Option Sets in Dynamics 365 has a setting for each value to specify a color code. This color code is used in the new Unified Interface in the entity specific dashboards. This is a welcome addition as it makes it more easy to persist colors to a specific value and have it be consistent throughout the charts and visuals.
With the August 2018 release of the Power BI Desktop client, we can now also do conditional formatting based on a field with a color code in Power BI reports.
Since we can query option sets directly, and get the color code into the Power BI dataset, we can now use the same color scheme more easily between the two solutions. As the option sets are queried, any updates to values, labels, and color codes in the option set, will automatically update on the Power BI side as well.
For querying the Dynamics 365 option set into Power BI, I use the Power Query (M) Builder tool for the XrmToolBox.
Here’s a video explaining how the color codes are used in Dynamics 365, and how to query the codes and use them in Power BI.
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2 thoughts on “Use Color Codes from Option Sets in both Dynamics 365 charts and Power BI”
Reblogged this on crmazurecomponents and commented:
A really good blog which we can use to control the chart colors in Power BI based upon the option set color codes configured in Dynamics.
Using the blog, we can set the color each record will occupy in a table view in Power BI based upon the value in its corresponding option set field.
Do you know if these color codes are supposed to also show up in the forms or are they only for charts/dashboards?