Ideas & Challenges

Adding new custom fields to the edison365ideas PowerBI template

Due to the SharePoint API limitations, Power BI reports have to restrict the fields returned from the list. To add custom fields in you will need to use the advanced editor and update the REST API query as seen below:

  1. Steps to include an ideas custom column. Click the Advanced Editor:

    1. Power Query Editor 
Home 
Transform 
Add Column 
Data source 
settings 
Data Sources 
View 
Manage 
Parameters 
Parameters 
123 
12 
2 
4 
6 
7 
Tools 
Refresh 
Preview β€’ 
Help 
New Recent Enter 
Source β€’ Sources Data 
New Query 
eries [29] 
Parameters [4] 
Efi siteUrl 
Properties 
Advanced Editor 
Manage β€’ 
Query 
Choose Remove 
Columns β€’ Columns 
Manage Columns 
Keep Remove 
Rows β€’ Rows β€’ 
Reduce Rows 
Split 
Column 
Sort 
Table. RemoveC01umns(#"Changed Type" , {"edisonShortLink% 
Grou 
"edisc 
gamificationEnabled (FALSE) 
Efi sqlServer (.β€ž) 
Z] sqlDatabase 
Ideas [14] 
Cl Ideas 
25 
26 
27 
28 
30 
31 
32 
123 Idea Title 
Have a recycle bin on every floor 
Keep fresh fruits in the pantry on every floor 
Introduce flexible work timing 
Consider clearing up more space for an office garden 
change expense policy 
Run a quarterly hackathon competitions 
Cycle to work scheme
  2. This opens a new window:

    1. γ„— p uaaq ~ q ON 
seapl 
; pa p δΈ¨
  3. Scroll the window to the end of the Select query on the second line and add a comma as seen below:

    1. Display Options 
'pe , Li kesCount , Rati ngCount , AverageRating , edi sonShortLi nk , edisonViews , edisonlma 
Expand=edisonIdeaStage" , 
null, 
[Implementation= 
"2.0"]), 
IUniqueUserViews" 
{ "edisonViews " , 
"Modified" , 
"Views " 
"Created", "Content Type" , 
"edi sonldeaStage " } ) , 
{ " AverageRating" , 
" Average 
Rating"} ' 
{ "RatingCount " , 
"Rating Count"}, 
1 
{"edisonIdeaStage. Title", "Idea Stage"}} ) '
  4. Now type the name of the new SharePoint column that you want to include in the report, if you are unsure of the column name you can navigate to the Fields admin in the edison365ideas UI, click the Idea Fields tab then find the field you want to include in the Power BI Report and copy the β€œSharePoint Field” value as seen below:
    1.  
      ADD HELD 
Name 
Title 
Image 
Description 
Categories 
Owners 
Discussion Enabled 
Stage 
Created By 
Created Date 
Modified By 
Modified Date 
Cost 
Title 
edisonlmage 
edisonDescription 
edisonCategories 
edisonOwners 
edisonDiscussionEnabled 
edisonideaStage 
Author 
Created 
Editor 
Modified 
IdeaNumber01 
snarepojnt Field Type 
Single line of text 
picture 
Multiple lines of text 
Lookup multi 
User Multi 
Yes/No 
Lookup 
user 
Date time 
User 
Date time 
Number 
Edison Control Type 
Textbox 
Image 
Rich text editor 
Multi select 
People picker 
Togge button 
Internal 
Internal 
Internal 
Internal 
Internal 
Number 
Q VIEW 
Q VIEW 
VIEW 
Q VIEW 
Q. VIEW 
Q VIEW 
Q VIEW 
Q, VIEW 
VIEW 
VIEW 
VIEW 
Q VIEW 
X DELETE 
EDIT
    2. Add the column to the query in Power Query:Display Options β€’ 
[Implementation=" 
ting, edisonShortLink , ed isonViews , edisonlmag 
ted", "Content Type", "edisonIdeaStage"}), 
IdeaNumberØI 
Expand=edisonIdeaStage" , 
null, 
ageRating" , 
"Average Rating"}, {"RatingCount", "Rating Count"}, 
{"edisonIdeaStage. Title", "Idea Stage"}})'
    3. Click Done
  5. Now double click the β€œRemoved Other Columns” step and select the new column to include

