---
title: A01_Getting to know Fabric Link
tags: 
author: [Eiki Sui](https://www.docswell.com/user/marshal_dabao)
site: [Docswell](https://www.docswell.com/)
thumbnail: https://bcdn.docswell.com/page/4JM2RY95JW.jpg?width=480
description: Fabric CATのScott Sewell氏によるFabric Linkの始め方
published: February 26, 25
canonical: https://www.docswell.com/s/marshal_dabao/57RLDJ-2025-02-26-113739
---
# Page. 1

![Page Image](https://bcdn.docswell.com/page/4JM2RY95JW.jpg)

GLOBAL
POWER PLATFORM
BOOTCAMP 2025
Japan
Intro to Microsoft Fabric:
Drive insights &amp; action from D365 and
Power Platform
Scott Sewell
Principal Program Manager
Microsoft Fabric CAT
#GlobalPowerPlatformBootcamp
#GPPB2025
#GPPB2025JP


# Page. 2

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The need for businesses to link people, data, and processes
is greater than ever before
71%
77%
86%
Businesses are not able to
respond quickly enough to
changing market conditions,
with 71% reporting low agility1
Percentage of businesses that
reported experiencing a skills
shortage in 20232
See scalability and the ability to
grow and adapt with the
business, as key to success1
1Business Agility Institute
2Forbes
3
Microsoft Fabric


# Page. 3

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The starting line
A complex, organically evolved data estate
Several
Business team
Business team
Business team
Tech team
Tech team
Vendor 4: Compute and serving
Vendor 4: Compute and serving
Vendor 3: Data management
Vendor 3: Data management
Vendor 2: Storage
Vendor 2: Storage
Vendor 1: Ingestion
Vendor 1: Ingestion
Enterprise data sources
4
Microsoft Fabric
1
Data copies and infrastructure
inefficiencies
2
Limited interoperability between
vendor services
3
Data exposure risks


# Page. 4

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Customers enhancing their data estate face immense complexity
5
Microsoft Fabric


# Page. 5

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Value
Application config
BizApps:
• Web Servers
• Applications
• SQL Servers
• Authentication
• Exchange
Infrastructure
6
Microsoft Fabric
Business Intelligence Config
Data &amp; AI :
• ETL Tooling
• Data Storage • Analytics Engine
• Datawarehouse • Reporting
Infrastructure


# Page. 6

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Value
Business Intelligence Config
Application config
BizApps:
• Web
Servers
• Applications
7
Microsoft Fabric
• SQL Servers
• Authenticatio
n
• Exchange
SaaS
Data &amp; AI :
• ETL Tooling
• Data Storage • Analytics Engine
• Datawarehouse • Reporting
Infrastructure


# Page. 7

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Value
Application config
BizApps:
• Web
Servers
• Applications
8
Microsoft Fabric
• SQL Servers
• Authenticatio
n
• Exchange
SaaS
Business Intelligence Config
Data &amp; AI :
• ETL Tooling
• Data Storage • Analytics Engine
• Datawarehouse • Reporting
SaaS


# Page. 8

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Microsoft Fabric
Data
Factory
Data
Engineering
Data
Warehouse
Data
Science
Copilot in Fabric
OneLake
Microsoft Purview
9
Microsoft Fabric
Real-Time
Intelligence
Power
BI
Partner &amp;
Industry
workloads


# Page. 9

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Dataverse-Fabric Modules:


# Page. 10

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Dataverse to
Fabric Options:


# Page. 11

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Three Options for Dataverse-Fabric
Power Apps
Dynamics 365
Sales
Dataverse +
Microsoft OneLake
“Fabric Link”
Dynamics 365
Customer
Service
Dynamics 365
Field Service
TDS Endpoint (SQL)
Dynamics 365
Marketing
Dynamics 365
Finance &amp;
Supply chain
Azure Storage +
Azure Synapse + Spark
“Synapse Link”


