Recommendation to report on Salesforce historical data

Hi Lucy_Lim 

For reporting on Salesforce historical data in Power BI, you might want to try an alternative connection method - Power BI Connector for Salesforce on AppExchange. It's a native Salesforce app installed inside your org, which makes pulling history objects (like Opportunity History, Field History, etc.) and large historical datasets more manageable:

Why it might fit:

• Server-side filtering on historical objects - filter by date range before data leaves Salesforce, so you only pull the periods you need
• No 2,000-row limit on reports - relevant when historical objects accumulate large volumes
• Supports custom fields, custom objects, and joined reports
• 30-day free trial
• Setup docs: https://metricasoftware.com/docs/salesforce/
• Responsive support if you get stuck: https://metricasoftware.com/docs/salesforce/contact-support/

Happy to set up a quick demo if it'd help. Just reach out via the support link.

Cheers,

Metrica Team.