Power BI Date Slicer

What is Power BI Date Slicer?

Power BI Date Slicer and Filter allow users to apply a time-based filter to any columns in your data. There are many Power BI Date Slicers, and each one has a different purpose. It helps users filter flexibly select between date ranges to show only data of a particular range. After refreshing the data, the relative period will automatically get applied for the relative date constraint.

When to Use Power BI Date Slicer?

Power BI Date Slicers are easy to use and provide flexibility to users in filtering data based on dates. Users should use Slicer for the following reasons listed below:

So that users can view the currently filtered state without opening a drop-down list.
It allows users to create focused reports by applying Power BI Date Slicers and Filters next to the important visuals.
Users can filter the unneeded and hidden data tables.
It helps display the commonly used filters on the report canvas for easier access.

Creating Power BI Date Slicer

Now that you have understood about Power BI Date Slicer. In this section, you will learn how to create and use Power BI Date Slicer and Filters. You can use Power BI Date Slicer just like any other Power BI Slicer. The following steps to create Power BI Date Slicer are listed below.

Step 1: Create a Slicer

Open your Power BI and load the dataset.
Now from the Vusializations tool section, select the “Slicer” option to create a report with Power BI Data Slicer.
Then from the “Field” value, choose the column to which you want to add Power BI Date Slicer.
For this tutorial, “Purchasing Date” is used for Power BI Date Slicer.

Now, click on the Power BI Date Slicer from your canvas and then click on the upper-right of the Slicer visual.
If the column has data then it will show the “Relative Date” in the drop-down menu.

Choosing Relative Date Option in Power BI Date Slicer — Image Source

Step 2: Setting Relative Date

Here, select the “Relative Date” option to add Power BI Date Slicer to the column.
Then, select the “Settings” option.

In the first field of the Power BI Data Slicer settings, you can choose the following option listed below.
- Last
- Next
- This

Choosing Reference Option in Power BI Data Slicer settings — Image Source

In the next field of Power BI Date Slicer, you can choose a number to define the relative data range.

Defining Relative Date Range - Power BI Date Slicer — Image Source

In the third set, you can select the date measurement. It has the following option listed below.
- Days
- Weeks
- Weeks (Calendar)
- Months
- Months (Calendar)
- Years
- Years (Calendar)

Selecting Date Measurement - Power BI Date Slicer — Image Source

For example, if you select the “Months” option from the last field of Power BI Date Slicer settings and 2 in the middle field.
So, if today is 14 March, then the visual data constrained by the Slicer will show you the data of the previous two months.
The data will start from 15 January to 14 March. But if you select the “Months (Calender)” option on the last field of Power BI Date Slicer, then it will show data from 1 May to June 30, without taking the date into consideration.

How to change the labels of composition fileds in Dynamics 365

Below JS could be your reference.

[TIPS] Fileds Operation Differences between Form Fields and BPF Fields

When a form displays a business process flow control in the header, additional controls gets added for each attribute that is been displayed in that BPF.

These controls hold unique names like: header_process_<attribute name>.

Beyond Compare
V 4.2.2

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The above license key only applies to version 4.2.2.

Click for download.

How to filter Option Set Field options based on form

In some scenarios, we may need to filter the option set types of fields' options based on some conditions.

Capture user's signature in Dynamics 365 CE

Sometimes we may need to capture user's signature in Dynamics 365.

How to exceed 50 characters maximum label length limitation to set a long label for the Dynamics 365 CE fields.

How to exceed 50 characters maximum label length limitation to set a long label for the Dynamics 365 CE fields.

As we know there is a 50 characters maximum length limitation for the fields(columns) labels of entities(tables) in Dynamics 365 CE.

Sometimes, we may need a longer label than 50 characters. How to do that?

Newly introduced client script methods for D365 CE

https://nebulaaitsolutions.com/newly-introduced-client-script-methods-for-d365-ce/

Newly introduced client script methods for D365 CE

This blog will talk about the new client script methods that can enhance UI/UX experience.

addOption

This method adds an option to your choice/choices control.

formContext.getControl(arg).addOption(option, index);

Example

removeOption

Removes an option from a choice/choices control.

formContext.getControl(arg).removeOption(value);

Example

clearOptions

Clears all options from a choice/choices control.

formContext.getControl(arg).clearOptions();

Example

setFocus

Sets the focus on the control.

formContext.getControl(arg).setFocus();

Example

setLabel

Sets the label of the control.

formContext.getControl(arg).setLabel(label);

Example

addOnLookupTagClick

Adds an event handler to the OnLookupTagClick event.

OnLookupTagClick:- This event occurs when the user clicks the tag in a lookup control.

formContext.getControl(arg).addOnLookupTagClick(myFunction);

createPane

Provides all the information to create side panes.

