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🚚 Miễn phí giao hàng toàn quốc

✅ Tặng Gói Hỗ trợ online trọn đời

✅ Giá cạnh tranh nhất thị trường

✅ Miễn phí tư vấn giải pháp

Hotline: 0943.199.449

Địa chỉ: Tầng 1, tòa nhà Deli, 75 Hoàng Văn Thụ, P. Cầu Kiệu

Bitrix24 Helpdesk

Transfer CRM entities to Microsoft Power BI

1. Open the Transform data tab in the Microsoft Power BI desktop app.

2. Right-click the entity and select Duplicate.

3. Rename the new entity and open Advanced Editor.

4. In the editor, enter the required parameter and click Done.

Available parameters:

  • crm_deal – deals
  • crm_lead – leads
  • crm_deal_uf – deal user fields
  • crm_lead_uf – lead user fields
  • crm_deal_stage_history – deal history
  • crm_lead_status_history – lead history
  • telephony_call – calls
  • crm_company – companies
  • crm_contact – contacts
  • socialnetwork_group – project
  • crm_activity – activity

Example: Transfer deal user fields

Use the following code:

let
    raw_t = bx24_load_entity("crm_deal_uf"),

//["DEAL_ID","DATE_CREATE","UF_CRM_5B8D5D8583F53"]

    fixed_t = Table.TransformColumnTypes(raw_t,
        {
            {"DEAL_ID", Int64.Type},//Unique key
            {"DATE_CREATE", type datetime}//Change time
            //{"UF_CRM_5B8D5D8583F53", type text},//Creation time
    }),

    renamed_t = Table.RenameColumns(
        fixed_t,
        {
            {"DEAL_ID", "Deal Identifier"}
        }
    )


in
    renamed_t

Duplicate the entity and paste the code into the Advanced Editor window.

You can then use the data to build reports.

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