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Visualize your data quickly from Power Apps and Dynamics 365 apps (preview)

Headshot of article author Amanda Rivera

We’re very excited to announce a new way to visualize your model-driven Power Apps and Dynamics 365 data stored within Dataverse. With a single click, Power BI automatically generates a set of visuals for you to explore and find insights within your data. This integration is great way to take advantage of the full power of the Power Platform. It’s also the latest extension of the quick creation experience that we’ve already shipped within the Power BI service and in SharePoint and Microsoft lists.

 

A view of the report generated using the Visualize this View feature

 

To get started, in your model-driven Power App or Dynamics 365 app, select the Visualize this view button in the app bar of any grid view.

 

Showing the Visualize this View button in the app bar of a Dynamics App

 

A dialog opens with an automatically generated report with a few fields selected for you in the Your data pane on the right. The visuals within the report will use some or all of your selected fields and potentially other fields from the table that work well with chosen fields.

Just like in the other quick creation experiences, changing the data you see in the report is easy. Just select or unselect fields in the Your data pane to adjust the fields that are influencing the generated visuals. Power BI automatically adds or removes charts to show new visuals.

 

Screenshot of an updated report after selecting a field.

 

Also just like in the other experiences, if you want to personalize a specific visual further to get a specific layout or insight, you can use the Personalize this visual option found on the top right when hovering over a visual.

 

Screenshot of the personalize this visual feature.

 

If you want to see all the rows of data Power BI is visualizing, select the Show data table button on the top left, which will add a table showing all the data to the bottom of the report. You can hide the table again by selecting the Hide data table button.

 

 

The data being visualized within this generated report is always based on the data currently in the view’s grid. This means if you’ve applied any filters to the grid, that filtered data will be used in the Power BI visuals. For example, if the view is filtered down to just 15 rows of data, only 15 rows will be visualized through Power BI.

 

Screenshot of a view in Dynamics 365 filtered down to 15 rows.

 

This makes it very easy to iteratively explore your data, jumping back and forth between filtering in the grid and visualizing with Power BI, until you find the insights you’re looking for.

We’re currently previewing this feature within Power Apps, so for the option to show, an admin will need to enable it through the Power Apps Maker portal. You can read this article to learn more about configuring app properties within the Power Apps Maker portal.

 

Screenshot of the setting to enable this feature in the Power Apps maker portal.

 

Currently, the report that’s generated within the app is temporary and can only be used for personal exploration. This means that it can’t currently be shared or saved. It will also time out after a set amount of time, currently one hour. In future updates, we plan to both improve the timeout duration and also add new functionality to support saving it into a Power BI workspace.

Let us know what you think of this new integration and what you’d like to see next in this area!