cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
mguinan
Frequent Visitor

Patch option set or multi-select option set from Power BI to CDS

Hi,

I have a canvas app with [@PowerBIIntegration].Data set up and I have a couple fields, some of which are option sets and one of which is a multi-select option set. I have a Patch statement written that is working for simple fields (text, lookup, etc.), but I cannot find any resource on how to accomplish patching option sets and/or multi-select option set values from Power BI. I want to do this dynamically (user makes selection > patch with the value), not with hard-coded values. Does anyone have an example or know how I can accomplish this? Thanks in advance

3 ACCEPTED SOLUTIONS

Accepted Solutions

Hi @mguinan ,

For your needs, I think PowerApps canvas app could achieve your needs. You could pull the Option Set type column value of the selected record in your Power BI report using the following formula:

LookUp('Your CDS Entity', 'Unique Identifier Column' = First([@PowerBIIntegration].Data).'Unique Identifier Column').OptionSetColumn

If you want to populate the Option Set type column value of the selected record in your Power BI report into the Option Set field ComboBox in your app, please consider set the Items property of the ComboBox (ComboBox1) to following:

Choices('Your CDS Entity'.OptionSetName)

Set the DefaultSelectedItems property of the ComboBox(ComboBox1) to following:

[LookUp('Your CDS Entity', 'Unique Identifier Column' = First([@PowerBIIntegration].Data).'Unique Identifier Column').OptionSetColumn]

 

If you want to populate the Multi-Select Option Set type column value of the selected record in your Power BI report into the Multi-Select Option Set field ComboBox in your app, please consider set the Items property of the ComboBox (ComboBox2) to following:

Choices(MultiSelectOptionSetName)

Set the DefaultSelectedItems property of the ComboBox (ComboBox2) to following:

LookUp('Your CDS Entity', 'Unique Identifier Column' = First([@PowerBIIntegration].Data).'Unique Identifier Column').MultiSelectOptionSetColumn

in your canvas app, you could set the Visible property of above ComboBox to false, so the two ComboBox would be hidden.

 

After that, you could try the Patch formula I provided above to update the Option Set field pr Multi-Select Option Set field value.

 

Best regards,

Community Support Team _ Kris Dai
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

Thank you for your suggestions. I ended up doing the following since I needed to both pull from PowerBI directly as well as what the user selected inside the canvas Power App. Both examples are below for other individuals to use for reference:

 

/ Clear Temporary Collection
Clear(colOppCreate);
// Build Temporary Collection, map columns to 'app' prefixed, to disambiguate
ForAll(
    [@PowerBIIntegration].Data,
    Collect(
        colOppCreate,
        {
            //value from PowerBI
            appIndustry: Industry,
            //value from inside canvas power app
            appStatusReason: cmbReason.Selected.Value
        }
    )
);

// Patch - create Opportunity records
ForAll(
    colOppCreate,
    Patch(
        Opportunities,
        Defaults(Opportunities),
        {
            Industry: LookUp(
                Choices(Industry),
                Text(Value) = appIndustry
            ).Value,
            'Status Reason': Filter(
                Choices('Opportunity Status Reason'),
                Value = appStatusReason
            )
        }
    )
);

 

  
Thanks again for all your help!

View solution in original post

Hi @mguinan ,

Is the solution I provided above helpful in your scenario?

 

If the solution I provided above is helpful in your scenario, please also consider go ahead to click "Accept as Solution" to identify my reply as helpful.

 

Regards,

Community Support Team _ Kris Dai
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

6 REPLIES 6
v-xida-msft
Community Support
Community Support

Hi @mguinan ,

Could you please share a bit more about your scenario?

Do you embed your canvas app into your Power BI Report?

Further, do you want to patch selected values back to the Option Set column or Multi Select Option Set column in your CDS Entity using Patch function?

