Tag Archives: Dynamic

How to initialize PopupMenu with first element on each dynamic update?

I wrote a function, which lists directories, which may contain “model” files in the following format

{dirpath1->dirname1, dirpath2->dirname2, ...

i.e. in format, suitable for PopupMenu function.

Then I wrote a function, which lists model files in given directory in the same way

{filepath1->filename1, filepath2->filename2, …

I was wishing to select directory in first popup and then select file in second popup and wrote

PopupMenu[Dynamic[dir], GetModelDirectories[]]

Dynamic[PopupMenu[Dynamic[fil], GetMatFiles[dir]]]

It worked, but partially: if I change first popup, second popup turns empty

8zK1G How to initialize PopupMenu with first element on each dynamic update?

and I need explicitly select second popup

Ozr9j How to initialize PopupMenu with first element on each dynamic update?

Is it possible to initialize second popup automatically to the first item in the list?

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Recent Questions – Mathematica Stack Exchange

Dynamic data comparisons using disconnected slicers, TreatAs and inactive relationships

Got a good question this week that had me scratching my head for a bit but then I remembered a new function that was added to Power BI (and SSAS) recently called TreatAS. Marco covered it in detail here. So what they wanted to do is have a visual where they can view the sales and compare it with sales of different colors. So let’s get too it.

Too start out please make sure you read Marco’s post really well, the trick I am about to show you works really well but if you can use the alternative (real relationships) it is preferred for performance reasons. Having said that lets continue.

I have a very simple model with Sales by product:

 Dynamic data comparisons using disconnected slicers, TreatAs and inactive relationships

Now I visualize it by creating a visual that shows Sales by Manufacturer:

 Dynamic data comparisons using disconnected slicers, TreatAs and inactive relationships

The goal here to show 4 bars:

  • one with the total sales
  • one with sales only for specific colors selected by a slicers
  • one with sales only for specific colors selected by another slicers
  • one with the remaining sales not part the selection

To start I want to populate and create the slicers. I can’t use the values of the table itself as that would filter all the results so I have to create two new tables with these values to make “disconnected” slicers. To do this I create a two new calculated tables

Colors = VALUES(DimProduct[ColorName])

and

MoreColors = VALUES(Colors[ColorName])

This created two new tables in my model with just the colors:

 Dynamic data comparisons using disconnected slicers, TreatAs and inactive relationships

Observe I didn’t create any relationships as I want to control this in the measure itself (more on this later)

Next I add the values as slicers to the report:

 Dynamic data comparisons using disconnected slicers, TreatAs and inactive relationships

So now I want to add the bars for sales of all colors selected in Color 1 and another for all colors in Color 2. To do this I add a new measure using the new TREATAS function:

CALCULATE(SUM(FactOnlineSales[SalesAmount]),TREATAS(VALUES(Colors[ColorName]),DimProduct[ColorName]))

What this measure does is calculate the Sum of SalesAmount and filtering the ColorName from the DimProduct table with the values if the current selected values of ColorName from the Colors table, like an actual relationship was used.

Now going back to the visual where I added the measure and selected 2 colors, we only see the sales for those 2 colors selected:

 Dynamic data comparisons using disconnected slicers, TreatAs and inactive relationships

Now adding the same measure for Color 2

 Dynamic data comparisons using disconnected slicers, TreatAs and inactive relationships

MoreColorsSelected = CALCULATE(SUM(FactOnlineSales[SalesAmount]),USERELATIONSHIP(MoreColors[ColorName],DimProduct[ColorName]))

As last measure I am adding the remaining sales:

RemainingColors = SUM(FactOnlineSales[SalesAmount])-[ColorsSelected]-[MoreColorsSelected]

Now that I have that I can also add this using stacked charts to create a single bar that is split up dynamically:

 Dynamic data comparisons using disconnected slicers, TreatAs and inactive relationships

Now this works great but I hope you read Marco’s blog post and read his warning, whenever you can you should always use relationships. While I was working on this blog post it dawned on me that we can just as well use Inactive relationships here. So I went to the diagram view and created them:

 Dynamic data comparisons using disconnected slicers, TreatAs and inactive relationships

