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PowerBI Connection not bringing in all fields on tables

Kathryn Lee

We have successfully created the integration between RE and PowerBI and are now trying to work on visualizations and dashboards. However, we are finding certain key fields are missing in PowerBI. For example, from the Opportunity table we are missing Gift Type, Opportunity Assignment, and Likelihood. Does anyone know how to add those?

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Christine Adams

I've just started as well. What I did was check to see if RE NXT list includes what you need and if not, then I've been forced to create a query in RE (db view) and create .csv file and connect by opportunity id.

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