 

Based on the issue that you mentioned, I have made a test on my side, please consider try the following workaround:

You could consider add two ComboBox controls inside your app screen. One (ComboBox1) for Option Set field, another (ComboBox2) for Multi-Select Option Set field. Set the SelectMultiple property of the ComboBox1 to false. The screenshot as below:

4.JPG

 

5.JPG

Set the Items property of the ComboBox1 to following:

Choices(OptionSetName)

Set the Items property of the ComboBox2 to following:

Choices(MultipleSelectOptionSetName)

 

1) If you want to patch selected Option Set option back to the Option Set field in your Entity, please try the following formula:

Patch(
      TaskLists, 
      LookUp(TaskLists, TaskLists = BrowseGallery1.Selected.TaskLists), 
      {
          ApprovalStatus: ComboBox1.Selected.Value
      }
)

On your side, you may try the following formula:

Patch(
      'Your Entity', 
      LookUp('Your Entity', 'Unique Identifier Column' = First([@PowerBIIntegration].Data).'Unique Identifier Column'), 
      {
          OptionSetFieldNameInEntity: ComboBox1.Selected.Value
      }
)

 

2) If you want to patch selected Option Set options back to the Multiple Select Option Set field in your Entity, please try the following formula:

Patch(
      TaskLists, 
      LookUp(TaskLists, TaskLists = BrowseGallery1.Selected.TaskLists), 
      {
          'Multiple Job Status': ComboBox2.SelectedItems.Value
      }
)

On your side, you may need to try the following formula:

Patch(
      'Your Entity', 
      LookUp('Your Entity', 'Unique Identifier Column' = First([@PowerBIIntegration].Data).'Unique Identifier Column'), 
      {
          MulSelectOptionSetFieldNameInEntity: ComboBox2.SelectedItems.Value
      }
)

Note: The 'Unique Identifier Column' represents the 'Unique Identifier Column' in your CDS Entity, please replace it with actual column name

 

Please also check and see if the following blog would help in your scenario:

https://powerapps.microsoft.com/en-us/blog/option-sets-and-many-to-many-relationships-for-canvas-app...

 

Best regards,

Community Support Team _ Kris Dai
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi Kris,

Yes, this is an embedded canvas app in a Power BI Report which will then Patch to create records in CDS.

I think that the option set and multi-select option sets being populated in a combo box is helpful, however, the user would not be selecting these values in the app. The user will be selecting Account records in Power BI which would then have the combo box values as part of the records they selected. For example, user selected ABC Company record. The Industry (option set) field for ABC Company is already set to Construction. I want to pull the Construction value into the app to then use in the Patch statements like you have suggested. Is there a way to map the Construction value from Power BI to the combo boxes behind the scenes? So if a user has selected a record with Construction in Power BI, it is reflected in the combo box? I am hoping I can somehow hide the combo boxes, populate them in the background and then use the Patch statements that you have provided. 

Hi @mguinan ,

For your needs, I think PowerApps canvas app could achieve your needs. You could pull the Option Set type column value of the selected record in your Power BI report using the following formula:

LookUp('Your CDS Entity', 'Unique Identifier Column' = First([@PowerBIIntegration].Data).'Unique Identifier Column').OptionSetColumn

If you want to populate the Option Set type column value of the selected record in your Power BI report into the Option Set field ComboBox in your app, please consider set the Items property of the ComboBox (ComboBox1) to following:

Choices('Your CDS Entity'.OptionSetName)

Set the DefaultSelectedItems property of the ComboBox(ComboBox1) to following:

[LookUp('Your CDS Entity', 'Unique Identifier Column' = First([@PowerBIIntegration].Data).'Unique Identifier Column').OptionSetColumn]

 

If you want to populate the Multi-Select Option Set type column value of the selected record in your Power BI report into the Multi-Select Option Set field ComboBox in your app, please consider set the Items property of the ComboBox (ComboBox2) to following:

Choices(MultiSelectOptionSetName)

Set the DefaultSelectedItems property of the ComboBox (ComboBox2) to following:

LookUp('Your CDS Entity', 'Unique Identifier Column' = First([@PowerBIIntegration].Data).'Unique Identifier Column').MultiSelectOptionSetColumn

in your canvas app, you could set the Visible property of above ComboBox to false, so the two ComboBox would be hidden.

