Revised per 1847813

Author: Mattp123

powerapps-docs/maker/common-data-service/data-platform-powerbi-connector.md

@@ -1,84 +1,82 @@
 ---
-title: Create a PowerBI report | Microsoft Docs
-description: Connecting to your data from PowerBI Desktop using the Common Data Service connector.
-author: lancedMicrosoft
-manager: kfile
+title: Create a PowerBI report using the Common Data Service connector | Microsoft Docs
+description: Connecting to your data from Power BI Desktop using the Common Data Service connector.
+author: Mattp123
+manager: kvivek
 ms.service: powerapps
 ms.component: cds
 ms.topic: conceptual
-ms.date: 05/21/2018
-ms.author: lanced
+ms.date: 05/26/2020
+ms.author: matp
 search.audienceType: 
   - maker
 search.app: 
   - PowerApps
   - D365CE
 ---
-# Create a Power BI report
-Common Data Service allows you to connect directly to your data using Power BI Desktop to create reports and publish them to Power BI. From Power BI, reports can be used in dashboards, shared to other users and accessed cross platform on Power BI mobile apps.
+# Create a Power BI report using the Common Data Service connector
+Common Data Service allows you to connect directly to your data using Power BI Desktop to create reports and publish them to Power BI. From Power BI, reports can be used in dashboards, shared to other users, and accessed cross platform on Power BI mobile apps.
 
 ![Power BI Desktop](./media/data-platform-cds-powerbi-connector/PBIDesktop.png "Power BI Desktop")
 
 ## Prerequisites
 
-To use Power BI with the Common Data Service, you need the following:
+To use Power BI with Common Data Service, you need the following items:
 
 * Download and install Power BI Desktop, which is a free application that runs on your local computer. You can download Power BI desktop [here](https://powerbi.microsoft.com/desktop/).
 * Common Data Service environment with maker permissions to access the portal and read permissions to access data within entities.
 
 ## Finding your Common Data Service Environment URL
 
-1. Open [Power Apps](https://make.powerapps.com/?utm_source=padocs&utm_medium=linkinadoc&utm_campaign=referralsfromdoc) and select the environment you're going to connect to and click the **settings gear** in the top right corner, and click **Advanced customizations**
+1. Open [Power Apps](https://make.powerapps.com/?utm_source=padocs&utm_medium=linkinadoc&utm_campaign=referralsfromdoc), select the environment you're going to connect to, select **Settings** in the top-right corner, and then select **Advanced settings**.
 
-    ![Common Data Service Environment](./media/data-platform-cds-powerbi-connector/CDSEnv1.png "Common Data Service Environment")
+   <!-- ![Common Data Service Environment](./media/data-platform-cds-powerbi-connector/CDSEnv1.png "Common Data Service Environment") -->
 
-2. Click **Resources** under the Developer resources section which will open a new tab.
-
-    ![Common Data Service Environment](./media/data-platform-cds-powerbi-connector/CDSEnv2.png "Common Data Service Environment")
-
-3. Copy the root of the URL in the new tab, this is the unique URL for your environment. The URL will be in the format of **https://yourenvironmentid.crm.dynamics.com/** make sure not to copy the rest of the URL. Keep this somewhere handy so you can use it when creating your PowerBI report.
+2. In the new browser tab that opens, copy the root of the URL. This is the unique URL for your environment. The URL will be in the format of **https://yourenvironmentid.crm.dynamics.com/**. Make sure not to copy the rest of the URL. Keep this somewhere handy so you can use it when creating your Power BI reports.
 
     > [!div class="mx-imgBorder"] 
-    > ![Common Data Service Environment](./media/data-platform-cds-powerbi-connector/CDSEnv3.png "Common Data Service Environment")
+    > ![Common Data Service Environment](./media/data-platform-cds-powerbi-connector/CDSEnv3.png "Common Data Service environment URL")
 
 ## Connecting to Common Data Service from Power BI Desktop
 
-1. Launch **Power BI Desktop**, if it's your first time you may be prompted with a Welcome screen or taken straight to a blank canvas - either way, click **Get Data** and select **More** to open the full list of data sources available for Power BI Desktop.
+1. Open **Power BI Desktop**. Select **File** > **Get Data** and then select **Get data to get started** to open the full list of data sources available for Power BI Desktop.
 
-    ![Power BI Desktop](./media/data-platform-cds-powerbi-connector/CreateReport1.png "Power BI Desktop")
+    <!-- ![Power BI Desktop](./media/data-platform-cds-powerbi-connector/CreateReport1.png "Power BI Desktop") -->
 
-2. Click **Online Services** and **Common Data Service (Beta)** from the list of connectors. Click **Connect**.
+2. Type *common* in the **Search** box, select **Common Data Service**, and then select **Connect**.
 
-    ![Power BI Desktop](./media/data-platform-cds-powerbi-connector/CreateReport2.png "Power BI Desktop")
+    > [!div class="mx-imgBorder"] 
+    > ![Power BI Desktop connect to Common Data Service](./media/data-platform-cds-powerbi-connector/CreateReport2.png "Power BI Desktop connect to Common Data Service")
 
-3. Paste in your **Common Data Service Environment URL** into the **Server URL** field and click **Ok**. If this is your first time, you'll be prompted to log in using the same credentials you use to connect to Power Apps and Common Data Service.
+3. In the **Common Data Service** dialog box that appears, paste in your Common Data Service environment URL into the **Server Url** box and select **OK**. You might be prompted to sign in using the same credentials you use to connect to Power Apps and Common Data Service. Select **Connect**.
 