Xrm.App.sidePanes.createPane(paneOptions);

Click here to learn more about paneOptions

Example for addOnLookupTagClick & createPane

Creating HTML Web Resource To Show Image Attached In Notes Using Web API

https://www.c-sharpcorner.com/article/creating-html-web-resource-to-show-image-attached-in-notes-using-web-api/

Show or hide the 'Add New' button on form sub-grid based on the value on the form

https://ribbonworkbench.uservoice.com/knowledgebase/articles/489288-show-or-hide-the-add-new-button-on-form-sub-grid

How do I show or hide the 'Add New' button on form sub-grid based on the value on the form.

You cannot use the ValueRule because the context of this rule must be run from a form Command Bar - so we must use a custom JavaScript rule.

Solution:

1. Create a JavaScript webresource that contains the function:

function ClientHooks_Ribbon_OpportunityRibbon_SubGridEnableRule() {
    var attribute = Xrm.Page.getAttribute('<your attribute logical name here>');
    return attribute.getValue() != null; // Return true to enable the button
}

This function will be used to enable the sub-grid add button when there is a value in the attribute you reference.

2. Add the child entity that you want to change the sub-grid behaviour for to a solution. Also add the webresource with the javascript function above and then load the solution into the Ribbon Workbench.

2. Select the child entity from the Entities panel and identify which button you need to customise:]

3. Right-Click on the button and click Customize Command

4. The new command will show in the Solution Elements Panel and additionally all the referenced EnableRules and DisplayRules will also be added. Since we don’t need to customise these, we can select each one in turn and set IsCore=True in the properties panel.

5. Now to add the new ValueRule. Right click on the new customised command and click Edit Enable Rules.

6. Click Add New and then Add Step. Select Custom Javascript Rule and set the properties:

· FunctionName = ClientHooks_Ribbon_OpportunityRibbon_SubGridEnableRule

· Library = <Select the library you added above>

7. Click Publish

Refreshing the subgrid command bar

You will find that when the form is loaded, if there is a value in the attribute you have referenced in your enable rule, the Add New button will be visible. If however the value changes, the sub-grid command bar will not automatically refresh to reflect the new state. Upon adding or deleting rows in the sub-grid the command bar is refresh – but this isn’t much use in this case.

The main form command bar can be refreshed using Xrm.Page.ui.refreshRibbon() however this will not refresh sub-grid command bars. Instead, we can add an onchange event to the fields that are used in our VaueRule and call:

Xrm.Page.data.save();

This will refresh the sub-grids and re-evaluate any of the EnableRules however it will also save any other dirty attributes and so should be used with caution if you do not have auto-save enabled.

[Demo - Step by step] Power Pages & SharePoint File Upload

Just show the different parts from the previous demo which was finished by using Power Apps Portal.

[Demo step by step] Power Apps Portal & SharePoint File Upload

Demo step by step:

Power Apps Portal with several steps of process flow by using Advanced Form (Web Form)

Support SharePoint Documents upload.

Power Apps Portal issue: "Server Error in '/' Application

Power Apps Portal "Server Error in '/' Application

"a connection attempt failed because the connected party did not properly respond after a period of time, or established connection failed because connected host has failed to respond"

The below solution could be a reference for you.

1. Go to portal app setting:

2. Go admin page:

3. Try "Update Dynamics 365 URL" firstly, if still doesn't work.

Then try "Restart Portal". After several minutes, the portal may recover.

Hide "New folder" button of SharePoint in Power Apps Portal

When integrated SharePoint to Portal, there will be two buttons for document management: "Add files" and "New folder".

If you don't hope the user to be able to create new folders, you may follow below steps to hide "New folder" button.

1. Find the specific Entity form your Share Point document upload grid located at within your Portal Management.

2. Switch to "Additional settings" tab.

3. Go to the "Custom JavaScript" section part, then type the following JavaScript code:

$(document).ready(function(){
    $('a.add-folder.btn.btn-info.action').hide()
})

4. Go to your Portal Designer, click "Sync Configuration"-> "Browse website" button, then launch your Entity form again, the "New Folder" button would disappear:

Power Apps Portal : How to add Advanced Form / Web Form into webpage

Power Apps Portal : How to add Advanced Form / Web Form into webpage

Precondition: An advanced form(web form) and a basic form (entity form) have been created.

Step 1: Add a basic form (entity form) into a section of the webpage.

Step 2: Update the script:

Change "entityform" to "webform"

Change the form name to the advanced form's name

Step 3: Browse website

Power Apps Portal - Entity Form / Basic Form Doesn't show in the published webpage

Issue: Power Apps Portal - Entity Form / Basic Form Doesn't show in the published webpage

Reason: Form doesn't support the current webpage template.

Solution: Change the webpage template.