 

After that, you could try the Patch formula I provided above to update the Option Set field pr Multi-Select Option Set field value.

 

Best regards,

Community Support Team _ Kris Dai
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Thank you for your suggestions. I ended up doing the following since I needed to both pull from PowerBI directly as well as what the user selected inside the canvas Power App. Both examples are below for other individuals to use for reference:

 

/ Clear Temporary Collection
Clear(colOppCreate);
// Build Temporary Collection, map columns to 'app' prefixed, to disambiguate
ForAll(
    [@PowerBIIntegration].Data,
    Collect(
        colOppCreate,
        {
            //value from PowerBI
            appIndustry: Industry,
            //value from inside canvas power app
            appStatusReason: cmbReason.Selected.Value
        }
    )
);

// Patch - create Opportunity records
ForAll(
    colOppCreate,
    Patch(
        Opportunities,
        Defaults(Opportunities),
        {
            Industry: LookUp(
                Choices(Industry),
                Text(Value) = appIndustry
            ).Value,
            'Status Reason': Filter(
                Choices('Opportunity Status Reason'),
                Value = appStatusReason
            )
        }
    )
);

 

  
Thanks again for all your help!

Hi @mguinan ,

Have you solved your problem? Is the solution I provided above helpful in your scenario?

 

If you have solved your original problem, please consider go ahead to click "Accept as Solution" to identify this thread has been solved.

 

If you still have some other issues with your scenario, please feel free to open a new thread in our community, and we would help you in that new thread.

 

Best regards,

Community Support Team _ Kris Dai
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi @mguinan ,

Is the solution I provided above helpful in your scenario?

 

If the solution I provided above is helpful in your scenario, please also consider go ahead to click "Accept as Solution" to identify my reply as helpful.

 

Regards,

Community Support Team _ Kris Dai
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Helpful resources

Announcements

Power Platform Connections Ep 15 | L. Baybutt | Thursday, 1 June 2023

Episode Fifteen of Power Platform Connections sees David Warner and Hugo Bernier talk to Microsoft MVP Lewis Baybutt aka Low Code Lewis, alongside the latest news and community blogs.   Use the hashtag #PowerPlatformConnects on social media for a chance to have your work featured on the show.      Action requested: Feel free to provide feedback on how we can make our community more inclusive and diverse.  This episode premiers live on our YouTube at 12pm PST on Thursday 1st June 2023.  Video series available at Power Platform Community YouTube channel.    Upcoming events:  European Power Platform conference – Jun. 20-22nd - Dublin Microsoft Power Platform Conference – Oct. 3-5th - Las Vegas  Join our Communities:  Power Apps Community Power Automate Community Power Virtual Agents Community Power Pages Community  If you’d like to hear from a specific community member in an upcoming recording and/or have specific questions for the Power Platform Connections team, please let us know. We will do our best to address all your requests or questions.   

