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Anonymous's avatar
Anonymous
Not applicable
7 years ago

Salesforce source change

Hello,

 

I have a query which source is linked to a salesforce report (I don't have the credentials), and I would like to change its source to a local excel file on my local drive. However, when I try to change the source, the pop-up that I get only show the folowing options (is translated from spanish, so it may vary a little bit):

 

 

 

Is   there a possibility to change this source directly to an excel file in my drive? The query has several steps and I have plenty of graphs in my reports, so would like to avoid creating a new query, replicating all the steps and then changing all the variables in my report graphs.

 

Thank you very much,

 

Need Help

1 Reply

  • Anonymous's avatar
    Anonymous
    Not applicable
    7 years ago

    I was able to change the source by changing the advance editor, however, I have a problem in the following step.

     

    This is the original text code I had:

     

                                                         

    Initial code:

     

    Let

    Source = Salesforce.Reports(),
    #"00O1o000004gOEjEAM" = Source{[Name="00O1o000004gOEjEAM"]}[Data],
    #"Expanded CV (converted)" = Table.ExpandRecordColumn(#"00O1o000004gOEjEAM", "CV (converted)", {"amount", "currency"}, {"CV (converted).amount", "CV (converted).currency"}),
    #"Expanded Weighted CV (converted)" = Table.ExpandRecordColumn(#"Expanded CV (converted)", "Weighted CV (converted)", {"amount", "currency"}, {"Weighted CV (converted).amount", "Weighted CV (converted).currency"}),
    #"Added Date.StartOfMonth" = Table.AddColumn(#"Expanded Weighted CV (converted)", "Date.StartOfMonth", each Date.StartOfMonth([Contract Sign Date])),