Forum Discussion
Group By for Salesforce Query
Hi,
I'm using a salesforce datasource and I wanted to do a group by over an object. This seems like a simple thing and it works fine in other sources, but in salesforce it doesn't. No matter what object I try, or group by option I try, the result is always empty, probably meaning an error some where (but there's no message to that).
Does anyone have any experience with such a case?
Thanks,
T
11 Replies
- Greg_Deckler
Community Champion
First, are you using the service, Excel or Power BI Desktop when connecting to your Sales Force instance?
Sorry about that...
I'm using Power BI Desktop
- Greg_Deckler
As a work-a-round, you can use the matrix visualization to group the data after you have loaded it, or create a new query to create a table just on the column you want to group by, remove duplicates, and then link the talbles together, you can then use that to group things in your visualizations.
curthPower BI Team
Can you post the text of the query you're trying (or send it privately, if you prefer it to remain private)?
Sure
let
Source = Salesforce.Data(),
Investment__c = Source{[Name="Investment__c"]}[Data],
#"Filtered Rows" = Table.SelectRows(Investment__c, each ([Status__c] <> "Cancelled")),
#"Removed Other Columns" = Table.SelectColumns(#"Filtered Rows",{"Id", "Name", "Amount__c", "Total_Amount_Received__c", "Commitment__c"}),
#"Grouped Rows" = Table.Group(#"Removed Other Columns", {"Commitment__c"}, {{"Count", each Table.RowCount(_), type number}})
in
#"Grouped Rows"
