Forum Discussion
How to Connect to Salesforce Grouped Report
I have a Salesforce report that returns 3,660 rows, more than the 2,000 row limit. I grouped the report in Salesforce to show only the data I need, which is reduced to 12 rows. I would like to downlaod the report like this, but the connectors want to return all the rows. Is there a way to get a grouped Salesforce report? The Salesforce report is below.
Anonymous
Try use Power BI Serivce connector for Salesforce, you can selectively import one or more reports into power bi.
Paul Zheng _ Community Support Team
If this post helps, please Accept it as the solution to help the other members find it more quickly.
3 Replies
- lbendlin
Super User
Nice try. Grouped reports still have all the data behind the scenes, so your row count stays at 3660, beyond the limit. Cut the report into two parts, and then recombine in Power Query.
Or remove the columns in the SFDC report that cause the 3660 granularity.
Anonymous
Try use Power BI Serivce connector for Salesforce, you can selectively import one or more reports into power bi.
Paul Zheng _ Community Support Team
If this post helps, please Accept it as the solution to help the other members find it more quickly.- metrica
Post Prodigy
Hi everyone,
For anyone landing here with the same 2,000-row + grouped report situation, there are a couple of workarounds worth knowing about (besides lbendlin's split-and-recombine approach):
If you need the aggregated view itself rather than the raw rows, sometimes the cleanest path is to build a Salesforce summary object (via Flow or Apex) that holds the pre-aggregated 12 rows, then pull that as a plain object in Power BI - no row limit applies because it's not a Reports API call.
For more flexibility on the Reports side, Power BI Connector for Salesforce by Metrica Software on AppExchange is one alternative - it pulls Salesforce reports without the 2,000-row cap, so even if you'd rather work with the raw 3,660 rows and aggregate in Power BI, that path stays open.
Free 30-day trial if you'd like to test it on this report. Setup guides at https://metricasoftware.com/, demo available on request.
Cheers,
Metrica Team.
