Power BI connect to CRM 2016 Web API - powerbi

I'm trying to use Power BI Desktop to connect to a CRM Online (2016 Spring Wave 1) instance using CRM's new Web API methods.
When I put my api into a browser like Chrome I get results back. For example if I use https://xxx.crm.dynamics.com/api/data/v8.0/my_records?$select=my_recordid I can see all the results being listed (in batches of 5000)
However, when I try the same thing in PowerBI I get an error telling me that a field already exists (see screenshot)
I've seen some approaches where the URL is wrapped
= Json.Document(Web.Contents("<same url as above>")
but this doesn't seem like a good approach, and I don't know how to use this approach with paging.
So has anyone managed to get Power BI working with the new Web API calls?

I created a new CRM Online Trial instance and retried using the WebAPI URL (https://xxx.crm.dynamics.com/api/data/v8.0/my_records?$select=my_recordid) in Power BI and this time it worked.
It must be something to do with the customisations that I have in place.
Also, I noticed that even though I included a $select=my_recordid filter in my WebAPI request, that PowerBI still loaded all columns names; however, only the column specified in my filter had values.
This would explain why the error occurs even when I specify a single attribute in the $select

I'm rather late to this question, but I've had good success with the "Json.Document(Web.Contents())" method. The trick to the paging issue was wrapping the call in a recursive function. For convenience, I've wrapped that recursive function such that I can pass in the name of a Saved View/Advanced find and get the results of that query.
As a Gist: https://gist.github.com/d4hines/b5d9900fc1ea9d26311d2145505837cb
(OrgUrl as text, QueryName as text, UserView as logical) =>
let
GetQueryByName =
//https://mycrm.mydomain.com/MYORG
(OrgUrl as text, QueryName as text, UserView as logical) =>
let
QueryType = if UserView then "user" else "saved"
,return = OData.Feed(
OrgUrl & "/api/data/v8.0/" & QueryType & "queries?$select="& QueryType & "queryid&$filter=name eq '" & QueryName & "'"
)[userqueryid]{0}
in
return,
QueryAll =
(nextURL, prev) =>
let
prevList = if prev <> null then prev else {},
responseData = Json.Document(Web.Contents(nextURL, [Headers=[Prefer="odata.include-annotations=""OData.Community.Display.V1.FormattedValue"""]])),
return = if responseData[#"#odata.nextLink"]? <> null then #QueryAll(responseData[#"#odata.nextLink"], prevList & responseData[value]) else responseData[value] & prevList
in return,
NamedQuery = OrgUrl & "/api/data/v8.0/contacts?userQuery=" & GetQueryByName(OrgUrl, QueryName, UserView),
return = Table.FromList(QueryAll(NamedQuery, null), Splitter.SplitByNothing(), null, null, ExtraValues.Error)
in return
There are a bit more instructions on the gist if that helps. Hope it helps someone!

Related

PowerBI expression error using List.Genrate

I've been following some tutorial to handle pagination when calling an API limited to 100 records per request.
I'm using the latest version of PowerBI Desktop.
I have created a blank query and opened the Advanced Editor
let
allDeployments = List.Generate(
() => [result=GetDeployments(0), continuation=0],
each [continuation] <> null,
each [result=GetDeployments(GetNextContinuationToken(continuation)), continuation=GetNextContinuationToken(continuation)],
each [result])
in
allDeployments
and I get this error :
Expression.Error: The name 'continuation' wasn't recognized. Make sure it's spelled correctly.
I can't figure out what is the problem.
Do you have an idea ?
After a good night of sleep, I finally found the issue in my syntax.
I forgot some square brackets around "continuation" variable.
Here is the correct code:
let
allDeployments = List.Generate(
() => [result=GetDeployments(0), continuation=0],
each [continuation] <> null,
each [result=GetDeployments(GetNextContinuationToken([continuation])), continuation=GetNextContinuationToken([continuation])],
each [result])
in
allDeployments

