I'm attempting to set up a Data Flow for Powerbi. Relying on the guides that are out there, I'm connecting to the Common Data Service and providing the URL of our Dynamics 365 Environment.
I selected the Opportunities Entity from the available options. this all seems to go fine and I'm able to map to the standard CDS Opportunity Entity type.
I then proceed to edit the query to remove some of the columns that I do not need.
I added one conditional column that set its value depending on the presenced of an originatingLeadID value.
All this seems to work without issue.
On several fields and in particular the "opportunityRatingCode_display" the values are not simply not present at the end of the applied transformation steps. I know of one opportunity that I'm testing with the value should be "Medium", however at the end of my transformations, the value in the field is "null".
IF, however, I apply a column filter prior to my "remove column steps" to limit the result set to the single opportunity, I _will_ have the correct Opportunity Rating in the field. (i.e. Filter opportunityID = XXX)
We have 2,266 opportunities in the data set at present, I'm guessing this is having some impact? I don not have incremental refresh in my license (Power BI pro).
I do not believe my transformations are "at fault". They are very simple:
- Source
- Navigation
- Map to Standard
- Removed Columns (getting rid of all the "_base" columns)
- Removed Other Columns (selecting just the desired columns)
- Add Conditional column
- Change Type (on the conditional column to Text)
- Rename Columns
If I insert a filter step between 3 & 4, the Opportunity Rating field is correct both at that level and at step 8. If I only inset the filter step at the end, the Opportunity Rating field is "null"
Any insight would be appreciated. Thanks!
