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Passing Parameter to Power BI Object

  • 1.  Passing Parameter to Power BI Object

    Posted Feb 06, 2019 08:20 AM
    ​Hi All,

    I'm new to D365 and I'm trying to figure out how to work with parameters. Specifically, if I create an object in Power BI, let's say for example a map of all the accounts by zipcode in the system. I can then embed the object in Dynamics, and it correctly shows all the dots on the map where an account is located.

    Now I'd like to embed this map to the account details page - where it shows specifics about the account you clicked on. I can embed the map no problem by changing the accounts details form, but the map of course shows all the accounts....

    So I need to somehow pass a parameter to the map that says, "only show me the location for this account" - I'm guessing I need to pass the account ID, or name, or something....?

    Is there any walkthrough, or web tutorial that would show me how to do this?

    Thanks for any information.

    ------------------------------
    David
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  • 2.  RE: Passing Parameter to Power BI Object

    GOLD CONTRIBUTOR
    Posted Feb 12, 2019 09:04 AM
    Hi Dave,

    I had found this solution a little while ago but have never tried it.  From the comments it looks like it works but I also see that this feature may be an out of the box solution in the near future.

    https://crmchartguy.com/2018/02/11/contextual-power-bi-reports-on-dynamics-365-forms/


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    Eric Veneziano
    Sales System Analyst
    Minitab, Inc.
    State College PA
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  • 3.  RE: Passing Parameter to Power BI Object

    Posted Feb 12, 2019 09:29 AM
    ​Thanks Eric -

    We are actually using that solution - but I was struggling to get it working - so thank you for the article with an example, that should help a lot!

    Thanks!
    Dave

    ------------------------------
    David Stoltz

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  • 4.  RE: Passing Parameter to Power BI Object

    Posted Feb 13, 2019 07:47 AM

    Eric,

    I think one of the most helpful things in that article is this JS line:

    window.parent.Xrm.Page.data.entity.getId();

    I can successfully grab the account ID with this - I'm just having problems getting the JS function to fire.

    Still working on it ;-)

    Thanks!



    ------------------------------
    David Stoltz
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  • 5.  RE: Passing Parameter to Power BI Object

    GOLD CONTRIBUTOR
    Posted Feb 13, 2019 08:50 AM
    That's cool that it worked so far.  Hopefully you can get it to fire!

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    Eric Veneziano
    Sales System Analyst
    Minitab, Inc.
    State College PA
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  • 6.  RE: Passing Parameter to Power BI Object

    SILVER CONTRIBUTOR
    Posted Feb 28, 2019 09:54 AM
    It sounds like the issue here was resolved, but wanted to mention that there is a more lightweight option available as well, using a recently release Power BI feature called Secure Embed.
    Link: https://crmchartguy.com/2019/02/18/embed-power-bi-visuals-in-dynamics-365-with-secure-embed/

    It has a few drawbacks in comparison to the Power BI Viewer, but is much easier to set up.

    ------------------------------
    Ulrik Carlsson
    Microsoft MVP (CRM Chart Guy)
    eLogic
    Petaluma CA
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