Forum Discussion

mariajuliao's avatar
mariajuliao
Frequent Visitor
4 years ago

Salesforce Objects Data Import Filter

I am importing data from Salesforce Objects. My tables have data from up to 6 years old, but I only need the data from the last 2 years in my report. Additionally, I need to make my model more effici...
Need Help
metrica's avatar
metrica
Post Prodigy
3 months ago

Hi mariajuliao 

 

Native Salesforce Objects connector doesn't push date filters back to Salesforce as SOQL, so it pulls the full object first and filters in Power Query after. For a 6-year history that you only want 2 years of, that means downloading 3x more data than you need, every refresh.

 

If you'd rather filter on the Salesforce side before any data leaves, Power BI Connector for Salesforce on AppExchange does exactly that. You set the date filter (e.g. CreatedDate >= LAST_N_YEARS:2) in the connector's UI on the Salesforce side, and only those 2 years are sent through to Power BI. Smaller file, faster refresh, lower API consumption.

 

30-day free trial, no card. Docs at https://metricasoftware.com/, happy to set up a quick demo on your specific date filter if useful.

 

Cheers,

Metrica Team.