# Page. 12

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TDS Endpoint
Fabric
Dataverse
App
Layer
Database
Workspace


# Page. 13

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Azure Synapse Link – Delta Lake
Fabric
Dataverse
Workspace
Database
App
Layer
Lakehouses
CSV
SparkSynapse
Delta Parquet


# Page. 14

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Fabric Link
Fabric
Dataverse
Workspace
Database
Delta Parquet
App
Layer
Lakehouses
•
•
•
•
•
Compressed to 15%-33% of database
Includes Long Term Retention
Hourly incremental refresh
Compute is included in ‘storage’
No Azure resources consumed


# Page. 15

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Costs associated with Fabric Link vs Synapse Link
Dataverse
Fabric
Workspace
Workspace
Database
Lakehouse
Delta
Parquet
Billed as Dataverse “database” Storage
(includes compute)
Fabric
Dataverse
Lakehouse
Database
CSV
Spark Synapse
Delta
Parquet
Compute and Storage billed by Azure + costs
of customer’s own management of Azure.


# Page. 16

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+
Dataverse - Fabric Link
Rich Business Data for AI transformation
Dataverse→Lakehouse
Dataverse
Shortcuts
Import
Semantic Models
Raw
Curated
Power BI
Reports


# Page. 17

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+
Dataverse - Fabric Link
Rich Business Data for AI transformation
Dataverse→Lakehouse
Dataverse
Shortcuts
Views
Import
Semantic Models
Raw
Enriched
Curated
Power BI
Reports


# Page. 18

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+
Dataverse - Fabric Link
Rich Business Data for AI transformation
Dataverse→DataWarehouse
Fabric Data
Agents
Copy Job
Dataverse
Fast Fabric
Short-cuts
Raw
Views
Enriched
Curated
Tables
Curated
DirectLake
Semantic Models
Power BI
Reports


# Page. 19

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+
Dataverse - Fabric Link
Rich Business Data for AI transformation
Engineering Workspace
Dataverse
Consumption Workspace(s)
Fabric Data
Agents
Copy Job
Fast Fabric
Short-cuts
Views
Curated
Tables
DirectLake
Semantic Models
Raw
Enriched
Curated
Power BI
Reports


# Page. 20

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+
Dataverse - Fabric Link
Rich Business Data for AI transformation
Consumption Workspace(s)
Fabric Data Agents
Curated
Tables
DirectLake
Engineering Workspace
Semantic Models
Copy Job
Power BI Reports
Consumption Workspace(s)
Dataverse
Fast Fabric
Short-cuts
Fabric Data Agents
Views
Curated
Tables
DirectLake
Semantic Models
Raw
Enriched
Curated
Power BI Reports


# Page. 21

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+
Dataverse - Fabric Link
Rich Business Data for AI transformation
Consumption Workspace(s)
Fabric Data Agents
Curated
Tables
Engineering Workspace
DirectLake
Semantic Models
Power BI
Reports
Consumption Workspace(s)
Dataverse
Copy Job
Fast Fabric
Short-cuts
Fabric Data Agents
Views
Curated
Tables
DirectLake
Semantic Models
Raw
Enriched
Curated
Power BI
Reports


# Page. 22

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DataverseFabricLink
Configuration


# Page. 23

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Creating the Microsoft OneLake / “FabricLink”
Pre-Requisites
oDataverse
o You must have the System Administrator security role in the Dataverse environment.
oFabric Capacity
oYou must be an administrator of the Power BI workspace.
o Currently, the system supports these premium capacity SKUs: &quot;P1&quot;, &quot;P2&quot;, &quot;P3&quot;, &quot;P4&quot;, &quot;P5&quot;,
&quot;F2&quot;, &quot;F4&quot;, &quot;F8&quot;, &quot;F16&quot;, &quot;F32&quot;, &quot;F64&quot;, &quot;F128&quot;, &quot;F256&quot;, &quot;F512&quot;, &quot;F512&quot;, &quot;F1024&quot;, &quot;F2048&quot;,
&quot;DCT1&quot;, &quot;FT1.&quot;


