In the Microsoft Power BI desktop application, open the Transform data tab.
Then right-click on the entity and select the Duplicate option.
Rename the new entity and open the Advanced Editor.
In the editor, type in the desired parameter and click Done.
- 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: how to transfer deal user fields
You can 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 add the code to the Advanced Editor window.
The data can be used to build a report.