Using Custom SQL Queries
Sometimes, only a subset of the data available in a Dynamics 365 Sales entity is needed. You can define any such subset using a custom SQL query.
Connecting to a Custom SQL Query
To create visualizations from a subset of the data available in a Dynamics 365 Sales entity, it will be necessary to author a unique SQL query. This can be done as follows:
- After you have connected to Dynamics 365 Sales, navigate to the Data Source tab.
- In the left pane, select your Database and Schema.
- Instead of selecting one of the available tables, click the New Custom SQL button.
- You will then be prompted for your query. Provide any filters aggregates or joins you want here. See SELECT Statements for syntax.
- Click OK.
With your custom SQL query provided, you can now proceed to Visualizing Data as if the selection were a normal table.