Then instead of using TREATAS I am using our traditional USERELATIONSHIP instead

MoreColorsSelected = //CALCULATE(SUM(FactOnlineSales[SalesAmount]),TREATAS(VALUES(MoreColors[ColorName]),DimProduct[ColorName]))
CALCULATE(SUM(FactOnlineSales[SalesAmount]),USERELATIONSHIP(MoreColors[ColorName],DimProduct[ColorName]))

this will, only for this measure, activate the relationship and filter the product table with the selects colors. This gives the same results but with better performance, now with a small dataset like this you will never notice any issues but if you use this with billions of rows and complex calculations any performance gain will help. It still shows you that you can use TREATAS in other more interesting scenario’s or example lets say we want to see the sum of sales amount for both selections at the same time. I could write something like this:

MoreColorsSelected2 = var Selections = UNION(VALUES(Colors[ColorName]),VALUES(MoreColors[ColorName]))
return CALCULATE(SUM(FactOnlineSales[SalesAmount]),TREATAS(Selections ,DimProduct[ColorName]))

This will use the UNION of these two values as filter for the ColorName column, now we can extend this to do all kind of cool things here but I will leave that up to your imagination  Dynamic data comparisons using disconnected slicers, TreatAs and inactive relationships

You can download the entire file here: https://github.com/Kjonge/DemoWorkbooks/blob/master/selection.pbix

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Kasper On BI

Dynamic Opportunity for the Dynamics 365/CRM Community at D365UG/CRMUG Summit in Nashville

Summit 2017 CYB CRM7 Border Dynamic Opportunity for the Dynamics 365/CRM Community at D365UG/CRMUG Summit in NashvilleHey y’all!

This fall, step away from your screens, pack up your big ideas, and head to D36UG/CRMUG Summit Nashville, the most comprehensive, impressive, and roarin’ good time conference of the year. As a proud Gold Sponsor, Ledgeview Partners is excited to share this experience with you as we squeeze every last bit of functionality out of the products and get you the ROI you want—and deserve.

Why YOU should attend

D365UG/CRMUG Summit on October 10-13 is THE go-to conference that brings Microsoft Dynamics 365/CRM industry experts, software development vendors, and everyday users together to discuss important issues, trends, product updates, customer pain points, and genuine solutions. The value of this conference is endless!

Here are a few more reasons why you should attend:

  • Geek out over great content: There’s no better instructor than an actual Microsoft Dynamics 365 or Dynamics CRM user. Receive deep level technical training in a focused environment on Dynamics CRM functions and entities that you can utilize every day of the year.
  • Meet & network with your user group buddies: D365UG/CRMUG Summit provides countless opportunities to create lasting relationships by connecting and networking with your Dynamics 365 & CRM peers.
  • Learn from your seriously smart peers: Learn from and connect with Dynamics CRM experts and MVPs on a personal basis.
  • Evaluate and test solutions: Understand third party solutions and learn what they can do for your industry or organization.

>> Save 10% on registration with a code from Ledgeview Partners!

D365UG/CRMUG Summit discounted early bird pricing is available now! Save an additional 10% off your already discounted registration when you use Ledgeview’s exclusive coupon code: PRPLedgeview

So giddy-up, grab your boots, and join Gold Sponsor Ledgeview Partners in Nashville!


D365UG CRMUG Summit Nashville Email Signature Gold 625x105 Dynamic Opportunity for the Dynamics 365/CRM Community at D365UG/CRMUG Summit in Nashville

Ledgeview blk and color dots 300x90 Dynamic Opportunity for the Dynamics 365/CRM Community at D365UG/CRMUG Summit in Nashville

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CRM Software Blog | Dynamics 365

Explicit dynamic analysis

 Explicit dynamic analysis

I have to simulate a blast on a plate, so I require to input time varying pressure force just like a triangular impulse. Can someone guide me through the process or attach the link from where I could learn it in AceFEM.

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Recent Questions – Mathematica Stack Exchange

Tech Tip Thursday: Dynamic Power BI reports using Parameters

Microsoft’s Guy in a Cube has been providing tips and tricks for Power BI and Business Intelligence on their YouTube channel since 2014. Occasionally on Thursdays we highlight a different helpful video from the collection.

Did you know that you can dynamically filter data in Power BI using parameters that are stored in an Excel workbook? In this video, Patrick from Guy in a Cube shows us how, using M Functions within Power Query and a gateway to enable data refresh. Check it out!

