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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

[HELP] Incremental Load Power BI

Hello everyone,

 

I have a Power BI report connected with SalesForce Data, but SalesForce only have a transactional view and i need Historical Data

Is there any way that i can use Power BI for Data Storage, adding new rows and not modify the existent ones?

 

For exemple: 

 

If i modify an object in SalesForce, it only change the existing row and loses the previous data, i need this:

 

Object      Status        Volume      Date

  X         Negociation     500       01/02/2019

 

If i change the Status to Closed for exemple, that's the view i need:

 

Object      Status      Volume      Date

X         Negociation     500        01/02/2019

X         Closed              500       16/10/2019

 

I appreciate the help

Need Help
  • v-xicai's avatar
    v-xicai
    6 years ago

    Hi Anonymous ,

     

    Your demand is a good idea, while it is not supported to implement in Power BI currently. You can post your new idea in Idea Forum , to improve the Power BI.

     

    It is a place for customers provide feedback about Microsoft Office products . What’s more, if a feedback is high voted there by other customers, it will be promising that Microsoft Product Team will take it into consideration when designing the next version in the future.

     

    Best Regards,

    Amy

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

4 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    6 years ago

    i export the table to CSV using Python in Power Query, so every refresh it Export a CSV to a Folder

     

    Than i can Use the CSV, Append to the Actual View SalesForce and again export to a CSV, this should do the work

     

    But my problem now is that i can't save the CSV on a local Folder, i must save in Sharepoint and i couldn't do that yet

     

    If anyone has a solution for this or another method please tell me,

     

    Thanks

  • v-xicai's avatar
    v-xicai
    Icon for Community Support rankCommunity Support
    6 years ago

    Hi Anonymous ,

     

    Your demand is a good idea, while it is not supported to implement in Power BI currently. You can post your new idea in Idea Forum , to improve the Power BI.

     

    It is a place for customers provide feedback about Microsoft Office products . What’s more, if a feedback is high voted there by other customers, it will be promising that Microsoft Product Team will take it into consideration when designing the next version in the future.

     

    Best Regards,

    Amy

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • ReportMaster's avatar
    ReportMaster
    Icon for Post Partisan rankPost Partisan
    2 years ago

    Hi Anonymous were you able to find a solution? As a workaround, maybe you can try to test your connection with a 3rd party connector. I can pull historical data from SF and just add new rows automatically every day, without my previous rows getting deleted. I've tried windsor.ai, supermetrics and funnel.io. I stayed with windsor because it is much cheaper so just to let you know other options. In case you wonder, to make the connection first search for the Salesforce connector in the data sources list:

     

     

    After that, just grant access to your Salesforce account using your credentials, then on preview and destination page you will see a preview of your Salesforce fields:

     

     

    There just select the fields you need. It is also compatible with custom fields and custom objects, so you'll be able to export them through windsor.  Finally, just select PBI as your data destination and finally just copy and paste the url on PBI --> Get Data --> Web --> Paste the url. 

     

  • metrica's avatar
    metrica
    Icon for Post Prodigy rankPost Prodigy
    2 months ago

    Hi there,

     

    I would separate two things here: incremental refresh and historical snapshots.

     

    Power BI incremental refresh can help refresh only recent Salesforce data, but it will not automatically keep the old version of a row when the same Salesforce record changes. If Salesforce only returns the current state, Power BI will also see only the current state after refresh.

     

    For your example, if Status changes from Negotiation to Closed, you need a history source or snapshot process, such as:

    1. Salesforce Field History Tracking, if enabled for that object and field.

    2. A Salesforce history object, where available.

    3. A daily snapshot table in a database, lakehouse, or warehouse.

    4. A Power Automate, Logic Apps, or ETL job that appends changes to storage before Power BI reads them.

    Once the historical table exists, Power BI can report on it very well.

     

    If you want a cleaner Salesforce-to-Power BI extraction layer, Power BI Connector for Salesforce by Metrica Software can help: https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

    It lets you select Salesforce objects and fields, apply filters, preview the output, and connect Power BI to a prepared source. Its docs also include a setup pattern for Power BI incremental refresh.

     

    It will not create historical rows by itself if Salesforce does not store them, but it can make the Salesforce extraction and refresh part cleaner once you decide where the history should live.

     

    Docs and support:
    https://metricasoftware.com/docs/salesforce/
    https://metricasoftware.com/docs/salesforce/contact-support/

     

    Cheers,
    Metrica Team