Power BI Embedded - Get current filters with Javascript

I have a working app based on the App Owns Data documentation & Javascript sample:
https://learn.microsoft.com/en-us/power-bi/developer/embed-sample-for-customers
https://microsoft.github.io/PowerBI-JavaScript/demo/v2-demo/index.html#
I am able to get the data out of each visualisation but I also want to know what filters are affecting it.
I can get the slicer states, but cannot get any filters applied by clicking on the charts. If you click on one datapoint, that filters the entire page. In the dashboard I can then click on the filter icon next to each chart and see 'Filters and slicers affecting this visual'.
I would really like to get this information via the JS API, but can't find it in the page.getFilters(), report.getFilters() or visual.getFilters().
Is it possible to do, and how?
For getting the filters applied on the visual, you can use the following:
async function get_visual_filters() {
// Get all the pages of the report
const pages = await report.getPages();
// Find required page
const page = pages.find((p) => p.name === "ReportSection1"); // The page in which visual is present
// Get the required visual.
const visuals = await page.getVisuals();
// Find the visual using Guid
const visual = visuals.find((v) => v.name === "VisualContainer1");
// Retrieve the filter of visual:VisualContainer1
const filters = await visual.getFilters();
console.log("The filters applied on the visual are: ", filters);
}
To get the page level filters, you can use:
const pageFilters = await page.getFilters();
To get the report level filters, you can use:
const reportFilters = await report.getFilters();
Output:
[1]: https://i.stack.imgur.com/O5q6d.png
Please refer following links:
https://learn.microsoft.com/en-us/javascript/api/overview/powerbi/get-visuals
https://learn.microsoft.com/en-us/javascript/api/overview/powerbi/control-report-filters
https://learn.microsoft.com/en-us/javascript/api/overview/powerbi/control-report-filters#get-filters

How to get item attributes via api?

