems not right to me, then how many resources of PBIX that we would have ? for actually only one report. Also we need to change over and over again in the workspace form because of the resource name changing.

    Or I missed something on that reference ?

    Thanks,

  • WillWU Profile Picture
    WillWU 22,359 on at
    RE: What is the step to update Power BI report resources ?

    Hi ShaqAX,

    Yes, please check the link above.

    docs.microsoft.com/.../add-analytics-tab-workspaces

  • ShaqAX Profile Picture
    ShaqAX 709 on at
    RE: What is the step to update Power BI report resources ?

    Hi Will,

    But how are you going to upload the file to AOT?, we upload the PBIX during create New Resources right?

    Thanks,

  • WillWU Profile Picture
    WillWU 22,359 on at
    RE: What is the step to update Power BI report resources ?

    Hi ShaqAX,

    You don't need to remove your old resource.

    Just upload the PBIX file to AOT and then you can call your new resource by PBIReportHelper::initializeReportControlV2:

    docs.microsoft.com/.../add-analytics-tab-workspaces

  • ShaqAX Profile Picture
    ShaqAX 709 on at
    RE: What is the step to update Power BI report resources ?

    Hi Will,

    Yes, I understand how to design and embed it on workspace for the first time. My question is really only just when we have it already, then when we open again that PBIX from AX Resources, then what should we do ?

    Do we need to upload again to AOT ? how to upload it again ? or Do I need to delete the old Resources and Add new again ?

    So it is all about updates what already there. There is one thing from Ziyao said that we need to create deployment package again, and agreed on this, but before that, what should we do. So it is after I edit the PBIX and before create deployment package.

    Thanks

  • WillWU Profile Picture
    WillWU 22,359 on at
    RE: What is the step to update Power BI report resources ?

    Hi ShaqAX,

    Yes, for embed PowerBi , you have to re-design it.

    community.dynamics.com/.../power-bi-how-to-embed-a-pbix-in-d365fo-and-add-in-a-workspace

  • ShaqAX Profile Picture
    ShaqAX 709 on at
    RE: What is the step to update Power BI report resources ?

    Hi all,

    Firstly, for the way of displaying, is with the "internal" embed, as I'm using AOT Resources. Am not using BYOD but the internal AxDW with Entity Store.

    As Will's link provided, I think I no need to Deploy or Upload to LCS, right? as it is for PowerBI.com integration, this is not the "internal embed". And what he said is I think is correct that we upload it to AOT.

    So, I think what I'm not really sure is, when we edit the PBIX with Power BI Desktop, then we just save it? it will update the report automatically ? Do we need to upload again to AOT? but how? because the Resources already attached to the same PBIX name, right? how to know that the same PBIX is already the updated one ?

    Same thing if I create a really new custom PBIX, then at first I create New Item -> Resources, then select my newly created custom PBIX. This part is done. Now when I did some modification on my PBIX, what should I do? delete the old Resources and Add new again ?

    Thanks,

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