FIRMS: Bring Roundup Nicotine Usage field into Cases table (ONDER DEMO)

CesarITD commented 5 years ago

Note: In Dataflow no exist a interface to edit SQL Stament.

Download from "Clients Dataflow" code of Entity "Cases" this code is M Code(powerquery). Open a New PowerBI Desktop to paste the code as New Get data, editor advance I can see in SQL Statement.
Edit SQL Query to grab new field: roundup_nicotine_usage. I can find the name of the field with Inspect in Chrome in the CRM interface. Note: In SQL apply transformations to -1 and 1 (No and Yes values).
Validate the new PowerQuery.
Copy the PowerQueryCode (with the new column) to the "Client Dataflow".
Save and Refresh.
Import New Field into Main Roundup Tab of Fears Reports.
Look for approval of HK.
To apply the same for others Reports.

CesarITD commented 5 years ago

Change was applied for FEARS and ONDER Firms. Pending approval from HK. This was applied in the Hidden Tab "DEMO FN/MWD - Roundup" and "DEMO Onder - Roundup".

jesusitd commented 4 years ago

Deployed to all firms with issue #345

intakedesk / PowerBI-General

FIRMS: Bring Roundup Nicotine Usage field into Cases table (ONDER DEMO) #219