Forum Discussion
Joining Salesforce Data to Excel Sheet Data
Hi everyone! I am looking to see if PowerBI supports joining two unrelated data tables into one project. I want to pull in data from a Salesforce sandbox, as well as an excel sheet. I then want to join this data into one table.
I was able to do this with Tableau, so I'm hoping PowerBI has a way!
5 Replies
Yes, that is possible. Be aware that Salesforce is case sensitive whereas Power BI (DAX) is not. Use CaseSafeID for the linkage if possible.
Hi! Can you please explain how to do this? I am not seeing an option to add another data source once Salesforce is linked. Thank you!
Sure. Are you using the Salesforce Objects or the Salesforce Reports connector?
I am currently using the Salesforce Reports connector because I have several objects I am trying to work with. But let me know if using objects is a better solution! I'm pretty new to PowerBI, so I'm sure there's more for me to learn. Thank you for your time!
It really depends on the complexity of your instance (how many objects would it take to recreate the report type, what is the size of the objects) and the number of rows you are expecting to get back from the report (there is an artificial 2000 row limit on all SFDC reports accessed via the API).
Personally I prefer objects as they don't have a row limit and the connector now supports some mild query folding (ie it is producing custom SOQL for some of the transforms).