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Microsoft Power BI Blog | Microsoft Power BI

DAX “Reanimator” Series, Episode 1: Dynamic TopN Reports via Slicers

Power BI Report thumb DAX “Reanimator” Series, Episode 1: Dynamic TopN Reports via Slicers

Guess how many articles are here on PowerPivotPro.com?  Go ahead and think of a number, I’ll wait.

The answer, at time of writing, is 923.  Rob alone has published 715 articles!  And these date all the way back to 2009.

A lot of these articles are “old,” but folks, the DAX engine is still 99% the same today in Power BI (and Excel 2016) as it was when it first “hit the shelves” in Spring 2010.

The motivation behind this “Reanimator” series, then, is twofold:

  1. Help newer converts/readers rediscover some of the most-awesome techniques previously covered here (without being so lazy as re-posting them in their original form)
  2. “Refresh” those techniques for the brave new world of Power BI (since the vast majority of old articles were written when we only had Power Pivot)

What better way to do that than to re-create those workbooks in Power BI Desktop and embed the report directly…Within. This. Post! wlEmoticon smile DAX “Reanimator” Series, Episode 1: Dynamic TopN Reports via Slicers

A New Age of Self-Service BI Users

I’ve been fortunate enough to be given the honor of sharing with you, our community, all these wonderful posts written by many of our in-house industry experts. Updated in all their glory into the wonderful world of Power BI. Now you can click, slice, interact, touch (…dirty), and drill (dirtier!) with these reports to your hearts desire. Just as the BI gods intended them to be! My hope is that these updates will instill these tools to the growing number self-service BI users just getting into the field and who want to do AWESOME things with their reports.

Highlights From The Original Post(s)

So this update is actually a continuation of not just one…but TWO posts written by Rob in the distance past of 2012 (in technology years that’s basically forever). The two original posts were:

Dynamic TopN Reports Using PowerPivot V2!

Dynamic TopN Reports via Slicers, Part 2

Excel Report thumb DAX “Reanimator” Series, Episode 1: Dynamic TopN Reports via Slicers

Rob demos some pretty ingenious techniques using his (now prolific) disconnected slicers technique to not only control the Top N Number you’d like to see on charts or graphs, but also the Value that you want to see that Top N Number ranked on. I’ve used it in MANY reports I’ve made over the years, always impressing the customers who used them.

Now I don’t want to give too much away in this post, instead directing you back to the walkthrough via the links above. I’m just here to whet your appetite enough with some fancy Power BI Reports, and if you want to learn the DAX code, hop into Rob’s posts.

This “Picture” Below is an Interactive Power BI!

Isn’t Something Missing?

Some of our more avid blog readers may be thinking “wasn’t there a THIRD post about TopN filtering?”. Yes, in fact there was. It was written by guest contributor Colin Banfield and is called Dynamic TopN Reports via Slicers, Part 3. It’s a fantastic post which covers ways to add BottomN metrics, Month/Year slicers, and more. I chose not to use that workbook since I wanted to capture the core story from the original posts written by Rob. If you’re inclined however, I recommend reading all three as they will add real value to your DAX tool belt. Until next time P3 Nation!

Download the Files!

Download the PBIX files

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Why Dynamic Planning And Analysis Optimizes Decisions

273791 273791 l srgb s gl Why Dynamic Planning And Analysis Optimizes Decisions

Gone are the days of a single annual planning cycle. Or at least – those days should be gone.

Planning processes have certainly evolved. Previously, many companies started their planning process in September (assuming a December fiscal year-end), and spent a large part of the fourth quarter on planning iterations. Once the plan was approved, there were few adjustments; however, a significant amount of time was spent on explaining plan/actual differences throughout the year.

As changes in the business environment began to accelerate, companies evolved to a rolling forecast. Instead of waiting until the end of the fiscal year to begin a new planning cycle, companies began to plan and adjust their budgets based on actual data that came in during a financial period, giving them a rolling 12-month forecast.

Today we need real-time planning to account for disruptive business models and sudden changes in demand. This requires organizations to act quickly to make changes to the plan, potentially moving funds due to changes in a business model, customer demand, or other factors.

