Append and keep data

[Anonymous]

Because of SalesForce 2000 row limitation, I download reports to Excel and then import into Power BI, transform data and create reports. I need all the data from two years so I can show comparative periods.

In an attempt to work around the 2000 row limitation,  I built an original set of data from Salesforce, exported to Excel, and imported into Power BI. I then modified  the SalesForce report to just report last week's activity and called this directly into Power BI. I use an append function and it works for the first week. However, the subsequent append is an issue because the append now appends only the new week. The previous week's data didn't stick in the original dataset. 

Is there a way to append data from a second query into the original, and keep all that data?

[v-haibl-msft · Accepted solution]

@goldmanf

Your requirement should be same as this thread, but I don’t think it is supported now. So we can just use some alternatives to do it.

Best Regards,

Herbert

[ReportRanger]

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. 

[v-haibl-msft]

@Anonymous

You can load the first query/second query into two worksheets, and then using Power BI Desktop to load different queries from different worksheets. Now we should be able to keep all data after appending.

Best Regards,

Herbert

[Anonymous]

Thanks, but once a query hits 2000 rows, you'd have to create a new query and append again. At some point, it will take many queries to continue the data. 

[v-haibl-msft · Accepted solution]

@goldmanf

Your requirement should be same as this thread, but I don’t think it is supported now. So we can just use some alternatives to do it.

Best Regards,

Herbert

[Anonymous · Accepted solution]

Thanks, again. This is the same concept and I really appreciate the response.