AI Summary -

This CRM runs entirely inside a Power BI report:

→ Drag a deal across a Kanban board, and its stage is saved to SQL Server
→ Click "+ New deal," and a form opens over the page, like a real app
→ Convert a lead into an organization, contact, and deal in one click
→ Log calls, notes, and tasks, with overdue tasks flagged in red

The whole model runs on DirectQuery, so every KPI and chart reflects the change on the next click.

How it works:

• A custom Power BI visual I built in TypeScript (Kanban, forms, activity log)
• A small Python API that validates every write
• SQL Server with constraints and a full stage history

The data model follows Frappe CRM

It's a single-user proof of concept for now. For production use, we have to use Azure SQL, an HTTPS API, and Microsoft Entra sign-in so it runs in the Power BI Service.

My doubts now

1- Is it worth to make CRM /Management tools in Power BI with API functions for write-back, or better to use a proper full-stack application?

2- How can this be useful in Production env especially after Fabric apps? Is it better to use that instead of this?

3- Can this now be considered a Power Automate replacement???

I feel like the only reason I use them is “I can’t be bothered to go into Power Query”

I've only ever used PBI Desktop for dashboard/report building and then publish the reports in a shared workspace. I'm also familiar with MS Fabric, although I haven't delved into the online dashboard builder for Power BI as most of the feedback was it is limited, and I previously had no reason to anyways; but now I have to consider this and do everything online thru PBI workspace. I just don't want to spend hours figuring out what is or isn't available when i can just ask here.

Since Tuesday (I think) all table visuals that had totals suddenly don't have totals anymore. When we publish again to the service, the totals get lost and it can only be fixed in the service itself.

Has anyone else seen this issue and know a fix?

I have a large customer usage dataset with hundreds of millions of rows, currently stored in a Fabric Lakehouse.

My current setup is pretty straightforward. I use notebooks to transform the data and create reporting tables, which are then used by a basic Power BI semantic model. Once the processing is done, I pause Fabric capacity to keep costs down.

All my Power BI reports are already built and working well, so I’m wondering what the actual benefits of moving to Fabric Apps would be?

So far, I can see two potential advantages. The first is more flexible PDF exports, where I could generate customized reports for different customer profiles. Currently, we have to handle this through a separate PDF generation service.

The second is the ability to quickly vibe-code custom internal tools Instead of maintaining separate databases and backends.

Am I missing any major benefits?

PowerBI & ACC Issues / Clashes 3D View

Hello.

Has anyone ever managed to have a 3D view in powerbi show the actual location of the issue/clash?

I have so far found no way of showing the clashes in the 3D view. I have the BCF export from ACC that contains the GUID of the physical issue pin you see on ACC but can’t find a way to show what elements (I.e wall and floor) that are associated with that location. The data exchange doesn’t really have useful data to link with the BCF export.

I’ve also tried showing images with the associated issues but this is surprisingly also really really complicated and may involve converting to text first and then back to an image for powerbi to read it compromising on image quality making it pretty pointless.

I simply just want to show the clash on the dashboard. Autodesk need to sort this out.

Any help would be great thanks :)

Hi everyone,

I'm working on a Power BI report where I need a specific slicer and summary card to be fully visible and functional for Managers, but completely hidden, masked, or blanked out when a Salesperson logs in. Since standard RLS only filters data rows rather than UI elements, what is the best practice approach to achieve role-based visual visibility or dynamic card blanking? Thanks!

Estou a uns meses estudando Power BI, peguei bastante o jeito e to querendo um trabalho mais focado nisso. Analista de BI Jr, desenvolvedor de BI, analista financeiro, esse tipo de vaga. Qual o melhor site, método, dica para encontrar?

I'm new to paginated reports and when I export the data in xlsx, the columns overflow into the next cell. How do I fix it? It doesn't happen when it's exported into csv.

It was the go-to button for my users who had issues with filters / visuals, and now it's gone! No way?! Need to toggle off the preview to have back, not cool.

I didn't see anyone complaining about it, I'm surprised...

Hey guys!