Levels of planning

Every part of the organization, not just finance, must engage in planning:

  • Finance: There are many ways to plan financial information. Of course, there are balance sheets and P&L financial planning, but also management accounting planning for cost centers, internal orders, profit centers, projects, and dimensions of profitability, including logistics information such as customers, products, and regions.
  • Operations: HR plans for headcount, salary, benefits, and training costs. Sales and marketing departments estimate customer demand, plan for expenses to ensure closed deals, and evaluate product pricing. Meanwhile, manufacturing plans capacity and product mix, as well as any materials they need to procure. In the best case, sales and manufacturing planning complement each other.
  • Organizational hierarchies: Especially in large organizations, business units and subsidiaries also plan, and these plans need to roll up to the corporate level. Similar to intercompany reconciliation of actuals, cross-business adjustments may need to be made.

Integrated planning

A key challenge has always been the siloed nature of planning, both for financial planning as well as the influence of operational planning on finance. In many companies, the different types of planning are performed in a different system or spreadsheet, requiring manual consolidation. And each time there is a change, the reconciliation starts from scratch.

Enter modern finance solutions.

Instead of relying on different systems and manual processes, these solutions enable a single, consolidated view of all planning and forecasting information across all financial, operational, and organizational levels. This includes a rollup of planning information from subsidiaries into corporate planning, as well as automatically including operational plans in financial plans to measure their impact on both the financial and management controlling plans.

And since the same information is used for transactional processing – analytics as well as planning – there is no lag time, ensuring that the most up-to-date information is available at any time. Simulations, what-if analyses, and predictive capabilities allow for the modeling of all planning options.

Before and after

To see how this works, let’s take a look at the planning processes in two organizations. One company – let’s call it Mary’s Manufacturing – has many disparate planning systems, as discussed above. The other, Stephanie’s Software, has implemented a state-of-the-art finance solution. This team is not only capable of consolidating and updating planning information in real time, but can also use sophisticated dynamic planning tools to evaluate the financial impact of all strategic options available.

Consider a merger and acquisition (M&A) scenario. The finance team at Mary’s Manufacturing spends so much time in manual consolidations that they cannot possibly evaluate each M&A scenario. Instead, they must pre-select only a few options, meaning they’re not considering every scenario. On the other hand, Stephanie’s Software, using dynamic planning and predictive tools, can evaluate each and every option, even tweaking individual parameters in the model to determine the most profitable and sustainable scenario for the organization.

At Mary’s Manufacturing, the finance team spends most of their time doing manual consolidation and reconciliation of planning data. This task repeats every time a source plan changes to ensure that financial planning reflects any changes in sales, operational, and HR planning. However, with dynamic planning and forecasting capabilities, the finance team at Stephanie’s Software can add value to the organization by spending the majority of their time in analysis of all potential scenarios. The finance team thus becomes a valuable member of the executive team that can provide answers to “what if” questions immediately, even in an executive boardroom situation.

For more information about solutions that support planning processes, please visit:

Follow SAP Finance online: @SAPFinance (Twitter)  | LinkedIn | FacebookYouTube

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RLink error with dynamic libraries on Mac 10.12 with Mathematica v11

 RLink error with dynamic libraries on Mac 10.12 with Mathematica v11

Yes, there have been a lot of questions on RLink (quite a few on just how to get it working or installing packages). However none directly address loading RLink on MacOS. Older questions Installing R packages using RLink on Mac OS X appear to somehow have RLink working.

When some posts have users with MacOS dealing with difficulty due to RLink, Szabolcs’ post on Setting up RLink for Mathematica has become the default response to these errors. (see here, here, etc)

Namely, it states (for MacOS):

Needs["RLink`"]
SetEnvironment["DYLD_LIBRARY_PATH" -> "/Library/Frameworks/R.framework/Resources/lib"];
InstallR["RHomeLocation" -> "/Library/Frameworks/R.framework/Resources", "RVersion" -> 3]

However, it is stated clearly in the documentation for InstallR:

“RHomeLocation” Automatic location of the root of an external R distribution (currently Windows only)

Running the SetEnvironment command does not seem to cause any errors.

Another previous question Does mathematica 9 on mac depend on these dynamic libraries? has an answer which states:

none of the direct dependencies lies under /usr/local

which, in the terminal, which R is under:/usr/local/bin/R. Honestly, I do not even know if that is relevant.

Does anyone have a fool-proof solution for using RLink on MacOS?

