Forum Discussion
Build an if ISNull Calculation between two tables
For the love of $Deity, why ?
There is really no need to do snapshots out of SFDC. SFDC is one of the few systems that actually support proper event based reports.
The "Opportunity Field History" object captures all relevant events in the life of your opportunity. Pull this object and then use helper functions that allow you to calculate the status of any opportunity at any point in time.
You will save massive amounts of space and you will gain down-to-the-second accuracy rather than weekly snaps that are blind to what happened to the opportunity in between them, and that are helpless when business wants to "add just one more field, with history please".
That's something I will consider trying in the future when I have spent more time using and I am more advanced in Power Bi and if we ever upgrade to the Enterprise Version of Salesforce where I can just create the history reporting in there. But until that day I need to get my report to work now so that I have something to present to management that they can use now.....
Provide some sample (sanitized) data for testing, and show the expected outcome.
Small note: Be aware that SFDC is case sensitive. Power Query is a little bit case sensitive, DAX is decidedly not case sensitive. I can show you the implementation of the CaseSafeId() function in Power Query if you like.
As much as Power Query's M language is concerned, it's totally case sensitive, not just "a bit."
Best
DI knew I could tease you with that. I am referring to the data part. In SFDC land "0062700000fwfN5" and "0062700000fwfn5" are two very different things.