the caf2code press
Paginated Reports 101 Part 4: Adding Parameters and Filters to your Paginated Report
Multiple components in the Power BI ecosystem are referred to as parameters and filters. For this reason, I’m going to be heavily qualifying and color-coding throughout this blog post to make it a little easier for you to follow.
Understanding parameters, filters, and slicers in the Power BI ecosystem:
The parameters and filters you’ll build in Power BI Report Builder serve a similar purpose to slicers and filters used in Power BI Desktop.
Part 3: How to Set Up your Paginated Report Dataset, Using a Power BI Dataset as your Data Source
Woof, try saying that three times fast.
Our last blog post went through the similarly-named data elements in Power BI Paginated Reports, Power BI Analytical Reports, and the Power BI Service. These can be very confusing, even if you’ve carefully color-coded the different types as I have in this blog series. If you’re baffled just reading the title of this post, I recommend you go one post back before reading this one.
If not, let’s jump into creating a Paginated Report Dataset!
Part 2: How to use a power bi dataset as your paginated report’s data source
Using a Power BI Dataset as your Power BI Report’s data source? Even the title of this blog post is confusing!
Stay with me—I promise it will start making more sense from here. Let’s start by breaking down how information from a .pbix file becomes a dataset in the Power BI Service, and then we’ll see how it fits into a paginated report in Power BI Report Builder.
Power BI Desktop software is what you use to create (what I refer to as) a “standard” Power BI report. Most people just call these Power BI reports, since their paginated report cousins were tacked on to the Power BI Service several years after Power BI was launched.
Part 1: When to use a Power BI Paginated report instead of a standard Power BI Report.
If you’re a veteran user of the kinds of Power BI reports built using Power BI Desktop, you’re used to hearing about all the wonderful things Power BI can do, complete with exciting new updates every month. Power BI paginated reports get much less attention. From a marketing standpoint this makes perfect sense; Power BI analytical reports create beautiful, highly interactive data visualization reports that are great for helping end-users engage with their data, explore it, perform what-if analysis, and present it to others. Paginated reports? They don’t change much, and their main claim to fame is that they print off well.
Financial Tags
As part of the latest 10.0.32 release from Microsoft for D365 F&O, there is a new feature that will allow more flexibility to anyone who needs to analyze the state of their business within the system.
The feature is called Financial Tags, when enabled allows user-defined fields to be created to help classify, organize, and explain a variety of financial transactions done in the system. Microsoft allows for up to 20 of these new financial tags. They can be used to track information from Customers and vendors to payment reference numbers.
Help! Admin can’t login to lcs, outlook for web
Are you unable to login to LCS (Lifecycle Services for Dynamics 365)? Does the page redirect to the LCS login immediately after a successful sign-in attempt?
You may have tried this with several different setups:
Different browsers
In-private browsing mode
Different computers
Different networks
Dynamics F&O Year-End Close Screen Update
As the calendar turns to December, it’s time to start seriously preparing for year-end. Throughout this year, Microsoft has introduced changes to Dynamics 365 F&O to help organizations better manage and understand their business. One key update to keep in mind came in the 10.0.26 service update and was related to the year-end close screen.
No Data Entity? No Problem!
Do you ever find yourself wishing your journal entry form had the ability to export and import using excel, but you don’t have the data entity for it? You don’t want to go through all the work to get that new data entity added, just to be able to get through this one journal entry, even if it is a few hundred lines. One new release that Microsoft Dynamics 365 introduced in October 2020 titled “New Grid Control” allows for some new easy data entry options form.
Ready to unleash your system’s potential?
Let’s talk about how we can help you