topic Re: Quickly Filter Out Salesforce Object Fields in Power Query

Quickly Filter Out Salesforce Object Fields

Anonymous — Thu, 16 Aug 2018 09:11:11 GMT

I have recently connected to Salesforce Object, however my opportunity or account object consist alot of fields. Is there a way to quickly filter out the object fields without writing any advance editior syntax ?

The current way that I am doing is by manually removing the object one by one and it is very time consuming.

Re: Quickly Filter Out Salesforce Object Fields

Anonymous — Thu, 16 Aug 2018 10:01:59 GMT

The easiest way is to use the choose columns interface/remove other columns as this allows you to search for the columns you want easier than removing one by one.

Also if you include this at the start of your query, some query folding does happen in some cases but I havent worked out enough to say for sure what causes it.

Re: Quickly Filter Out Salesforce Object Fields

Anonymous — Thu, 16 Aug 2018 10:05:50 GMT

Hi Thomas can you show with a screenshot how do I filter out ?

Re: Quickly Filter Out Salesforce Object Fields

Anonymous — Fri, 17 Aug 2018 06:09:48 GMT

Hi Anonymous,

Can you share a screenshot on how you select and search the object field ?

Re: Quickly Filter Out Salesforce Object Fields

Anonymous — Fri, 17 Aug 2018 07:48:58 GMT

Anonymous,

In Query Editor of Power BI Desktop, you can use "Choose Column" option to select the columns that you want to reserve.

Regards,
Lydia

Re: Quickly Filter Out Salesforce Object Fields

ollieT — Tue, 05 Mar 2024 14:59:07 GMT

would the hidden columns still be part of the refresh or will it save 'space' and not have them synchronize into the pbix file?

Re: Quickly Filter Out Salesforce Object Fields

QueryWhiz — Fri, 31 May 2024 23:05:13 GMT

Hi, were you able to find a solution? As a workaround, maybe you can try to test your connection with a 3rd party connector. 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.

Re: Quickly Filter Out Salesforce Object Fields

metrica — Mon, 20 Jul 2026 11:49:08 GMT

Choose Columns in Power Query is a good solution if you want to keep only the required fields without writing M code.

Another option is Power BI Connector for Salesforce. It lets you select the required Salesforce objects and fields while configuring the data source, before importing the data into Power BI.

AppExchange and 30-day free trial: https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

Documentation: https://metricasoftware.com/docs/salesforce/

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