May 2023 Community Newsletter and Upcoming Events

Welcome to our May 2023 Community Newsletter, where we'll be highlighting the latest news, releases, upcoming events, and the great work of our members inside the Biz Apps communities. If you're new to this LinkedIn group, be sure to subscribe here in the News & Announcements to stay up to date with the latest news from our ever-growing membership network who "changed the way they thought about code".       LATEST NEWS "Mondays at Microsoft" LIVE on LinkedIn - 8am PST - Monday 15th May  - Grab your Monday morning coffee and come join Principal Program Managers Heather Cook and Karuana Gatimu for the premiere episode of "Mondays at Microsoft"! This show will kick off the launch of the new Microsoft Community LinkedIn channel and cover a whole host of hot topics from across the #PowerPlatform, #ModernWork, #Dynamics365, #AI, and everything in-between. Just click the image below to register and come join the team LIVE on Monday 15th May 2023 at 8am PST. Hope to see you there!     Executive Keynote | Microsoft Customer Success Day CVP for Business Applications & Platform, Charles Lamanna, shares the latest #BusinessApplications product enhancements and updates to help customers achieve their business outcomes.     S01E13 Power Platform Connections - 12pm PST - Thursday 11th May Episode Thirteen of Power Platform Connections sees Hugo Bernier take a deep dive into the mind of co-host David Warner II, alongside the reviewing the great work of Dennis Goedegebuure, Keith Atherton, Michael Megel, Cat Schneider, and more. Click below to subscribe and get notified, with David and Hugo LIVE in the YouTube chat from 12pm PST. And use the hashtag #PowerPlatformConnects on social media for a chance to have your work featured on the show.     UPCOMING EVENTS   European Power Platform Conference - early bird ticket sale ends! The European Power Platform Conference early bird ticket sale ends on Friday 12th May 2023! #EPPC23 brings together the Microsoft Power Platform Communities for three days of unrivaled days in-person learning, connections and inspiration, featuring three inspirational keynotes, six expert full-day tutorials, and over eighty-five specialist sessions, with guest speakers including April Dunnam, Dona Sarkar, Ilya Fainberg, Janet Robb, Daniel Laskewitz, Rui Santos, Jens Christian Schrøder, Marco Rocca, and many more. Deep dive into the latest product advancements as you hear from some of the brightest minds in the #PowerApps space. Click here to book your ticket today and save!      DynamicMinds Conference - Slovenia - 22-24th May 2023 It's not long now until the DynamicsMinds Conference, which takes place in Slovenia on 22nd - 24th May, 2023 - where brilliant minds meet, mingle & share! This great Power Platform and Dynamics 365 Conference features a whole host of amazing speakers, including the likes of Georg Glantschnig, Dona Sarkar, Tommy Skaue, Monique Hayward, Aleksandar Totovic, Rachel Profitt, Aurélien CLERE, Ana Inés Urrutia de Souza, Luca Pellegrini, Bostjan Golob, Shannon Mullins, Elena Baeva, Ivan Ficko, Guro Faller, Vivian Voss, Andrew Bibby, Tricia Sinclair, Roger Gilchrist, Sara Lagerquist, Steve Mordue, and many more. Click here: DynamicsMinds Conference for more info on what is sure an amazing community conference covering all aspects of Power Platform and beyond.    Days of Knowledge Conference in Denmark - 1-2nd June 2023 Check out 'Days of Knowledge', a Directions 4 Partners conference on 1st-2nd June in Odense, Denmark, which focuses on educating employees, sharing knowledge and upgrading Business Central professionals. This fantastic two-day conference offers a combination of training sessions and workshops - all with Business Central and related products as the main topic. There's a great list of industry experts sharing their knowledge, including Iona V., Bert Verbeek, Liza Juhlin, Douglas Romão, Carolina Edvinsson, Kim Dalsgaard Christensen, Inga Sartauskaite, Peik Bech-Andersen, Shannon Mullins, James Crowter, Mona Borksted Nielsen, Renato Fajdiga, Vivian Voss, Sven Noomen, Paulien Buskens, Andri Már Helgason, Kayleen Hannigan, Freddy Kristiansen, Signe Agerbo, Luc van Vugt, and many more. If you want to meet industry experts, gain an advantage in the SMB-market, and acquire new knowledge about Microsoft Dynamics Business Central, click here Days of Knowledge Conference in Denmark to buy your ticket today!   COMMUNITY HIGHLIGHTS Check out our top Super and Community Users reaching new levels! These hardworking members are posting, answering questions, kudos, and providing top solutions in their communities.   Power Apps:  Super Users: @WarrenBelz, @LaurensM  @BCBuizer  Community Users:  @Amik@ @mmollet, @Cr1t    Power Automate:  Super Users: @Expiscornovus , @grantjenkins, @abm  Community Users: @Nived_Nambiar, @ManishSolanki    Power Virtual Agents:  Super Users: @Pstork1, @Expiscornovus  Community Users: @JoseA, @fernandosilva, @angerfire1213    Power Pages: Super Users: @ragavanrajan  Community Users: @Fubar, @Madhankumar_L,@gospa  LATEST COMMUNITY BLOG ARTICLES  Power Apps Community Blog  Power Automate Community Blog  Power Virtual Agents Community Blog  Power Pages Community Blog  Check out 'Using the Community' for more helpful tips and information:  Power Apps , Power Automate, Power Virtual Agents, Power Pages 