# Page. 24

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Setup Fabric Link – Create the Workspace
• Create a Fabric
Workspace to hold the
FabricLink Lakehouse.
• Name it / add an icon
• Ensure it’s set to ‘Trial’
or ‘Fabric’
• Pin your Workspace to
your favorites


# Page. 25

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Pin the Azure Synapse Link in Maker App
• Https://Make.PowerApps.Com
• Add the Azure Synapse
Link panel to your list of
tools in the Maker Portal
• You can use the “New
Link” to determine your
Dataverse’s Region / Geo
• New link starts the “Azure
Synapse Link” Wizard
• This page will be where we
manage Fabric Link


# Page. 26

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Launch the Wizard
• Open the maker portal –
ensure that you’re on
the right Dataverse org.
• From “Tables” go to the
“Analyze” menu and
choose “Link to
Microsoft Fabric”


# Page. 27

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Setup Fabric Link – Connection Settings
• Organizational Account
• Sign in with your Entra ID


# Page. 28

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Setup Fabric Link – Choose Fabric Workspace
• Select from drop-down


# Page. 29

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Setup Fabric Link – Review and create
• This can take time to
complete – be patient.
• It will eventually open to
the Fabric Workspace –
but the shortcuts won’t
be finished being
created – give it time.
• This first synch will take
time – maybe even
several hours if you have
lots of data – Be patient.
Let it ‘cook’


# Page. 30

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Setup Fabric Link – Back to the Maker Portal
• On Azure Synapse Link, you’ll
now see the link to “Microsoft
OneLake” – This is your
gateway to your FabricLink
environment.
• Click on Tables to view the list
of tables and their status. –
Again, this does take time if
you’re first setting it up.
• The toolbar here gives you
• Refresh (this page)
• Manage Tables
• Refresh Fabric tables (update
metadata in Fabric)
• Unlink
• View in Fabric


# Page. 31

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Setup Fabric Link – Refresh Fabric Tables
• Once the Sync status is
Active for tables, Click
Refresh Fabric tables
• This might take waiting
on another refresh cycle
before the metadata is
fully ready for Fabric.


# Page. 32

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Setup Fabric Link – Refresh Lakehouse in Fabric
• Unidentified = metadata
hasn’t been provided or
refreshed yet.
• Click “Refresh” in the
toolbar to have the
lakehouse re-read the
deltalake
• Now you should start
seeing data


# Page. 33

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Explore the data
https://github.com
/MScottSewell
/Dynamics365-Fabric-in-a-Day


# Page. 34

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Explore the data in the Fabric SQL endpoint
You can use the query editor
inside the Fabric SQL
analytics endpoint
Things to note:
• Field and table names are
C a S e S e N S i T i Ve
• Filter on (IsDelete IS NULL
OR IsDelete =0) to
eliminate deleted records
• If you have
LongTermRetention turned
on you, can filter out
archived rows with:
(msft_datastate = 0 OR
msft_datastate IS NULL)


# Page. 35

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Explore the data in the Fabric SQL endpoint
• Click on the Blue Gear
to open the settings
• The Lakehouse “Name”
≈ SQL database
• The Workspace’s SQL
Connection string ≈ SQL
Server


# Page. 36

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Explore the data in Visual Studio Code as SQL
• Prerequisite: Visual Studio
Code with the SQL Server
(MSSQL) extension
installed.
• Create a new connection
• Add the Server Name
(SQL connection)
• Add the Database Name
(Lakehouse name)
• Set the Authentication as
Microsoft Entra Id and
select your credentials.
• Give it a friendly name for
your convenience.


