Power Bi Connector - missing field
HI, we are using the Power Bi connector. I was away for a few months, and while I was away the person who substitute me created a dashboard that uses in some visual a field called "opportunity_likelihood_name", from the Opportunity table. It doesn't look to be a dax measure. My problem is that I don't have that field. I thought it came directly from the API connector, but then I should see it as well. Has anyone an explanation for this? Am I doing something wrong when i go and get the data from the connector? On RE i'm and admin with full access, so I don't think it's a visibility issue
Answers
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@Anna Silvestri - I looked at the connector & confirmed that the opportunity likelihood field was added on 2/8/24 to the connector. So you should have it.
Someone smarter will chime in here on what might be going on. To help them, can you talk about where your connector is located & how you and your colleague access the gateway? I'm wondering if you both have gateways & yours was installed before the opportunity likelihood filed was added.1 -
opportunity_likelihood_name does exists as a field on the API call, however, Power BI Connector is not an officially supported connector by Blackbaud, it is supported by a few community member only, so it can be out of date from the actual API available field.
Your situation can be a few reasons and you need to either ask the other person to confirm, or that's not an option, you will need to investigate into the Power BI that this person created and check in Power Query editing on what the root cause is.
- this person is using a newer connector that expose the field opportunity_likelihood_name that your connector does not
- this person is not using the connector, instead is in some ways making the API call directly which expose all the available field. One way to do this was a template I published here.
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Hi @Anna Silvestri. I am unfamiliar with the nitty gritty of the unofficial connector that has been referenced here, but it appears to me (I believe, but could be wrong) that this field is available via the Query functionality. If you can't find a way to figure this out and want to build it out via Query, you could pull it via the API. I've also developed a nifty toolset that will automatically pull Queries from RE directly into Google Sheets (which then can live update into PowerBI). If you're interested, you can email me at nick@collarcityconsulting.com.
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Thnk you @Erik Leaver , that was exactly the problem so we were able to fix the issue very easily
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Thank you Alex! It was the first you said, the person was using a newer connector. So I easily got that fixed by updating mine.
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And thank you for the template, I'll definitely have a look at that, even if it might be too advanced for me, because there were some fields we wanted to use but weren;t included in the connector
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Thank you @Nick Marchese , that's great! I tried to install it but unfortuntely it says it's not available in my region (i'm based in EU).
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