Building Business Scenarios Using Microsoft PowerPlatform (PowerApps + Flow + PowerBI) P3/3

In this post we will see how we can create/ automate business scenarios with the Microsoft PowerPlatform. (Part 3 of 3)

This post is a continuation on our work item for creating a solution on PowerPlatform for Ctrade Inc. Part 3 – Create a Power BI report to view the real-time status of the trade data.

Overview of the Power BI report that we are going to create:

  1. We will map the data set to the Trade Data entity for creating the report. Power BI allows us to select/ modify/ filter/ calculate etc. records from the fields of the entity.
  2. We will create four charts in our report to showcase the trade history for Ctrade Inc.
    1. Total Trade Chart: this will show the total trade that has been executed by Ctrade Inc. This is a Donut-Chart and will illustrate commodity wise trades executed by the company.
    2. BTC Price/ Date chart: this is a line type chart that illustrates the rate history of BTC on which Ctrade Inc. has traded so far.
    3. ETH Price/ Date chart: this is a line type chart that illustrates the rate history of ETH on which Ctrade Inc. has traded so far.
    4. XRP Price/ Date chart: this is a line type chart that illustrates the rate history of XRP on which Ctrade Inc. has traded so far.

Part 3: Microsoft Power BI report to view the trade details of Ctrade Inc.:

Step 1:

Download the the desktop version of Power BI and sign up -> Click on Get-Data. Click on Online Services and select Common Data Service for Apps (Beta) and click on connect. Enter the organization server CDS url (organizationname/code.crm.dynamics.com) and sign in with your organization credentials.

Upon logging in successfully, you will be able to select the entity from which you want to access the data and create the report. Select the Trade Data Entity and click on Load.

Step 2: Creating a Donut Chart type to view percentage wise commodity trades executed in Ctrade Inc.

From the Visualizations tab select the Donut Chart. In the Values part of the donut chart data, drag the ‘total trade amount’ field and create a new quick measure. In the calculations drop down, select Filtered Value -> drag the ‘token name’ field and select BTC from the drop down.

A new measure will be added to the fields tab with the total trade amount for BTC field. Repeat the same steps for ETH and XRP. Now modify the chart as required from the Format tab in the Visualization pane. The donut chart after successfully mapped to the values will now look like as shown in the image below.

Step 3: Creating a line Chart type to view rate history for the commodities executed in Ctrade Inc.

From the Visualizations tab select the Line Chart. In the Axis part of the line chart data drag the created on field and then add the token price field below it. In the Values part,, drag the token price field and create a new quick measure. In the  calculations drop down, select Filtered Value -> drag the ‘token name’ field and select BTC from the drop down.

A new measure will be added to the fields tab with the token prices for BTC field. Repeat the same steps for ETH and XRP. Now modify the chart as required from the Format tab in the Visualization pane. The line charts for BTC, ETH and XRP after successfully mapped to the values will now look like as shown in the image below.

Step 4: Importing the report on Power BI portal:

Now save the file as a .pbix file and import the same on the Power BI portal. After successfully connecting the data-set with the CDS, the report will look like as shown in the image below.

In this series of blog posts (Building Business Scenarios Using Microsoft PowerPlatform (PowerApps + Flow + PowerBi)), we saw how complex business scenarios can be addressed with the PowerPlatform solutions. The solution that we built is complete follow up of a process flow and involves zero coding.

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