Limit Table Expansion Power Query

Question

Hello,&nbsp;&nbsp;My report is slowed down because I have to import a large dataset from Salesforce, and then filter on a small portion by latest date. My solution has been to find a way to filter on the date before importing, but I'd be open to a better way. Other threads mentioned SQL code but from my understanding that's not an option with Salesforce.&nbsp;My problem is, the data is imported as a table and if I expand on the date column it will simply show the date for every single row in the table.&nbsp;Would it be possible to expand the date column in a summarized way? For example, one row for every unique date? Or would that take as much effort for PowerBI and still slow down the report?&nbsp;Thank you in advance.&nbsp;

v-piga-msft · Answer

Hi&nbsp;Anonymous&nbsp;,
What about removing the duplicate date rows?

May be&nbsp;ImkeF&nbsp; have the better ways to help you.
Best Regards,
Cherry
&nbsp;

imkef · Answer

I'm not familiar with Salesforce-Source, so cannot advise how to filter at source. Recommend to search in this forum for it.
&nbsp;
But instead of expanding, you can try to add a column where you retriev the MAX of the "EffectiveDate"-column:
List.Max( [&lt;YourColumnName&gt;][Effective_Date__c] )
And then filter / remove dups&nbsp; before expanding.
Impossible to predict performance in beforehand here.

anonymous · Answer

Thanks for your response! That would require me to expand the column, which would still load every row.&nbsp;

coderzen08 · Answer

Hi,&nbsp;&nbsp;were you able to find a solution? As a workaround, maybe you can try to test your connection with a 3rd party connector.&nbsp;I've tried&nbsp;windsor.ai, supermetrics and funnel.io. I stayed with windsor because it is much cheaper so just to let you know other options.&nbsp;In case you wonder,&nbsp;to make the connection&nbsp;first&nbsp;search for the Salesforce connector in the data sources list:&nbsp;&nbsp;After that, just grant access to your Salesforce account using your credentials, then on&nbsp;preview and destination&nbsp;page you will see a preview of your Salesforce fields:&nbsp;&nbsp;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.&nbsp; Finally, just select PBI as your data destination and finally just copy and paste the url on&nbsp;PBI --&gt; Get Data --&gt; Web --&gt; Paste the url.&nbsp;&nbsp;

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