-    ![Power BI Desktop](./media/data-platform-cds-powerbi-connector/CreateReport3.png "Power BI Desktop")
+   <!-- ![Power BI Desktop](./media/data-platform-cds-powerbi-connector/CreateReport3.png "Power BI Desktop") -->
 
-4. The Navigator will show you all entities available for your environment grouped into three folders. Expand the **Common Data Model** folder.
+4. The **Navigator** displays all entities available for your environment grouped into two folders. 
 
-    * Common Data Model - these are standard entities which are commonly used and available in all environments as part of the Common Data Model.
-    * Custom Entities - are entities that you have created or imported in your environment.
-    * System - contains all entities in your environment, including the Common Data Model and Custom entities.
+    * Entities - are standard entities and custom entities that you have created or imported in your environment.
+    * System - contains all entities in your environment, including system entities.
 
-    ![Power BI Desktop](./media/data-platform-cds-powerbi-connector/CreateReport4.png "Power BI Desktop")
+   <!-- ![Power BI Desktop](./media/data-platform-cds-powerbi-connector/CreateReport4.png "Power BI Desktop") -->
 
-5. Select the **Account** entity to see a preview of your data in the right pane, and click **Load**.
+5. Select the **Account** entity to see a preview of your data in the right pane. Select **Load**.
 
-    ![Power BI Desktop](./media/data-platform-cds-powerbi-connector/CreateReport5.png "Power BI Desktop")
+    > [!div class="mx-imgBorder"] 
+    > ![Load account entity records](./media/data-platform-cds-powerbi-connector/CreateReport5.png "Load account entity records")
 
-6. Your entity is now loaded into your report, and you can begin building reports, or repeat this process to add additional entities.
+6. Your entity is now loaded into your report, and you can begin building reports, or repeat the previous steps to add additional entities.
 
-    ![Power BI Desktop](./media/data-platform-cds-powerbi-connector/CreateReport6.png "Power BI Desktop")
+   <!-- ![Power BI Desktop](./media/data-platform-cds-powerbi-connector/CreateReport6.png "Power BI Desktop") -->
 
-7. Click the **Name** field in Field panel to add a new visualization to your report canvas. You can now repeat this process and change visualizations to build your report.
+7. In the **Fields** pane, select the **name** field and then select the **numberofemployees** field. In the **Visualizations** pane, select **Pie chart**. This adds a new visualization to your report canvas. 
 
-    ![Power BI Desktop](./media/data-platform-cds-powerbi-connector/CreateReport7.png "Power BI Desktop")
+    > [!div class="mx-imgBorder"] 
+    > ![Power BI Desktop visualization](./media/data-platform-cds-powerbi-connector/CreateReport7.png "Power BI Desktop visualization")
 
 
-## Using Option sets
+## Using option sets
 
-Options sets are used in entities to provide a drop down list of values to a user in apps and flows. When using the Power BI connector option set fields will be presented as two columns to show both the unique value, and the display value.
+Options sets are used in entities to provide a drop-down list of values to a user in apps and flows. When using the Power BI connector option set fields will be presented as two columns to show both the unique value, and the display value.
 
 As an example, if you had an option set on your entity called ApprovalStatus, you would see two fields in Power BI:
 
@@ -94,13 +92,13 @@ As an example, if you had an option set on your entity called ApprovalStatus, yo
 
 ## Navigating Relationships
 
-Relationships in Common Data Service require you to create a relationship within PowerBI desktop between the two entities using a GUID field, this is a system generated unique identifier that ensures relationships are created for the create records where ambiguity or duplication may exist with other fields. You can read more about managing relationships in Power BI desktop [here](https://docs.microsoft.com/power-bi/desktop-create-and-manage-relationships).
+Relationships in Common Data Service require you to create a relationship within Power BI desktop between the two entities using a GUID field, this is a system-generated unique identifier that ensures relationships are created for the create records where ambiguity or duplication may exist with other fields. You can read more about managing relationships in Power BI desktop [here](https://docs.microsoft.com/power-bi/desktop-create-and-manage-relationships).
 
-While some relationships may be automatically created, you can still review and ensure the correct relationships are established when creating your report :
+While some relationships may be automatically created, you can still review and ensure the correct relationships are established when creating your report:
 
 * The lookup field on the entity will contain the GUID of the record in the related entity.
-* The related entity will have a field in the format "[EntityName]id" which contains the GUID, for example Accountid or MyCustomEntityid
-* Using the PowerBI desktop Manage Relationships feature, you would create a new relationship between your lookup field, and the id field on the related entity.
+* The related entity will have a field in the format "[EntityName]ID" that contains the GUID, for example Accountid or MyCustomEntityid
+* Using the Power BI desktop Manage Relationships feature, you would create a new relationship between your lookup field, and the id field on the related entity.
 
 
 ## Next steps