    1. o Iurnn! 
01104 
29148 
41174 
x 
Choose Columns 
Choose the columns to keep 
(Select All Columns) 
Combine Files 
Combine 
Azure Machine Learning 
AJ Insights 
Image" , 
"edisonDescription" , 
Content Type 
Record 
Record 
Record 
Record 
Record 
Record 
Record 
Record 
Record 
Record 
Record 
Record 
Record 
Record 
Record 
Record 
Record 
Record 
Record 
Record 
Record 
Record 
Query Settings 
PROPERTIES 
Name 
Ideas 
All properties 
' APPLIED STEPS 
Source 
X Removed Other Columns 
Renamed Columns3 
Expanded edisonldeaStage 
Expanded edisonlmage 
Renamed Columnsl 
Added Link 
Changed Type 
Removed Columns 
x 
Title 
edisonChallengeld 
edisonlmage 
edisonDescription 
edisonIdeaStageld 
edison\.news 
LikesCount 
RatingCount 
AverageRating 
edisonShortLink 
edisonUni ueU 
IdeaNumber01 
Modified 
Created 
ContentType 
edisonldeaStage 
lews 
Record 
03/05/2016 
03/05/2016 
03/05/201613:01:51 
03/05/2016 
29/0.4/2016 
03/05/2016 
Record 
29/04/ 
Record 
edis 
Recod 
Recofi 
Reco 
Reco 
Reco 
Recou 
Reco 
Reco 
Reco 
Reco 
Reco 
Reco
  6. The column will now be available in the dataset query, change the Type and Rename as needed:123 Average Rating 
null 
null 
null 
null I 
null 
null 
null 
null 
null 
null 
null 
IdeaNumber01 
123 
31 
null 
null 
null 
null 
null 
null 
null 
null 
null 
null 
null 
Modified 
null 
null 
null 
null 
null 
null 
null 
null 
null 
null 
null 
null 
null 
null 
null 
10000 
10000 
Created 
04/08/2021 
28/07/2021 
23/08/2021 
16/07/2021 
03/11/2021 
16/07/2021 
16/07/2021 
16/07/2021 
08/11/2021 
16/07/2021 
23/08/2021 
16/07/2021 
16/07/2021 
18/01/2022 
16/07/2021 
17/11/2021 
04/01/2022 
19/11/2021 
16/07/2021 
16/07/2021 
ABC 
03/05/2016 
03/05/2016 
03/05/2016 
03/05/2016 
15/07/2016 
03/05/2016 
18/11/2016 
14/11/2016 | 
03/05/2016 
13/07/2016 
29/04/2016 
03/05/2016 
03/05/2016 
03/05/2016 
22/11/2016 
23/11/2016 
29/04/2016 
03/05/2016 
30/11/2016 
30/11/2016 
" PROPERTIES 
Name 
Ideas 
All Properties 
APPLIED STEPS 
Source 
Renamed Columr 
Removed Other ( 
Expanded Conter 
Renamed Colum 
Expanded edison 
Expanded edison 
Renamed Columt 
Added Link 
Changed Type 
Removed Columt
  7. Certain columns such as People columns will require the REST query in step 4.b to include an expand, for example:

    1. 5, edisonlmage, IdeaNumber01 Ideal-Jser01/Tit1e 
"edi sonldeaStage " } ) , 
qpe" 
{"RatingCount", "Rating Count"}, 
Expand=edisonIdeaStag 
IdeaUserO 
null, 
{"edisonIdeaStage.Tit1e", "Idea Stage"}} %
    2. Then expand the data in the query:disonShortLink% 
" edisonUniqueUserViews" , 
" edisonIdeaStage. 
01 3 Idea Stage 
Idea User01 
(Select All Columns) 
Title 
Use original column name as prefix 
Id"}) 
23 Link 
https://links.edison365.com/8j2QVq 
https://links.edison365.com/M1130i 
https://links.edison365.com/QmtUhp 
https://links.edison365.com/DYbyla 
https://links.edison365.com/7wuh18 
https://links.edison365.com/WMBlAC 
https://links.edison365.com/jbspa6 
https://links.edison365.com/YmPYtN 
https://links.edison365.com/9QC7Wb 
https://links.edison365.com/2eCvKr 
https://links.edison365.com/aw9u5T 
https://links.edison365.com/SrmSyE 
PRC 
Nan 
All 
APF 
Under Review 
New Idea 
Under Review 
Record 
Record 
Record
  8. The same steps are required to add Challenge columns into the Challenges dataset query.