While hosting yesterday’s Power Platform Mix it up with New View Strategies, Microsoft Senior Program Manager Blazej Kotelko talked about using Microsoft Dynamics Business Central Data, specifically a dataset in Microsoft Power BI as a source for Data Types in Excel. Several of us hung out yesterday and tried to do it. We thought we missed something because it wasn’t working. Today though, I noticed it appeared and it works! My mind is blown!!!! Watch the end results.
The “How this is done” video will come soon. Thanks to the friends that hung out with me and worked on this:
In this TINY Video, I will add a trend line to my clustered column chart visual in Microsoft Power BI. Since my visual has 3 columns in each cluster (Legend), I want to have 3 separate trend lines so I can compare the trends of each value in the legend using the same x and y axis. This 2-minute video shows how to do this!
In this video, I demonstrate using Relative Date Filtering in Microsoft Power BI. My dataset contains unpaid Accounts Payable invoices and their due dates. I use the Filter options to restrict the visual to display only invoices that are in the next 275 weeks. My sample data is way out in the future, realistically, you would want to see what’s due this week, month, etc.
This is one of those weird answers of “Yes, but No” or “Yes, sort of” or “No, but Yes.”
So none of the answers above really answer the question. No one can answer it, it’s a trick question (those of you who love the movie “My Cousin Vinny” will be laughing now. Let’s see why it is a trick question.
My Cousin Vinny (1992)
We’ll start with OneDrive for Business. Since OneDrive for Business AND Power BI are both cloud applications and they would use the same login information, Microsoft Power BI will automatically refresh data created in the Service (Microsoft Power BI Web Application) automatically. So if you:
Add a Dataset using “Import or Connect to Data | Files”
OneDrive – Business
Select File and Connect
Import (Connecting brings in the whole Excel Workbook, usually you just want the data so you can create visualizations.)
Create your visualizations using “My Workspace”
Pin new Visualizations to your dashboard.
Refreshing will automatically occur every hour.
That was the Yes part. The no part? Someone has to refresh the file on OneDrive for Business. This is a great way to share data with many people in your company. Only one person has to refresh the file (of course that folder needs to be shared with the other Power BI users as well, in OneDrive for Business.
So I admit the answer is probably really only no, it doesn’t auto-refresh but come on. One person keeps that file current and everyone who accesses it has up to date data without having to click refresh? That’s pretty cool. This is a super, low budget method or sharing data and using Power BI efficiently.
For OneDrive for Personal? The same pretty much applies EXCEPT your login information is not likely to be the same as your OneDrive for Business. This means when you log in to your OneDrive for Personal, you need to make sure you mark the option to stay signed in.
I like this approach. For most ERP users, a data refresh of weekly is sufficient. Using this easy to setup methodology, you can control data being released as well.