Configure Power BI Graph embedded on NXT Tile to specific Constituent Record

Reuben Schmitz

I have successfully created a Power BI graph and embeded this onto a Tile in NXT. It populates the Tile great. However, the filter to show only data for the Constituent record is not working/connected properly.

This is the URL in the SKY Add-In that I am using:

It is likely a syntax issue here - anyone see what I need to change? Did part of this need to be “encoded” first?

Any help is appreciated.

Bob Rickards

@Reuben Schmitz Nice presentation yesterday. Can I ask how you were able to filter the power bi tile? I am very close and just need a little push.

Bob Rickards

@Reuben Schmitz @Alex Wong Reuben, did you get this to work? Alex, any ideas on how to filter a Power BI dashboard in RE NXT. I have the data on the tile, just not filtering. Have tried the following:

Does not seem to be filtering on recorded or constituent_id. Thougths?

Alex Wong

@Bob Rickards
The “pitfall” to lookout for is the data type of the field you are trying to filter on, it can ONLY be text as what you pass in from URL parameter is always text.

For example, this is a Power BI tile I add to my event record page:

…….&contextField=recordId&datasetName=v_prod_appealevent&datasetField=event_id_string&height=600

v_prod_appealevent is my table in the BI
event_id_string is the field (my event_id field is a number, but I have to dup that column and change the data type to text)

So looking at yours, your table is “Gifts By Year” and your field is “constituent_id”, you will need to make sure constituent_id is a text data type, or create a dup of this column and call it constituent_id_text and use that instead.

Alex Wong

@Ben Wong

Although the limitation on “text” filtering is actually on Blackbaud, not Power BI/Microsoft.

From URL Parameter filtering, you can actually filter by a column that is of type number:

https://learn.microsoft.com/en-us/power-bi/collaborate-share/service-url-filters

However, due to the way that Blackbaud “process” the URL (i.e. https://app.blackbaud.com/addin-powerbi-host………) it takes in the datasetName and datasetField we pass in and filter by the contextField of recordId, which is a text string without possible override.

I'm not completely sure if it is possible to filter by number through the Host SPA, but would be great if that's possible.

Dan Snyder

@Reuben Schmitz I was messing around with this a while back to show a tile with a breakdown of giving by fund type using the gifts table from the PBI Connector and I think it was Ben Lambert who pointed me in the right direction. Below is what I added to the end of my URL and the visual does show up. I did not need the contextField that you have and I just wonder if you need to update the datasetName and datasetField to the correct wording from your data source? I am admittedly out of my league here, but wanted to pass it along, though I am hoping that since your post was from May of 2022 you have figured this out already.

&datasetName=gifts&datasetField=constituent_id

Bob Rickards

@Dan Snyder Yep…you are correct. You need the table name from BI and the field name passed to the tile. Once you get that, it works like a charm. Thanks for all the help folks!