Power BI-1 Get Salesforce Report Data

Рет қаралды 11,209

4 жыл бұрын

Shows how to import a Salesforce Report using "Get Data". Also provides a brief overview of how to build a Table visualization to review the data you've brought into Power BI.
Videos in this Playlist - Manage Salesforce Data in Power BI:
• Working with Salesforc...
** Power BI-1 Get Salesforce Report Data - • Power BI-1 Get Salesfo...
** Power BI-2 Get Salesforce Object Data - • Power BI-2 Get Salesfo...
** Power BI-3 - Salesforce - Manage Relationship Links - • Power BI-3 - Salesforc...
** Power BI-4 Transform Salesforce Object data using Power Query Editor - • Power BI-4 Transform S...

Пікірлер: 18

@DataSpook 3 жыл бұрын

Quick and helpful.. Thanks

@force501bi3 3 жыл бұрын

You're welcome!

@djjonathanruiz Жыл бұрын

Thanks for the explanation. Only one ask. At the momento that I conected the report to Power Bi I just must click on "Refresh" and it would bring me lastest data from Salesforce always?

@force501bi3 Жыл бұрын

Yes, for both the Desktop and PBI Svc - if you have PBI Svc, you can set scheduled refreshes but you still have the manual refresh option

@GuOliveira16 3 жыл бұрын

Hey, do you think you can help me please? I'm trying to load some SalesForce data on my BI, but it's an company account. When i put my company's domain and login into my account, it literally opens my occount like it does in the browser, and don't send the data to power bi. When I close the window opened by PBI, it shows like i never logged in. Do you know some way i can log in and send data as an company account? Thanks!!!!

@force501bi3 3 жыл бұрын

Hope you figured out your issues - if not, send a note to admin@force501.org or post a note on our website. We check that more often than the youtube comments ;-)

@Guilopes99 3 жыл бұрын

Is there a way to get more than 2k rows for reports? I have trouble working with objects since they have confusing data internally

@force501bi3 3 жыл бұрын

It's on my list to record the video - if you need

@Guilopes99 3 жыл бұрын

@@force501bi3 in my case the database has million of records because it has all countries... Even the filter won't work because it's too slow. In the reports I have it pre-filtered but it's like 200k rows... Appending 100 queries seems boring ahah

@user-fp4nd5by6w 7 ай бұрын

Hi everyone, I would like to make a merge report on PBI , from Salesforce objects: Accounts Contacts Opportunities With some filters on each object, difficulty is to make the link between the objects Thank you

@joleenea5766 2 жыл бұрын

Is there a best practice for using MFA with Power BI? I have a report that will not refresh Thank you

@force501bi3 2 жыл бұрын

Hope you found a good answer - a year from now we'll all be MFA masters!

@Guilopes99 3 жыл бұрын

How do we get this to auto-refresh daily?

@force501bi3 3 жыл бұрын

Last time I looked, auto-refresh is a feature of Power BI Service - small fee (if you don't have Microsoft 365) but good for sharing with others in your org