Installing and Configuring the Free COVID Vaccine Tracker Test Uploader for Power Apps Portals

Package for download:

https://github.com/Pragmatic-Works/Vaccine-Tracker-Power-App

Conditionally Show/Hide fields on Power Apps Portal by Using JavaScript

$(document).ready(function () {

$("#prag_manufacturer").change(onDisplaySectionChange); onDisplaySectionChange(); }); function onDisplaySectionChange() { var varManuf = $('#prag_manufacturer').find("option:selected").text(); if (varManuf === "Other") { $('#prag_othermanufacturer').parent().parent().show(); } else { $('#prag_othermanufacturer').parent().parent().hide(); } }

Mobile Offline Capability for Model-Driven Apps

https://knowledgefrommanish.com/powerapps/power-apps-mobile-app-mobile-offline-capability-for-model-driven-apps/

Create A Portal Inbox & Messaging Process (Dynamics 365 Power Platform Portal)

https://meganvwalker.com/create-a-portal-inbox-messaging-process/

GLOBAL WORKFLOW

http://alexmscrm.blogspot.com/2017/10/dynamics-365-workflow-within-business.html

Developer citizen

Citizen Dev. Journey - Setting up your Microsoft Power Apps Test Environment

https://www.linkedin.com/pulse/citizen-dev-journey-setting-up-your-microsoft-power-joe-camp/

Install SQL Server Integration Services in Visual Studio 2019

https://www.mssqltips.com/sqlservertip/6481/install-sql-server-integration-services-in-visual-studio-2019/

Repeater section content control in Word Template

Using Power Automate word templates with Model-Driven apps

https://www.itaintboring.com/dynamics-crm/using-power-automate-word-templates-with-model-driven-apps/

Workflow activity Samples

https://rajeevpentyala.com/2019/03/23/code-snippet-custom-workflow-activity-with-input-and-output-params/

https://docs.microsoft.com/en-us/power-apps/developer/data-platform/workflow/tutorial-create-workflow-extension

https://github.com/microsoft/PowerApps-Samples/blob/master/cds/orgsvc/C%23/WorkflowActivities/WorkflowActivities/RetrieveCreditScore.cs

Use two-option type of field in Business Process Flow to force user choose specified value to advance to next stage

Requirement:

Force users to choose the specified value of a field in certain stage of Business Process Flow to be able to advance to next stage.

Solution:

1. Set the filed type to "Two Options", and don't set the value which you hope users to choose as the default value.

2. Click the “required” box of the filed on the process flow step, rather than set the requirement on the field definition in customization.

[ISSUE] Dynamics 365 - Advanced Find: One column doesn't show value, but shows in exported excel report

Issue:

Dynamics 365 - Advanced Find: One column doesn't show value, but shows in exported excel report.

For example, below is an Invoice list, the red circled column below "Acutual Revenue(Base) (Opportunity)" is supposed to show values instead of vacant.

In exported excel report, this column shows values normally.

Reason:

Unfortunately, I have no idea.

Solution:

After adding one more column "Acutual Revenue (Opportunity)", the column "Acutual Revenue(Base) (Opportunity)" shows normally.

Free!!! Microsoft Dynamics 365 Fundamentals (CRM) certification

Microsoft Dynamics 365 Virtual Training Day:
Fundamentals (CRM)

Microsoft Dynamics 365 Virtual Training Day: Fundamentals (CRM)

Learn about the customer relationship management (CRM) capabilities of Dynamics 365 at Microsoft Dynamics 365 Virtual Training Day: Fundamentals (CRM). Join us for this free virtual training event to learn more about the essentials of CRM sales, service, and marketing. You’ll explore how these facets work together to connect customer data, streamline business processes, and help you better manage your client relationships.

After completing this training, you’ll be eligible to take the Microsoft Dynamics 365 Fundamentals (CRM) certification exam at no cost.

You will have the opportunity to:

Better understand the CRM capabilities of Dynamics 365.
Learn how to accelerate project delivery and maximize profitability with Dynamics 365 Project Operations.
Gain the skills and knowledge to prepare for the Microsoft Dynamics 365 Fundamentals (CRM) certification exam.

Join us at an upcoming virtual event:

Delivery Language: English
Closed Captioning Language(s): English

REGISTER TODAY >

Didn’t see a date that works for you? Explore more upcoming events.

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What is Power BI Date Slicer?

When to Use Power BI Date Slicer?

Creating Power BI Date Slicer

Step 1: Create a Slicer

Step 2: Setting Relative Date

How to change the labels of composition fileds in Dynamics 365

Beyond CompareV 4.2.2

Newly introduced client script methods for D365 CE

addOption

Example

removeOption

Example

clearOptions

Example

setFocus

Example

setLabel

Example

addOnLookupTagClick

createPane

Example for addOnLookupTagClick & createPane

Solution:

Refreshing the subgrid command bar

Using Power Automate word templates with Model-Driven apps

Beyond Compare
V 4.2.2