# Page. 37

![Page Image](https://bcdn.docswell.com/page/PEXVRQ337X.jpg)

Explore the data in Visual Studio Code as SQL
• Click on the connection and
choose “New Query”
• Write a quick query for a table
to see the results
SELECT
Base.name
, Base.address1_city
, Base.address1_stateorprovince
, Base.address1_country
, Base.revenue
FROM account AS Base
WHERE
Base.IsDelete IS NULL
• Be sure to filter out the deleted
rows (which are mostly blank)
with the “IsDelete IS NULL OR
IsDelete =0” clause
• Copilot IntelliSense is, at
times, so good it’s creepy


# Page. 38

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Bonus Topic – Logical field names for SQL Queries
• Use the Power Apps
Maker Portal.
• Edit a field to see the
logical name associated
with a field.


# Page. 39

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Bonus, Bonus Topic – Logical field names for SQL
• Use the “Level up for
Dynamics 365/Power
Apps” Browser Plugin
• Click on the Rocket Icon
in the browser
• Choose to view Logical
Field Names


# Page. 40

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Dataverse
Security
Considerations


# Page. 41

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Complex security configurations in
Dataverse are like beautiful
snowflakes…
…as long as you’re not the
one holding the shovel.


# Page. 42

![Page Image](https://bcdn.docswell.com/page/2EVDRV4REQ.jpg)

Three types of security in a
Dataverse-Power BI report
• Direct Query through TDS
• Data retrieved from Dataverse at run-time using the
user’s credentials
• Row-Level in Semantic Layer
• Visibility is controlled through attributes and rules in the
report (RLS)
• Test against a territory/owner/division etc. associated
with the viewer.
• Report Level
• If the user can see the report, they can see any data in it.
• Reports can be restricted to individual users or groups
• Reports might only show data at aggregate levels
Beware of any open-ended, unqualified
“Just duplicate Dataverse security” Requirement


# Page. 43

![Page Image](https://bcdn.docswell.com/page/57GYML167L.jpg)

Row-Level Security Demo
• Filters engaged by
comparing the logged
on user’s
UserPrincipleName() to
a value (domainname)
in a table, then applying
a rule with that value.


# Page. 44

![Page Image](https://bcdn.docswell.com/page/4EQMRYD2JP.jpg)

Security in Dataverse-Power BI Reports
Report-Level
Row-Level
• Lowest Effort
• Fastest Speed
• Massive Datasets
• “Executives”
• Challenging
• Complexity affects
speed
• Partitioned
Results
• “Teams”
TDS/SQL
Direct Query
• Slowest
• 1:1 match with
Dataverse
• Individualized
Data
• “Front-Line”
employees
• TDS/SQL
connection only


# Page. 45

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Building Your
Power BI Report
on DataverseFabric Data


# Page. 46

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Demo Sales
Report


# Page. 47

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Step 1 – Gather Requirements
Focus, Focus, Focus
Start small and iterate
Try to anticipate re-usability


# Page. 48

![Page Image](https://bcdn.docswell.com/page/47ZKRLPN73.jpg)

Step 2 – Create the views
Build views to return only the data you want, formatted and named for end-user convenience
• Limit the number of fields to only required ones
• Any field presented to the user, alias it with the friendly name
• Add DateTime conversion to a Date-Only in your Time zone
• Ensure you’re using Currency _base fields
• Join the stringmap to get choice values
• Filters:
• Exclude Deleted
• Exclude Inactive Records as appropriate
• Exclude Measures with no Facts
• Date Boundaries for report scope
• Include/Exclude LTR archived records


# Page. 49

![Page Image](https://bcdn.docswell.com/page/YJ6QRWM9JV.jpg)

Create the Report from Power BI Desktop
• OneLake data Hub
• Select your lakehouse
• Connect to SQL
endpoint
---Supply Credentials and wait---
• Choose the views
• Click Transform Data
• Select Import or
DirectQuery


# Page. 50

![Page Image](https://bcdn.docswell.com/page/GJ5R8MZD74.jpg)

Suggested – Create Parameter for Lakehouse and
Database
• Add 2 new parameters
• FabricSQLConnection
• FabricLakehouseName
• Open the SQL Endpoint
• Click on the Gear Icon
• Update the 2nd line of
each query to use the
parameters instead of
hardcoding the values.