We are using cloud Dynamics 365 Business Central and trying to get items with all attributes via OData.
In Microsoft documentation we found this endpoint:
api.businesscentral.dynamics.com/v1.0[our tenant id]/Sandbox/ODataV4/Company('CRONUS%20DE')/items
But unfortunately, the response does not contain item attributes and values, such as Farbe, Tiefe, etc.
Next, we tried to add new Web Services. But some of this endpoints return empty values and some of them (7506, 7507, 7508, 7510) don't work and return:
No HTTP resource was found that matches the request URI
Objects 7500, 7501, 7503 contain information about attributes. But non of them (7500 - 7510) does not contain a relation between Item, Attributes, and Values.
Maybe there is another way to get items with their attribute values? We also tried to research microsoft graph but not successful.
i am having similar troubles with this. i find the dynamics api to be exceptionally unintuitive and difficult to use. the furthest i have been able to get has been to go into the api settings for dynamics and uncover the tables for a few item attributes (i believe that the table numbers are as those below:
7500 - Item Attribute
7501 - Item Attribute Value
7502 - Item Attribute Translation
7504 - Item Attribute Value Selection
7505 - Item Attribute Value Mapping
i cannot comment on why 7503 is missing.
using 7500 as an example, when you uncover the table, the system provides a resulting endpoint (unfortunately, they always promote OData, and the outdated SOAP resource; i can't figure out why they have such a vendetta against the simple and easy-to-use REST endpoint).
https://api.businesscentral.dynamics.com/v2.0/<TENANT_ID>/<ENVIRONMENT_NAME>/ODataV4/Company('COMPANY_IDENTIFIER')/ItemAttributes
using this endpoint, you can get a listing of the attribute types themselves (e.g. let's say you've defined an attribute called 'BaseColor', you should get a result here for the name of the attribute 'BaseColor', its ID, its type, etc.),
with the ItemAttributeValues endpoint, you should get the actual attribute values that are in existence (e.g. for some item, you happened to set its 'BaseColor' attribute to 'Blue', you should get a response for this attribute value with a attribute type of 'BaseColor', a value, as 'Blue' along with the entity's ID, etc).
yet, when it comes to any instantiated attribute values for items, i can't figure out how to get the association of the attributes with those items. i expect that the "item attribute value mapping" option would be something along the lines of a item_id - attribute_id pair so that for any item in question, one could query the attributes list with something like a filter. but as you said, upon uncovering some of these elements, their respective endpoints return nothing. you get to the point where you say 'OH...AWSOME! there is a value-item mapping. that makes sense, and i can definitely use that'. a few moments later, the API spits in your face with an error, or craps on you by returning something you don't expect like an empty data set.
this api is a constant uphill battle, and totally riddled with landmines. a complete blow-me-up-pain-in-the-arse.
EDIT: 2021-06-09
i've looked into this some more. i was able to set up an export package for the various tables in question, specifically 7500, 7501, and 7505. the magical table was 7505 as it is the relationship between an attribute value and the item with which it is associated. exporting the package to excel results in good data. yet, when trying to expose this information in the OData resource, something strange happens:
in web services, i try to open up page 7505 which populates the object name as ItemAttributeValueMapping and i set the service name to 'ItemAttributeValueMapping'. This is normal.
the system complains when i fail to specify that the object type is a page. so, i go back in the line and set the selection to "Page"
when i tab through to publish the change, the object name automatically changes to 'ItemAttributeValueTranslations'.
EDIT: 2021-06-15
After a lot of fiddling about, i finally reached a point where i decided that the only way to address this was to write an al query which would expose the appropriate value-item mapping information. there is a page which provides some source code for doing this:
github AL-Code-Samples
to get something out of the API, i had to use microsoft visual studio code. there are a few good videos on how to get this up and running to get a test app working for your business central instance (i used eric hougaar's videos: Getting started with Business Central AL Development).
when you have set up your app to connect to your instance by inserting your tenant and entering your credentials, you can modify the source code as below to create a query in your system.
query 50102 "<YOUR_QUERY_NAME>"
{
QueryType = API;
APIPublisher = '<YOUR_NAME>';
APIGroup = '<YOUR_APP_GROUP>';
APIVersion = 'v1.0';
Caption = '<YOUR CAPTION>';
EntityName = '<YOUR_QUERY_NAME>';
EntitySetName = '<YOUR_API_ENDPOINT_NAME>';
elements
{
dataitem(Item; Item)
{
column(No_; "No.")
{
}
column(Description; Description)
{
}
column(Unit_Cost; "Unit Cost")
{
}
dataitem(Item_Attribute_Value_Mapping; "Item Attribute Value Mapping")
{
DataItemLink = "No." = Item."No.";
column(Item_Attribute_ID; "Item Attribute ID")
{
}
column(Item_Attribute_Value_ID; "Item Attribute Value ID")
{
}
dataitem(QueryElement6; "Item Attribute")
{
DataItemLink = ID = Item_Attribute_Value_Mapping."Item Attribute ID";
column(Name; Name)
{
}
dataItem(Queryelement10; "Item Attribute Value")
{
DataItemLink = "Attribute ID" = Item_Attribute_Value_Mapping."Item Attribute ID",
ID = Item_Attribute_Value_Mapping."Item Attribute Value ID";
column(Value; Value)
{
}
column(Numeric_Value; "Numeric Value")
{
}
}
}
}
}
}
}
once this code gets successfully uploaded to your server and returning a page (you have to wait for it), you can then use specified query number to expose the data in the API by going to business central's "web services" and adding a 'Query' to item 50102 (or whatever number you use). the endpoint will automatically be populated and you can use it to send you back the necessary JSON which will show a product, with its attribute values.
hope that helps.
You should try with below endpoint:
/v2.0/tenant_id/enviornment_name/ODataV4/Company(company_id)/Items

