Reporting Opportunity Status Changes in power BI

Rohan Bhatt
Rohan Bhatt
in Blackbaud Raiser's Edge NXT®: General Discussions

Hi,

I am working to migrate the reports from Raiser's Edge NXT to Power BI. In the process, I am utilizing Microsoft's custom connector to get most of the generic data from RE, and a couple of manual files to get the data that's missing from the connector.

I am keen to dashboard how an opportunity is moving in the pipeline. Even getting something like a table for opportunities that changed status in the last two weeks will work. However, I came to find out that date_modified field in the opportunity table is not reliable. Is there any other ideas you can share with me?

Please share any workarounds that you folks leverage to have a dashboard on how the opportunities are moving.

Thanks!!

Comments

  • Austen Brown
    Austen Brown Community All-Star
    Ninth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 bbcon 2025 Attendee Badge

    @Rohan Bhatt - Recommend cross-posting this within the Microsoft Power Platform Forum in the Sky Developer section of community:


  • Alex Wong
    Alex Wong Community All-Star
    Ninth Anniversary Kudos 5 Facilitator 3 Raiser's Edge NXT Fall 2025 Product Update Briefing Badge

    @Rohan Bhatt
    changing status of an opportunity does causes the list opportunity endpoint using last_modified filter to give you what has been changed. (i just tested that out, so i'm 100% on that claim)

    So the question then is, how did you make the call and if you are using the last_modified parameter, if so, are you doing so correctly.

Categories