Microsoft Power Platform Conference | Registration Open | Oct. 3-5 2023

We are so excited to see you for the Microsoft Power Platform Conference in Las Vegas October 3-5 2023! But first, let's take a look back at some fun moments and the best community in tech from MPPC 2022 in Orlando, Florida.   Featuring guest speakers such as Charles Lamanna, Heather Cook, Julie Strauss, Nirav Shah, Ryan Cunningham, Sangya Singh, Stephen Siciliano, Hugo Bernier and many more.   Register today: https://www.powerplatformconf.com/   

Check out the new Power Platform Communities Front Door Experience!

We are excited to share the ‘Power Platform Communities Front Door’ experience with you!   Front Door brings together content from all the Power Platform communities into a single place for our community members, customers and low-code, no-code enthusiasts to learn, share and engage with peers, advocates, community program managers and our product team members. There are a host of features and new capabilities now available on Power Platform Communities Front Door to make content more discoverable for all power product community users which includes ForumsUser GroupsEventsCommunity highlightsCommunity by numbersLinks to all communities Users can see top discussions from across all the Power Platform communities and easily navigate to the latest or trending posts for further interaction. Additionally, they can filter to individual products as well.       Users can filter and browse the user group events from all power platform products with feature parity to existing community user group experience and added filtering capabilities.     Users can now explore user groups on the Power Platform Front Door landing page with capability to view all products in Power Platform.    Explore Power Platform Communities Front Door today. Visit Power Platform Community Front door to easily navigate to the different product communities, view a roll up of user groups, events and forums.

Welcome to the Power Apps Community

Welcome! Congratulations on joining the Microsoft Power Apps community! You are now a part of a vibrant group of peers and industry experts who are here to network, share knowledge, and even have a little fun! Now that you are a member, you can enjoy the following resources:   The Microsoft Power Apps Community Forums If you are looking for support with any part of Microsoft Power Apps, our forums are the place to go. They are titled "Get Help with Microsoft Power Apps " and there you will find thousands of technical professionals with years of experience who are ready and eager to answer your questions. You now have the ability to post, reply and give "kudos" on the Power Apps community forums! Make sure you conduct a quick search before creating a new post because your question may have already been asked and answered!   Microsoft Power Apps IdeasDo you have an idea to improve the Microsoft Power Apps experience, or a feature request for future product updates? Then the "Power Apps Ideas" section is where you can contribute your suggestions and vote for ideas posted by other community members. We constantly look to the most voted Ideas when planning updates, so your suggestions and votes will always make a difference.   Community Blog & NewsOver the years, more than 600 Power Apps Community Blog Articles have been written and published by our thriving community. Our community members have learned some excellent tips and have keen insights on building Power Apps. On the Power Apps Community Blog, read the latest Power Apps related posts from our community blog authors around the world. Let us know if you would like to become an author and contribute your own writing — everything Power Apps related is welcome!   Power Apps Samples, Learning and Videos GalleriesOur galleries have a little bit of everything to do with Power Apps. Our galleries are great for finding inspiration for your next app or component. You can view, comment and kudo the apps and component gallery to see what others have created! Or share Power Apps that you have created with other Power Apps enthusiasts. Along with all of that awesome content, there is the Power Apps Community Video & MBAS gallery where you can watch tutorials and demos by Microsoft staff, partners, and community gurus in our community video gallery.   Again, we are excited to welcome you to the Microsoft Power Apps community family! Whether you are brand new to the world of process automation or you are a seasoned Power Apps veteran. Our goal is to shape the community to be your ‘go to’ for support, networking, education, inspiration and encouragement as we enjoy this adventure together!   Let us know in the Community Feedback if you have any questions or comments about your community experience.To learn more about the community and your account be sure to visit our Community Support Area boards to learn more! We look forward to seeing you in the Power Apps Community!The Power Apps Team

Top Solution Authors
Top Kudoed Authors
Users online (2,507)