GetHostedProfilePage not honouring hostedProfileBillingAddressOptions setting

I've been trying to update our API call to the CIM interface for Authorize.net to hide the Billing Address fields on the hosted profile page.
The documentation states that when call the token creation function, passing in a setting "hostedProfileBillingAddressOptions" with a value of "showNone" will hide the billing address part of the form, however when I pass in this setting I am still getting the billing address showing.
I've verified that I'm passing the setting correctly (added the same way as the "hostedProfileIFrameCommunicatorUrl" and "hostedProfilePageBorderVisible" settings) and if I pass an invalid value for the "hostedProfileBillingAddressOptions" option, the Token creation function will return an error
Is there something else that this option is dependent on, such as an account setting or another settings parameter?
For reference, I'm testing this in the Sandbox system and I'm using the dotNet SDK, my test code for calling the API function is as follows
Public Shared Function CreateHostFormToken(apiId As String, apiKey As String, branchId As Int64, nUser As Contact, iframeComURL As String) As String
Dim nCustProfile = GetCustomerProfile(apiId, apiKey, branchId, nUser)
Dim nHost = New AuthorizeNet.Api.Contracts.V1.getHostedProfilePageRequest()
nHost.customerProfileId = nCustProfile
' Set Auth
Dim nAuth = New Api.Contracts.V1.merchantAuthenticationType()
nAuth.ItemElementName = Api.Contracts.V1.ItemChoiceType.transactionKey
nAuth.name = apiId
nAuth.Item = apiKey
nHost.merchantAuthentication = nAuth
' Set Params
Dim settingList As New List(Of Api.Contracts.V1.settingType)
Dim nParam As New Api.Contracts.V1.settingType With {.settingName = "hostedProfileIFrameCommunicatorUrl",
.settingValue = iframeComURL}
settingList.Add(nParam)
nParam = New Api.Contracts.V1.settingType With {.settingName = "hostedProfilePageBorderVisible",
.settingValue = "false"}
settingList.Add(nParam)
nParam = New Api.Contracts.V1.settingType With {.settingName = "hostedProfileBillingAddressOptions",
.settingValue = "showNone"}
settingList.Add(nParam)
nHost.hostedProfileSettings = settingList.ToArray
Dim nX = New AuthorizeNet.Api.Controllers.getHostedProfilePageController(nHost)
Dim nRes = nX.ExecuteWithApiResponse(GetEnvironment())
Return nRes.token
End Function
I've looked through the SDK code as well, and I don't see anything there that would be preventing the setting from being passed through.
Has anyone come across this issue, or successfully set the card entry form to hide the billing address?
There turned out to be two parts to the solution to this problem:
In order to use the "hostedProfileBillingAddressOptions" option, you need to use a newer version of the capture page than I was using. I was using "https://secure2.authorize.net/profile/", while the new version is "https://secure2.authorize.net/customer/". Added bonus, the new URL provides a much nicer and modern looking form.
However, once this was working, I then had the problem that on entering the card, a validation message told me that "address and Zip code are required", despite not being visible. I did also make sure that I had the option "hostedProfileBillingAddressRequired" set to false (which is it's default value anyway)
The response from Authorize.net support is that in order to capture card without an address, the option "hostedProfileValidationMode" must be set to "testMode".
This is not mentioned in the documentation (at least as far as I could see), so may not be something that other people are aware of since it is a little counter-intuitive to use 'testMode' on a live environment.
It's not ideal since validating the card for a customer account will send a transaction email to the merchant, but it seems there is not another way around this just now.
In summary, to allow the customer to add a credit card to their profile without having to provide an address, you need to specify the following options:
Form URL for capture - https://secure2.authorize.net/customer/
getHostedProfilePageRequest -
hostedProfileIFrameCommunicatorUrl: *your URL*
hostedProfilePageBorderVisible: false //assuming you are using an iFrame
hostedProfileValidationMode: testMode
hostedProfileBillingAddressOptions: showNone