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Recent Questions – Mathematica Stack Exchange

Dynamic Values for Email Templates – Part 2

As a result of some great questions that I received on my first blog, Dynamic Values for Custom Entities in Email Templates, I wanted to write a follow up blog highlighting the resolutions to some of those inquires. I’m going to assume you’ve read the previous entry, which is posted above.

Template Types

When creating a new email template, you first get prompted to select an Email Template Type.

Email template Type 1 Dynamic Values for Email Templates – Part 2

If you select a Template Type aside from Global, you must have a record matching that type in either the Regarding field or any of the Send To, CC, or BCC fields. You will also be able to easily insert dynamic values into the template for that record type. If you so choose, you could write out the dynamic values as I had shown, but it’s much easier to use the out of the box method to select them.

With global templates, you can insert the template regardless of what entity record you select:

Select Record 2 Dynamic Values for Email Templates – Part 2

The Global Template Type is what you’d want to use for custom entities, or any other entity not listed in the template type drop down menu. And just to reiterate, regardless of the way you insert values, whether you use the out of the box insert method or you manually type it in, you can only insert values from one record.

The Inclusion of HTML

There were also some great questions around HTML. For starters, all of these dynamic values can be used, like all templates, with HTML code. For example, if we wanted to bold a dynamic value, we could put the dynamic value between a bold tag, seen here:Dynamic Value Bold 3 Dynamic Values for Email Templates – Part 2

After inserting the template, you’ll notice the bold text is now visible:

Dynamic Value Bolded 4 Dynamic Values for Email Templates – Part 2

Furthermore, if you have a field value that is a URL, you can insert this value into the href on an anchor tag and create a dynamic hyperlink in your email:

Field Value URL 5 Dynamic Values for Email Templates – Part 2

This will be displayed as:

Field Value URL Result 6 Dynamic Values for Email Templates – Part 2

Dynamic URL Pointing to CRM Record

Someone asked about creating a dynamic URL that pointed to an actual record within Dynamics CRM. I was optimistic that something similar to the ‘Record URL (Dynamic)’ that you can find when creating a dialog existed. But unfortunately, this isn’t the case.

However, I did find a work around! In order to open a record with a URL, all you need is the server name (which is just your CRM URL), the entity logical name, and the entity ID. Then using those three components, we can include them within our href on our anchor tag:

{Server Name}/main.aspx?id={Entity Id}&newWindow=true&etn={Entity Name}&pagetype=entityrecord

*Note: You might notice we have a few other options. “newWindow=true” just means we want to open this URL in a new window. “Pagetype=entityrecord”, just means we want to open the entity record.

We should know the Entity Logical Name already. If not, it should be easy to find, and looking at the URL, we can get the Server Name. So the only thing we are missing is the Entity Record ID, but we can get this using our dynamic value. Usually (you may need to check the fields on your entity to confirm this), the ID field is the entity name plus ‘id’. For my football team entity, this field is new_footballteamid. If we let our server have the IP name of 192.168.1.1, we now have all the information we need to create the URL and insert it into the href of our anchor tag.

Server IP Name 7 625x72 Dynamic Values for Email Templates – Part 2

This will be displayed as:

Server IP Name 8 Dynamic Values for Email Templates – Part 2

Well that’s all for now. As always, please don’t hesitate to ask any questions!

-Go Broncos

Written By Mike Watt, Developer at Rockton Software, a Microsoft Dynamics CRM add-on provider.

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The CRM Minute: Office 365 and Dynamics 365 – The New “Dynamic” Duo [VIDEO]

CRM Min O365 MSDyn365 800x600 300x225 The CRM Minute: Office 365 and Dynamics 365 – The New “Dynamic” Duo [VIDEO]

Office 365 and Dynamics 365 go together like peanut butter and jelly, which means that here at PowerObjects, we love talking about BOTH! In today’s episode of The CRM Minute, we’ll hear from Genya, our Office 365 superhero, on Office 365 and Dynamics 365 and the role they play with each other within the Microsoft ecosystem.

As you can see, you really do get more out of your CRM for Dynamics 365 platform by taking advantage of the features and functionality included within Office 365. To learn more about this topic, make sure to sign up for Genya’s webinar, and if you can’t make the webinar date and time, don’t sweat it! We record all of our webinars so that they are available on demand. Register for a webinar and we’ll send you the content after the event.

Happy CRM’ing!

Additional Resources

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PowerObjects- Bringing Focus to Dynamics CRM