Dataverse + Power BI: What you didn't even know you needed!
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- เผยแพร่เมื่อ 21 ก.ค. 2024
- You've heard about Microsoft Dataverse but haven't used it? Want to know more about it and how it relates to Power BI? Scott Sewell from the Power BI CAT team is here to help!
Connect with Scott:
Twitter: / scottsewell
LinkedIn: / mscottsewell
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I did one POC last year where the power of the mentioned combination comes together: We had to ingest text files and reuse aggregations of it multiple times in the PowerPlatform. So what we did was creating Dataflows (Power Query online) in the Powerapps portal and store our aggregations/results into Dataverse. From there we were able to work with the same result set in PowerAutomate as well as PowerApps as well as we were able to create direct query reports of the same dataset (even did go further and created Goals in PBI Service etc...).
Working this way we could ensure that all products where showing the same data as well as we didn't had to rebuild our aggregations/calculations in the other products too.
Thanks for this. Unfortunately I am now even more confused. I am most likely missing something here. I’ve used PowerBI a lot, I used PowerApps a lot. I have no idea what the role of dataverse is. I vaguely understood that is good for collecting / storing records, but how is that different than a SQL table with all the record information as columns? What is now the benefit of using dataverse? What problem does it try to solve other than pulling me into more proprietary MS ‘services’? What is the added value? Why is this easier than connecting to SQL? Is it about the low / no code? I am really confused…
I'm starting to feel this (but I'm more of a noob). I am used to created PowerBI reports & distribution using apps. PowerApps & Dataverse are just another level I don't use and don't understand best practice.
Same thoughts...not sure I understand why this might be a benefit. I currently am linked to an access dbase on a company server through s Gateway. Works great. Why would I change this configuration to data verse? What benefits might I realize?
A lot of benefit in the fact that it's low code. Much more benefit in all of the metadata for records - owner (including team ownership), attachments, and especially detailed table/entity security roles
It’s useful (from a BI perspective) as the database for dynamics is locked down. To report off dynamics you need to export to a SQL database or a data lake. The data verse is a surfaced version of the OLTP database that you can report directly off ( though it will be Odata) or you export out to a data lake or SQL database. Previously Microsoft provided an data exporter using an add in. It wasn’t great and the exports would fail. The data verse to datalake is a lot more reliable and updates quicker. This also has the benefits of a incremental (pseudo real time) export rather than using ADF to pull everything and determine updates. In general unless you are using Dynamics (CE not finance or Talent) then you will not use this.
@@dmor3359 if you are using access you are either using a on premise app or cloud based but taking a hybrid approach and storing data for reporting on premise. In short you are using very old technology (access) that is not designed for even a small enterprise. Access works better for a solo project rather than a company wide solution. If you have small data volumes then you could point power BI directly at the application and using power query for your ETL. If you have decent size volumes then switch to a SQL database to store the exported data. If you have the opportunity to move to the cloud then this brings a plethora of Benefits from cost savings, reduced downtime due to fault tolerance and if you use a azure SQL database (PAAS) you pass on the responsibility for the virtualised architecture to Microsoft allowing you to focus on the application and the insights you can gain from it
I'm comming from the Power Platform first, there is such a big gap in content between Power BI and other Power products, even Dynamics! I'm happy to see Scott on the channel. But I really wish there were more Power Product channel on TH-cam.
WOW! Had no clue that turned up. I've been on another project for a few months and this shows up. Glad I caught your vid. You guys are my kinda goofy. :) There is a ton of tables in there already. Can't wait to dig in. Thanks!
Awesome video. Scott could have made a career in radio with those pipes.
Great video! I have implemented security role for a dataverse table and used power bi to build a report on that. when I publish the report in to workspace the security role (from dataverse) doesn't apply there. Any thoughts on how to make that happen (make the security role in dataverse in reflecting in power bi work space) other than implementing row level security in power bi report. thank you so much!
Be cautious if you are exporting to a datalake to use Synapse if you intend to use server less and direct query. Synapse serverless charges each time data is ready so if you are using direct query there will be a charge every time a user interacts with a visual
1,000 fields?! - that's bananas!
Is there a way to provide analytics data for power applications, as it says "currently, power apps analytics reports do not display model driven apps data"?
When i create and integrate a dashboard of my power bi account in a solution and in the form, any user can see the dashboard or only those who have a power bi pro licence?
So should I be using dataverse for storing instead of SharePoint list?
Many thanks for the video, we needed it!
Hello, I have tried connecting dataverse to power BI using import mode, it works well, but if I try to connect via direct mode, it will be very slow. Any solution for this?
How to increase query time in dataverse Like SQL?
I'm connecting with the dataverse button, but the data takes too long to refresh. I have ended up using the AAD via SSMS.
I’m a power bi developer that inherited our company’s dynamics/dataverse platform. I had no idea you could embed power bi into the form like that - that’s crazy!
It’s very useful- you can pass filter criteria into the embedded form - so if a person selects a given account then the selected account is can be passed to the Power BI report to report only on that account. You can even be more creative and use it to report on an accounts hierarchy rather than the one specific account
@@PontyclunBosomPals When i create and integrate a dashboard of my power bi account in a solution and in the form, any user can see the dashboard or only those who have a power bi pro licence?