Classic Asp Web Service Problem

I'm trying to create a code to allow an existing classic asp program to use an asp.net web service. Updating from the classic asp is not an option, as I'm working in a big company and things are the way they are.
I've been browsing through a chunk of tutorials supposedly helping in this, but I haven't managed to get them to work yet. As a beginner I might've made some real obvious mistakes but I just don't know what.
First, the web service is located on an external server. The method "Greeting" needs a String parameter by which it determines which String is sent back. Inputting "g" to it procudes this xml:
<?xml version="1.0" encoding="utf-8" ?>
<string xmlns="http://server1/Logger_WebService/">Greetings and welcome!</string>
I assume the xpath for getting the contents is either "string/*" or "*"?
Next, my web service itself looks like this:
<WebMethod()> _
Public Function Greeting(ByVal stringel As String) As String
If stringel.ToLower = "g" Then
Return "Greetings and welcome!"
Else
Return "Bye then!"
End If
End Function
The web service works fine from a regular asp.net solution.
Now here's the problem, the classic asp code looks like this (4 different ways I've tried to get this to work, SOAP toolkit is installed on the web service server, all examples taken and modified from tutorials):
'******* USING GET METHOD
Dim wsurl="http://server1/Logger_WebService/service.asmx/Greeting?g"
Dim xmlhttp
Set xmlhttp=Server.CreateObject("MSXML2.ServerXMLHTTP")
xmlhttp.open "GET",wsurl,false
xmlhttp.send
Dim rValue
'rValue=xmlhttp.responseXML.selectSingleNode("string") 'use XPATH as input argument
' or you can get response XML
rValue=xmlhttp.responseXML
Set xmlhttp=nothing
'------------------------------------------------------
'******* USING POST METHOD
Dim wsurl="http://server1/Logger_WebService/service.asmx/Greeting"
Dim xmlhttp
Set xmlhttp=Server.CreateObject("MSXML2.ServerXMLHTTP")
xmlhttp.open "POST",wsurl,false
xmlhttp.send "stringeli=g"
Dim rValue
rValue=xmlhttp.responseXML.selectSingleNode("string")
' or you can get response XML
' rValue=xmlhttp.responseXML
Set xmlhttp=nothing
'------------------------------------------------------
Response.Write consumeWebService()
Function consumeWebService()
Dim webServiceUrl, httpReq, node, myXmlDoc
webServiceUrl = "http://server1/Logger_WebService/service.asmx/Greeting?stringel=g"
Set httpReq = Server.CreateObject("MSXML2.ServerXMLHTTP")
httpReq.Open "GET", webServiceUrl, False
httpReq.Send
Set myXmlDoc =Server.CreateObject("MSXML.DOMDocument")
myXmlDoc.load(httpReq.responseBody)
Set httpReq = Nothing
Set node = myXmlDoc.documentElement.selectSingleNode("string/*")
consumeWebService = " " & node.text
End Function
'------------------------------------------------------
Response.Write(Helou())
Public Function Helou()
SET objSoapClient = Server.CreateObject("MSSOAP.SoapClient")
objSoapClient.ClientProperty("ServerHTTPRequest") = True
' needs to be updated with the url of your Web Service WSDL and is
' followed by the Web Service name
Call objSoapClient.mssoapinit("http://server1/Logger_WebService/service.asmx?WSDL", "Service")
' use the SOAP object to call the Web Method Required
Helou = objSoapClient.Greeting("g")
End Function
I seriously have no idea why nothing works, I've tried them every which way with loads of different settings etc. One possible issue is that the web service is located on a server which in ASP.Net required me to input this "[ServiceVariableName].Credentials = System.Net.CredentialCache.DefaultCredentials". I do this from within company network, and there are some security and authorization issues.
I only need to be able to send information anyhow, not receive, as the actual method I will be using is going to insert information into a database. But for now, just getting the Hello World thingie to work seems to provide enough challenge. :)
Thx for all the help. I'll try to check back on holiday hours to check and reply to the comments, I've undoubtedly left out needed information.
