Need to call a CRM Custom Action with parameters from Powerbi
Please help me with this.
Thanks in advance!!!!
Power BI is just a data visualization platform, not a replacement for app development.
When you want to do such things like clickable action in each row of PowerBI report list of records - maximum possibility is hyperlink (url). Unfortunately CRM Custom action is not url accessible, but that too you want with paramters. Forget it.
I have other ideas shared in this SO answer, like you can try Power Automate (MS Flow) or custom API to explore by url accessibility.
You can also achieve your requirement with the help of Power Automate.
Steps -
Create new flow with Http Trigger
Invoke flow URL from power BI
Call custom action from flow
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Related
We have a react app where i want to embed a powerbi service report.
That report (kept in powerbi service) data will update the user interact with our react app's database.
I know there is a way-
if we connect that report with an SQL database source, and everytime that database source is refreshed, we will hit a powerbi provided 'refresh report api' and the updated data will be reflected in the embedded report..
But I want to know if there is any other more elegant way to achieve the same?
Alternative way-
also if there is a way to create a new report inside powerbi service just by hitting a powerbi endpoint with given json, and then embed that newly created report inside our application. that will be better.
as far as i have seen there docs they have apis to clone, delete, update a report but not to create one?
in case you know please let me know.
Thanks in advance.
my another related question is here for more reference - Create a report in powerbi service through APIs in React
also this community discuss - https://community.powerbi.com/t5/Service/Create-a-report-in-powerbi-service-through-APIs-in-React/m-p/3055794
If you use a DirectQuery model the report will generate queries to your database when the user interacts with a report. There will be no "refresh".
I created a report and have shared it with the individual who requested it. I have the capabilities to export the report to a pdf from the power bi service, and need to see if i can let that user do the same. Anyone know how to accomplish this, and if not, is there an alternative that will easily capture the report at that time and allow them to take notes of it. Thank you for the help!
This should be controlled in the Tenant Settings of the Admin Portal.
I have an embedded site for my users to view a report. I have one master login for Power BI that all customers are routed through.
Authentication and the request are done through a .NET backend using PowerBI.Api.V2. Everything works well when I hardcode a single reportId and embed the fullscreen iframe.
My question is for customers that have multiple reports; Is there a built in report-picker-report that I can embed where the report selection is already handled for me? Or should I work on building an interface after retrieving the list of reports my users can pick from?
No, there are no built-in pickers. Power BI provides an API interface and you must implement these for yourself. Of course, you can build these pickers and make them available for us :)
To get list of workspaces you need to call Get Groups. This will give you a list of user's workspaces. You can show their name property values to the user, but you will need their id (the guid). When you know the id of a workspace, you can list the reports in it by calling Get Reports In Group. The same way you can call Get Dashboards In Group and Get Tiles In Group.
I want to get the embedded URL of my existing reports. Is there any option to get those URL in a list view?
As per i know, currently there is no api for retrieving all reports.
For more information, you can refer Power BI Api reference.
You can get a list of all reports which have embed code. However you need an extra click to get the embedded code.
We have a web applicaiton used by over 1000 customers.
We would like the abilitu to assist over customers to analyse their account level information i.e. Spend analysis, account overview, product overview.
What we are looking to find a way of passing a customer ID to a query datasaet that pulls customer specific information from the database and binds it to the published iframed power bi dashboard on the go.
Thanks in advance
I would suggest to design a generic report on Power BI desktop using the Customer ID as a report level filter. Then, when you embed the report in your web app, you can set the filter to each customer's ID by passing it as a parameter on the embed report URL:
https://app.powerbi.com/reportEmbed
?reportId=d2a0ea38-...-9673-ee9655d54a4a&
$filter={tableName/fieldName}%20eq%20'{fieldValue}'
(from Power BI embedded documentation)
If you need more ability to interact with your report I'd recommend the documentation on the JavaScript API for Power BI Embedded.