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djerryanderson's avatar
djerryanderson
Regular Visitor
1 year ago
Solved

Apply a custom Query to a salesforce data object import

I'm new to Power BI and DAX. Been using SSRS and Visual Studio for a few years so I'm used to how that works. I've figured out how to connect and import data from Salesforce (in my case the Contacts table). I go to the DAX query view and write a custom query that creates the table I want. I cannot figure out to apply that output to report!

 

How do I get this query (which works perfectly):

 

To this:

BTW I have tried the Advanced Editor in Transform Data and tried "meshing" my query to the data import but although it says the syntax is correct I get errors:

I'm sure I'm going about this all wrong. I must be bad at finding tutorials that cover this as well because I can't find any step by step walkthroughs on it. I can probably figure it out if I just new "where" to link the report to the table that the custom query creates. Right now it just shows the entire contacts table. 

  • Fowmy's avatar
    Fowmy
    1 year ago

    djerryanderson 

    I did not look into your code, just saw the IF and replied πŸ™‚

    The DAX code you wrote could be converted in to a table New Table under Modeling tab

5 Replies

    • djerryanderson's avatar
      djerryanderson
      Regular Visitor

      Well this clears it up a bit - power query v DAX query. SO I need to learn different syntax. The case sentive nature of the "if" apparently is not all I need to do - ISBLANK apparently is not correct either.

      • Fowmy's avatar
        Fowmy
        Super User

        djerryanderson 

        I did not look into your code, just saw the IF and replied πŸ™‚

        The DAX code you wrote could be converted in to a table New Table under Modeling tab

  • This was just an issue with using the dev studio correctly. Using Fowmy's suggestion I figured out how to add the table to the report. That's all I really needed to do. I've used SSRS for a few years and just couldn't figure out (in Power BI) how to add the table to the report so I could actually "use" it.