Quickly Visualise Your Data Using Automated Power BI Reports From Dynamics 365 Views

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Microsoft has recently enabled a new Power BI quick report visualisation feature in public preview.

This is a new way to visualise data and gain insights by allowing users to view embedded Power BI reports in Dynamics 365 and other model-driven apps, without building reports from scratch.

Using this new capability, Power BI dynamically generates a report using your data rows and tables within a Dynamics list view, providing users with meaningful data insights, in just a single click.

How can Power BI quick reports benefit you?

The built-in reports make visualisations more accessible to everyone within Dynamics 365. Users will be able to easily generate data insights without relying on Power BI experts to create dashboards or spend time creating custom reports.

How can you access the reports?

To view these reports, go to any page view and click Visualize this view button in the top command bar. This opens the embedded Power BI report page.

You can change or add additional data fields the visuals are based on by adjusting the selected values in the Your Data pane on the right. Users can personalise the reports further by hovering over a visual and choosing Personalize this visual option. This allows you to make modifications such as

  • Change the visualisation type
  • Select a different axis
  • Add or remove a legend
  • Change aggregations between sum, average, maximum, minimum etc
  • Compare two or more measures and more
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The Show data table on the top left shows the underlying data in a table format. Users can drill down the data further by clicking anywhere on the visual or the data table. The report generated is always based on the current grid view. If any filter is applied, visuals will be generated on the filtered data.

In the current preview, any changes made to the visualisations are not permanent, so the report will default to the original visualisation when reopened. As a result, users will not be able to share or save the updates made in the present release. In the preview, the report also times out after one hour, after which it needs to be reopened to continue working on them. However, this may change, and more functionalities may be added once this feature is generally available.

Power Bi Quick Reports

How can you enable Power BI quick report visualisation?

To enable this feature,

  • Go to https://make.powerapps.com
  • Click on Apps on the left pane and select the application you would like to activate this feature on
  • Click the ellipses next to the selected app and choose Edit followed by Edit in Preview
  • Once the screen loads, go to Features dialog box under Settings and toggle Enable Power BI Quick Report Visualisation button to Yes

This preview feature will work only if TDS endpoint is enabled in your environment. To validate this, logon to https://admin.powerplatform.microsoft.com and choose Environment-> Settings-> Feature and make sure TDS endpoint is enabled.

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Power BI quick reports add to the flexibility of data visualisation options already available in Power Apps. This is a great way for users to generate reports on the go and derive intelligent insights from them.

Create Power BI Visualisations from a Dynamics 365 view in a single click

Video Transcript

Hi All it's Jack from Preact here and today we're going to be taking a look at embedded Power BI reports within Dynamics…

Hi All it's Jack from Preact here and today we're going to be taking a look at embedded Power BI reports within Dynamics 365. This is a new feature from Microsoft currently in preview. While we've been able to view Power BI reports within dashboards for a while Microsoft is now allowing us to visualize data directly from within a view in Dynamics.

Let's take a look at how this works. We're currently on a list of open opportunities. At the top of the screen, you can see that we have a new visualize this view button. Clicking on this button opens the embedded Power BI page. For anybody that's used Power BI before this will be a page that you'll be familiar with. On the left hand side we can see our data and over on the right hand side, we have our controls to customize this data. Clicking into any of the sections on the page will allow us to edit. For instance, I can change the visualization type, axis and other options. We can also add filters on the data and change the columns that are being pulled into the report.

Having these reports built in is great as it means that end users do not need to know how to author Power BI reports. Instead of having to wait for a Power BI expert to create a new dashboard, this new feature makes visualizations more accessible to everyone on demand within dynamics.

In the current preview any changes that are made to the visualizations are not permanent and the report will default to the original visualization when it's reopened. However, as this is a preview feature this may change and more functionalities may be added. Also, while we have used Opportunities for this demo Microsoft will be rolling out this feature for more tables across Dynamics 365 and other model driven apps.

To enable this feature, head over to make.powerapps.com and click on Apps on the left hand side. Once you're in here, find the appropriate app that you'd like to activate this feature on. Click on the three dots, click on the arrow next to edit and click edit in preview. Once this is loaded click on Settings at the top of the page, click on Features and here you can enable the Power BI quick report visualization feature. Please get in touch with us if you have any questions regarding Power BI visualizations.

Like this video if you've enjoyed it and don't forget to subscribe to the Preact YouTube channel if you want to see more of our videos about Dynamics 365 and the Power platform in the future.

Have further questions on Power BI quick report feature?

If you need assistance in enabling Power BI quick report feature or have any other Dynamics 365 and Power Platform queries, get in touch with us today!

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