Adventures with Dataverse: Power BI and Elastic Tables

I wanted to create my own Power BI 📊 report from the data collected by the Copilot Studio Kit.

To start with I just wanted a list of agents, and that data was stored in the Agent Details table in Dataverse.

Figure 1 – Agent Details Table

I hopped over to My workspace in Power BI, and clicked New Item. 🛠️

I clicked Report, and the clicked Get Data.

This is where my struggles started! 🤔

I thought since I was connecting to Dataverse, the Dataverse Connector would be the right choice.

Figure 2 – Dataverse Connector

I configured the Dataverse Connector for my environment and clicked Next.

I went to select the Agent Details table, and it low and behold it wasn’t there, I could see a bunch of other tables related to the Copilot Studio Kit but not the Agent Details table. 😖

Figure 3 – Missing Agent Details Table

I wondered what was going on here. 💭

What did I miss?

I reviewed 👀 the tables in Power Platform and noticed for the most part, all the tables in the Copilot Studio Kit were Standard tables, except for a few, they were Elastic tables, and the Agent Details table was one of them.

I started asking around and a teammate finally pointed 🫵 me in the right direction.

To access Dataverse tables that are Elastic, you have to use the OData Connector in Power BI.

Figure 4 – OData Connector

So I went that route.

I needed to provide a URL in the format of https://.crm.dynamics.com/api/data/v9.2 and then Sign In.

Figure 5 – OData Connector Configuration

Bingo! There it was the Agent Details table! 🥳

Figure 6 – Agent Details Table

With that, I was able to create my Power BI report.

Never fails, I learn something new every day! Love it! 💗


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