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...
Need Help
  • Jayendran's avatar
    Jayendran
    7 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 ?

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