Please, talk as you would to an idiot, I'm new to this so chances are I can understand better that way. :)
You might consider writing a bit of .NET wrapper code to consume the web service. Then expose the .NET code as a COM object that the ASP can call directly. As you've seen, there is no tooling to help you in classic ASP, so consider using as much .NET as possible, for the tooling. Then, use COM to interoperate between the two.
A colleague finally got it working after putting a whole day into it. It was decided that it's easier by far to send information than it is to receive it. Since the eventual purpose of the web service is to write data to the DB and not get any message back, we attempted the thing by simply writing a file in the web service.
The following changes were needed:
First, in order to get it to work through the company networks, anonymous access had to be enabled in IIS.
The web service needed the following change in the web.config:
<webServices>
<protocols>
<add name="HttpGet"/>
</protocols>
</webServices>
And the web service code-behind was changed like so:
<WebMethod()> _
Public Function Greeting(ByVal stringel As String) As String
Dim kirj As StreamWriter
'kirj = File.CreateText("\\server1\MyDir\Logger_WebService\test.txt")
'if run locally, the line above would need to be used, otherwise the one below
kirj = File.CreateText("C:\Inetpub\serverroot\MyDir\Logger_WebService\test.txt")
kirj.WriteLine(stringel)
kirj.Close()
kirj.Dispose()
Return stringel
End Function
As we got the above to work, it was a simple matter of applying the same to the big web method that would parse and check the info and insert it into the database.
The classic asp code itself that needs to be added to the old page, which was the biggest problem, turned out to be relatively simple in the end.
function works()
message = "http://server1/mydir/logger_webservice/service.asmx/Greeting?" & _
"stringel=" & "it works"
Set objRequest = Server.createobject("MSXML2.XMLHTTP")
With objRequest
.open "GET", message, False
.setRequestHeader "Content-Type", "text/xml"
.send
End With
works = objRequest.responseText
end function
works()
Took about a week's worth of work to get this solved. :/ The hardest part was simply not ever knowing what was wrong at any one time.
You might be missing the SOAPAction header. Here's a working example:
[WebService(Namespace = "http://tempuri.org/")]
[WebServiceBinding(ConformsTo = WsiProfiles.BasicProfile1_1)]
public class GreetingService : WebService
{
[WebMethod]
public string Greet(string name)
{
return string.Format("Hello {0}", name);
}
}
And the calling VBS script:
Dim SoapRequest
Set SoapRequest = CreateObject("MSXML2.XMLHTTP")
Dim myXML
Set myXML = CreateObject("MSXML.DOMDocument")
myXML.Async=False
SoapRequest.Open "POST", "http://localhost:4625/GreetingService.asmx", False
SoapRequest.setRequestHeader "Content-Type","text/xml;charset=utf-8"
SoapRequest.setRequestHeader "SOAPAction", """http://tempuri.org/Greet"""
Dim DataToSend
DataToSend= _
"<soapenv:Envelope xmlns:soapenv=""http://schemas.xmlsoap.org/soap/envelope/"" xmlns:tem=""http://tempuri.org/"">" & _
"<soapenv:Header/>" & _
"<soapenv:Body>" & _
"<tem:Greet>" & _
"<tem:name>John</tem:name>" & _
"</tem:Greet>" & _
"</soapenv:Body>" & _
"</soapenv:Envelope>"
SoapRequest.Send DataToSend
If myXML.load(SoapRequest.responseXML) Then
Dim Node
Set Node = myXML.documentElement.selectSingleNode("//GreetResult")
msgbox Node.Text
Set Node = Nothing
End If
Set SoapRequest = Nothing
Set myXML = Nothing
Might want to double-check the version of the MSXML components. Are you using Windows Authentication? I've noticed some odd XML parsing problems with IIS 7, Classic ASP, and MSXML.
It would also help to get a useful error. Check the ** myXML.parseError.errorCode** and if its not 0 write out the error.
Reference Code:
If (myXML.parseError.errorCode <> 0) then
Response.Write "XML error: " & myXML.parseError.reason
Else
'no error, do whatever here
End If
'You get the idea...