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Anonymous's avatar
Anonymous
Not applicable
7 years ago
Solved

Filter out multiple values from a list

Hello,   I have a table that containts a list of all contacts that I have exported from our CRM (salesforce.com) that I want to cleanup. I am looking to filter the list to remove all contacts that...
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Tips and Tricks
  • Anonymous's avatar
    Anonymous
    7 years ago

    Hi Anonymous ,

    As I said, you can add public domain table with domain text which you want to exclude.

    Then add a calculated column to contact table to compare current row content with public domain table list.

    Is Public = 
COUNTROWS (
    FILTER (
        ALL ( 'Pubich Domain' ),
        SEARCH( 'Pubich Domain'[Domain], [Email], 1, -1 ) > 0
    )
) > 0

    Regards,

    Xiaoxin Sheng

QueryWhiz's avatar
QueryWhiz
Post Patron
2 years ago

Hi. As a workaround, maybe you can try to test your connection with a 3rd party connector instead of manually exporting data from SF. I currently use Windsor.ai and I can directly pull contacts data from SF and I can even exclude some values directly on Windsor interface using the filters option. 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.