I have a dashboard due on the 30th of October.
It is pretty much done, because my classmate finished it already (group project).
My problem is that i have a defence regarding it, meaning i have to explain how it was done, answer questions and know basically everything.

Im new to it and i havent made the dashboard.
Would anyone be down to Teams-call in the next few days and explain it step by step?
(the picture shows one out of a few pages)

Would really appreciate it 🫂

Hi everyone,

I’m taking the PL-300 exam on October 18, and I’ve been preparing since last week, studying around 10 hours a day using DataCamp’s Power BI track.

Tomorrow, I plan to work through the Microsoft assessment and around 200 practice questions from Power AI Academy, covering different types of questions that could appear on the exam.

I also have nearly a year of experience working with Power BI and building multiple reports, so I’m not starting from scratch.

- Is my preparation enough to pass?

- With only two days left, how should I prioritize my time?

- Should I focus on reviewing the questions or spend more time revising the exam material?

- Are there any topics I should make sure to review before exam day?

appreciate any advice

Is it possible to schedule an excel export directly from powerBI ?

What are some of the best practices in leveraging Claude with PowerBI, either creation or editing builds?

Meu estudo de BI de cafeteria finalmente finalizado, os filtros deram bastante trabalho rs 😅

Hello! I've watched several youtube videos about the new GA feature of shape maps having the custom map application. I was able to get the TopoJSON/GeoJSON maps for my state government but the 2 outcomes I keep getting are after I have applied the custom (and I have some data to relationship) is what look like scribbles all over the rectangle that used to be the map visual, or it would just fill the entire rectangle with color, no map outputted.

If y'all have any advice or particular how to's to I would greatly appreciate it. The only AI I have access to is Copilot, which you would think it would be a little bit more compatible with their microsoft items but I had to keep reminding it that it was no longer in a preview and I needed new instructions. So y'all are my last hope 🤪

Hey everyone,

I kept spending way too much time making page backgrounds for my reports and then fiddling to line up every visual on them. So I built myself a small tool to do it.

You design the background (header, menu, KPI cards, colours, your logo…), and it gives you the PNG, the exact position of each visual to type into Power BI, and a matching theme file.

It's free, no account needed

(I strongly recommend using a computer to view the website)

https://bicreation.fr/en/

Sharing it here in case it's useful to some of you. If you give it a try, I'd love to hear whether it helped, or what you'd change 🙂

i am using udemy as tutorial. I was asked to change this setting to the one I underlined and click okay. After clicking the Okay, it just grayed out and cant be selected again even I changed other settings. Lastly, after I tried clicking X to close the settings window and tried to check it again. Nothing has changed. Ive been searching the internet for a solution and found one that is to change the max memory usage to 424 but when I do that, Okay button automatically grays out and become unclickable. Please help I am trying to be a Data analyst

I'm not a Power BI user (I'm a UX/UI designer) but I'm working with someone who knows it and they've said they can't round corners on components. Square edges makes my eyes bleed so - can you round corners in Power BI? Cheers

Is it possible through API ? Disabling testing workspaces for copilot answers as an example

I had a Power BI dashboard with page size:

Width: 2465 px

Height: 1080 px

And now I just changed the Height to 1100 px.

Now even if I zoom out at 40%/50% view size and publish, the Report in the workspace opens with nearly 80-90% zoom.

Earlier this did not use to happen before I had changed the page size. Whichever view size I used to select and publish, it retained in the report as well. Please let me know if this is a bug or there's a solution for this.

LinkedIn has been full of “this is the end of Power BI” posts again. The timing lines up with a couple of real things that just happened. Claude launched Dashboards in beta earlier this month. People are already posting about describing a report in chat and getting something usable back, and some are connecting it to Power BI semantic models via MCP so it can query live data instead of just inventing charts. At the same time, FabCon Barcelona had Microsoft talking about agentic app creation coming into Power BI Desktop and positioning Fabric Apps as the next step beyond traditional reports. Both are still early, but it's clear where it's headed.

I’ve been watching the noise more than the actual impact so far. Curious what others are seeing. Are any of you noticing real client work shifting because of this, or is it still mostly LinkedIn talk? And if the direction is real, what are you focusing on so you’re not just waiting to get squeezed out?