# Page. 51

![Page Image](https://bcdn.docswell.com/page/9E2DK9PMER.jpg)

Alternate Approach – Embed the Query directly in
the Report
• You can create a Semantic
layer with the query directly in
it.
• Wrap the SQL query in a
slightly different PowerQuery
step.
• The [EnableFolding=true] hint will
try to wrap any subsequent
PowerQuery steps into the
main query and retrieve it all
at one time.
• Upside, it’s self-contained
and doesn’t require anything
on the server / downside


# Page. 52

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Add a Calendar -Download Bravo from https://bravo.bi
• Disable Auto date/time in
Options for report (and as
a default)
• Allow Bravo to create a
date table
• Create the Relationships
between the Dates in the
Fact Table and the Date
Table
• Connect ‘Created On’ first,
since that should always
have a value
• The other two relationships
will be inactive.


# Page. 53

![Page Image](https://bcdn.docswell.com/page/VEN8XYNMJ8.jpg)

Add basic measures
• Opportunity Count =
countrows(opportunities)
• Revenue Open
• Sum estimatedvalue_base
• Filter on statecode = 0
• Revenue Won
• Sum
• Filter on statecode = 1
• Use date relationship of
estimatedclosedate


# Page. 54

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Cleanup / Copilot Pre-Flight
• Hide Non-user-facing Fields
• Validate Table and Field Names
• Set field formatting options
• Date format
• Currency and numeric fields
• Default summarization
• Categorize Geo &amp; Hierarchies
• Add Synonyms
• Add Descriptions
• Row Labels and Key Columns
• Use a Measures Table
Sales Measures = {BLANK()}
• Group measures into Folders


# Page. 55

![Page Image](https://bcdn.docswell.com/page/G78R8DWRED.jpg)

Publish and add to a Model Driven App
• Publish report to a
workspace
• Set credentials and
refresh
• In model driven app
solution, create “New”
“Power BI Embedded”
dashboard
• Add to the report to the
app
• Publish and enjoy!


# Page. 56

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Bonus Add Report to Form and filter
• Two Options
• Use the “PowerBI
Embedder” plugin for
XrmToolBox
• Add to a solution and
use the native PCF
Control
• Strengths and weakness
with each approach


# Page. 57

![Page Image](https://bcdn.docswell.com/page/4EM2RYX9EW.jpg)

DirectLake on D365
• Data is selectively
pulled live from the
Deltalake
• Amazing use cases if
your data can be used
little or no modification
• Using a view will cause it
to fall back to
DirectQuery.
• You’ll need to deal with
choice labels in your
source.


# Page. 58

![Page Image](https://bcdn.docswell.com/page/PERMR9N979.jpg)

Pipelines
Data Factory in Fabric
• You will need a SPN
• Creating Service Principals
Really Easily Using Pac CLI Carl de Souza
• A Visual Guide To Power
Platform Service Principal
Setup (MatthewDevaney.com)
• Create a query as your
source
• Map to a destination entity
• Customer and other
polymorphic Lookup fields
are special – use
@EntityReference to
pass the record type.