Great vid! Really interesting insights what can be achieved with Dataverse / Power BI.
You are great guys. As always thanks a lot for sharing 😊☺️
That's awesome and amazing information shared..
Thanks 👍🏼
Can someone confirm if all the users in D365 would need to have a Power BI embedded license in order to view the Power BI Embedded reports/dashboards configured or is the license just needed for the admins who create and share the reports?
why not build dynamics on top of cosmos db instead of the dataverse that has sql under the hood?
The star schema thing could be a problem. Sure I can make one in dataverse - but then Its harder to get my model driven app to work properly without customisation as power apps is expecting relational shaped data.
We use a power app to record the number of people in all our facilities on a regular basis, stored in dataverse. Then we directquery that in power bi to show the public how "full" a facility is in real time. This allows them to decide if they want to go to that facility or perhaps pick a different one with less people.
Nice 👍🏻😀
Hi, it would be very helpful if you could present a session on permission for dataverse.
I'm struggling to transform my Dataverse data set (Dynamics 365 CRM Sales) into a star (or snowflake) schema. Each of the 10+ entities contains many facts & dims, all relating to one another. I have yet to find any resources that get as complex. Any Recommendations?
Thanks Adam and Scott for sharing knowledge!
I have a question about connecting dataverse table into Power BI. Can we get display name of column instead of crd9e_column?
Not yet. I love the idea though. 😉
Initially used dataverse connection to power bi but found certain limitations, so used azure synapse serverless and a datalake gen storage 2 account to act as a buffer between dataverse and power bi. I tried synapse link on the dataverse but didnt understand what it was doing, it was creating csv files, which could be quried collectively, but not all tables were able to be selected in the link. Is there additional cost of the link?
Hmm.. this is weird! Dataverse by default is storing its data in ADLS g2 behind the scene. This can be secured by AAD or Azure Synapse link ( I am not sure??). I know all those are preview features though
Finally, I understand the difference..! Azure SQL vs Dataverse..
I'm building a series of new tools for our internal team utilizing Dataverse, Power BI, and PowerApps. I am using it as a test case for the organization. I am working to move our ticketing system, asset tracking, inventory tracking, employee engagement results, feedback survey results, and employee reviews into a single place where I can build apps, tools, and utilities for the team to leverage to be more efficient, enhance collaboration, and build a skillset for myself.
PowerApps, PowerBI and Dataverse, I can see where they can make a great combo but since there is a need for a Premium Connector to use PowerApps and store data into Dataverse I don't see the relevancy of using Dataverse if instead I can just use SQL Server with PowerApps since using SQL with PowerApps also requires a Premium Connector
Do you know if they are planning in dropping the Premium Connector to use PowerApps with Dataverse?
When creating a Power BI - Is it generally better to connect from Power BI to the API data source, or go Datasource > Dataverse and then to Power BI?
do you know the answer?
First thing anyone needs to know to use the dataverse is how to get data (oracle in this case) into it. Not a video on that anywhere?
Hey great video.
I am a Power Platform developer. I've used multiple databases. I am still trying to wrap my head around the fact why would I want to switch from SQL to Dataverse apart from adhoc, one click temporary reports and few other things.
This is Bananas!!! Thanks Guys!
Not sure mate what problem this thing is sorting out???
Man, I wish my organization wasn't cheap about data management and work in the Microsoft data ecosystem.
Instead, they want to move to Looker because they can get it for free.
Now, I developed both on Power BI and Qlik, and let me tell you- Looker is *bad*. Subpar.
Help.
"it's not a DB per say" Next!
Very cool. but expensive.. a cash cow for MSFT. or as someone said at a conference, this is the Microsoft cocaine - they get you using it and you gotta come back for more and then they crank up the price, but you are already hooked and using so you gotta pay :D
Well off to play and I’m sure cause all sorts of drama with Salesforce Objects.
The Dataverse connector needs to support multi-line text fields.
But it is very slow
My biggest complaint is around Enterprise Gateways. A gateway needs to be a gateway that's a gateways ... stop making us manage a Power BI Gateway and a Power Apps Gateway for the same On-Premise source. If you want to make it so that Tenent Admins can configure which Power Platforms a particular Enterprise Gateway can communicate with, fine. But I don't want to have a gateway for every single On-Prem source and Power Platform tool. I already have to do this for Dev, QA, UAT and Prod ... I don't want to multiple this for every tool being used within Power Platforms. You have to simplify this and make it easier to leverage the various tools, without the need to have to spin up net new Gateways to be configured and maintained.
Good question! I wish someone can provide a solution for this case
Why is this easier than connecting to SQL?????????????????
It isn't, in fact because of the huge number of table columns (mostly with bloated naming conventions) and also the base64 GUID based record IDs it becomes a poor performing option very quickly. The Base64 GUIDs become a massive bloating factor in any AS Tabular/PBI model with only modest data volumes.
@@christimbers2006 Fully agree. Dataverse connector is slow once you get any volume of data. Had to use TDS endpoint for dataverse which still is a bit slow compare to a "normal" SQL data source
Thanks for saying 'glad' 👍 and not 'stoked' 🤮