Tableau Connector for Dynamics 365

Build 21.0.8137

Using Custom SQL Queries

Sometimes, only a subset of the data available in a Dynamics 365 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 entity, it will be necessary to author a unique SQL query. This can be done as follows:

  1. After you have connected to Dynamics 365, navigate to the Data Source tab.
  2. In the left pane, select your Database and Schema.
  3. Instead of selecting one of the available tables, click the New Custom SQL button.
  4. You will then be prompted for your query. Provide any filters aggregates or joins you want here. See SELECT Statements for syntax.
  5. Click OK.

With your custom SQL query provided, you can now proceed to Visualizing Data as if the selection were a normal table.

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Build 21.0.8137