# Page. 59

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Additional
Resources &amp;
Special Topics


# Page. 60

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Resources For Customers &amp; Insiders
Yammer Forum hosted by the Dataverse PG:
https://aka.ms/SynapseLinkforDynamics
https://aka.ms/SynapseLinkforDynamics
Product Documentation introduction:
Link Dataverse to Microsoft Fabric | Microsoft Learn
Link Dataverse to Microsoft Fabric | Microsoft Learn
YouTube playlist of setup / configuration videos:
https://aka.ms/FabricForDataverse
https://aka.ms/FabricForDataverse
Dataverse-Fabric resources (including this deck):
https://github.com/mscottsewell/Dynamics365-Fabric-in-a-Day
https://github.com/mscottsewell/Dynamics365-Fabric-in-a-Day
Other Resources for F&amp;O Migration to Fabric/Synapse Link:
https://aka.ms/TransitionToSynapseLink
https://aka.ms/TransitionToSynapseLink


# Page. 61

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Handling DateTime and Currency
fields in data from Dataverse
These seems like obscure topics, but almost everyone
gets bitten by them the first time.
Dates in Dataverse are, for the most part, stored as DateTime in UTC
format but displayed to the user based on their current application
settings.
• Convert Date-Times to a timezone standardized Date-Only field
• Filter/join/group on the Date-Only value
• If you have significant timezone spans in your organization,
consider adding a process to materialize non-timezone dependent
dates for important metrics inside Dataverse.
Currency fields are stored with a “base” value and displayed in a
converted currency field. – Combining the values of a field with
multiple currencies would be invalid. – So, always reference the
‘base’ fields for any type of calculation where different currencies
might be included.


# Page. 62

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Choice Values
Only the integer is stored in the row in Dataverse or FabricLink
It’s joined at runtime in both places – smaller data and multi-language support


# Page. 63

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Dataverse Fabric - Choice Values
Here&#039;s my go-to snippit:
LEFT JOIN [dbo].[stringmap] AS [entityname_attributename]
ON [entityname_attributename].langid = 1033
AND [entityname_attributename].objecttypecode = &#039;&#039;
AND [entityname_attributename].attributename = &#039;&#039;
AND [entityname_attributename].attributevalue = [Base].choicefieldname
Guide to using the above snippit:
langid
objecttypecode
attributename
attributevalue
choicefieldname
= the language code of values needed - 1033 = US English
= entity name
= choice value field name
= choice numeric value from the record
= choice value field name
In the list of fields in the query, just reference it in this form:
[entityname_attributename].value AS [My Field Alias]


# Page. 64

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Multi-Select Choices
A concatenated list of integers is stored in the row in Dataverse or FabricLink


# Page. 65

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Dataverse Fabric – Multi-Select Choice Values
Dataverse to Fabric OneLake - Part 8 - Multi-Select Fields (youtube.com)
WITH CTE_contact_channelactivity AS
(SELECT Base.contactid
, STRING_AGG(contact_channelactivity.value, &#039;, &#039;)
AS channelactivities_string
FROM [dbo].[contact]
AS Base
CROSS APPLY string_split (Base.pbi_channelactivities , &#039;;&#039;) AS string
JOIN stringmap contact_channelactivity
ON contact_channelactivity.attributename = &#039;pbi_channelactivities&#039;
AND contact_channelactivity.objecttypecode = &#039;contact&#039;
AND contact_channelactivity.langid
= 1033
AND contact_channelactivity.attributevalue = string.value
WHERE
Base.pbi_channelactivities IS NOT NULL
GROUP BY
Base.contactid )
SELECT Base.contactid
, Base.fullname
AS [Contact Name]
, CTE_contact_channelactivity.channelactivities_string AS [Channel Activities]
FROM [dbo].[contact]
AS Base
JOIN CTE_contact_channelactivity
ON CTE_contact_channelactivity.contactid = Base.contactid
WHERE
Base.pbi_channelactivities IS NOT NULL;


# Page. 66

![Page Image](https://bcdn.docswell.com/page/47QMRYN2EP.jpg)

Dataverse Fabric – Multi-Select Choice Values
Dataverse to Fabric OneLake - Part 8 - Multi-Select Fields (youtube.com)


# Page. 67

![Page Image](https://bcdn.docswell.com/page/KE4V8WGP71.jpg)

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