Forum Discussion

cdabreu's avatar
cdabreu
New Member
5 years ago

Joining Salesforce Data to Excel Sheet Data

Hi everyone!  I am looking to see if PowerBI supports joining two unrelated data tables into one project. I want to pull in data from a Salesforce sandbox, as well as an excel sheet. I then want to j...
Excel
join
Salesforce
Tableau
lbendlin's avatar
lbendlin
Super User
5 years ago

Yes, that is possible. Be aware that Salesforce is case sensitive whereas Power BI (DAX) is not. Use CaseSafeID for the linkage if possible.

cdabreu's avatar
cdabreu
New Member
5 years ago

Hi! Can you please explain how to do this? I am not seeing an option to add another data source once Salesforce is linked. Thank you!