Forum Discussion

KG1's avatar
KG1
Resolver I
7 years ago
Solved

Error when connecting to Salesforce Reports to create data model

Hi I am trying to create a data model by connecting to saleforce reports that have been created by our client. (It isn't an option for us to connect to the Objects instead of Reports)

 

Most of the reports load fine into the data model but the data wont load when there is a chart that has been added to the report.

 

Error message

DataSource.Error: Web.Contents failed to get contents from 'https://  (Web Address)     includeDetails=true' (501): Not Implemented

 

Is there any way that PowerBi can ignore the chart at the top of the Salesforce Report and just load the data columns?

 

Apologies for the non-techncial language but I am new to PowerBi

 

Many Thanks

Need Help
  • Jayendran's avatar
    Jayendran
    6 years ago

    Hi KG1 ,

     

    I dont think so from powerbi you can ignore the chart at the top of the salesforce report.

     

    Can you try to find an API/ODATA to access the data column from the salesforce ?

3 Replies

  • Jayendran's avatar
    Jayendran
    Solution Sage
    6 years ago

    Hi KG1 ,

     

    I dont think so from powerbi you can ignore the chart at the top of the salesforce report.

     

    Can you try to find an API/ODATA to access the data column from the salesforce ?

  • ReportMaster's avatar
    ReportMaster
    Post Partisan
    2 years ago

    Hi KG1 were you able to find a solution? As a workaround, maybe you can try to test your connection with a 3rd party connector. I've tried windsor.ai, supermetrics and funnel.io. I stayed with windsor because it is much cheaper so just to let you know other options. In case you wonder, to make the connection first search for the Salesforce connector in the data sources list:

     

     

    After that, just grant access to your Salesforce account using your credentials, then on preview and destination page you will see a preview of your Salesforce fields:

     

     

    There just select the fields you need. It is also compatible with custom fields and custom objects, so you'll be able to export them through windsor.  Finally, just select PBI as your data destination and finally just copy and paste the url on PBI --> Get Data --> Web --> Paste the url. 

     

     

     

     

  • metrica's avatar
    metrica
    Post Prodigy
    1 month ago

    Hi KG1,

     

    If reports without charts load correctly, but reports with charts fail with includeDetails=true (501): Not Implemented, I would treat this as a Salesforce Reports connector limitation rather than a credentials issue.

     

    I do not think Power BI can reliably ignore the chart layer if the connector fails while reading the Salesforce report.

     

    Practical options:

    1. Create a copy of the Salesforce report without the chart and use that version for Power BI.

    2. Keep the Power BI version of the report data-only, with stable columns and no visualization-specific metadata.

    3. If the constraint changes, use Salesforce Objects instead of Reports and rebuild the logic in Power BI.

    4. If Reports must be used, test another API, OData, or connector path that exposes the report data more cleanly.

    Another option is Power BI Connector for Salesforce by Metrica Software:
    https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

     

    It lets you create Power BI data sources from Salesforce reports or selected Salesforce objects and fields, apply filters, preview the output, and connect Power BI to a prepared source.

     

    This will not fix the native Salesforce Reports connector behavior, but it gives you another path when report charts or report metadata break the native import.

     

    Docs and support:
    https://metricasoftware.com/docs/salesforce/
    https://metricasoftware.com/docs/salesforce/contact-support/

     

    Cheers,
    Metrica Team