Need help reporting on combining opportunity data from two Salesforce instances.

[-Thomas-]

Hello!

We currently have two Salesforce instances and are running separate Opportunity pipeline reports in each. Could someone help guide me, teach me, how to query and chart data from both instances in the same report/Dashboard?

I already have both Salesforce instances and datasets loaded. i.e. - Opportunty1 and Opportunity2 in the right-hand column. How can I turn these two tables into a single dataset that I can use visuals on?

Thank you!

T

[-Thomas-]

Thank you! Append is exactly what I was looking for. Had some trouble with the relationships after everything was combined in a new table, but this was perfect.  

[danextian · Accepted solution]

Hi @-Thomas- ,

Have you tried combining the two oportunity tables in Power Query using Append so you'll only get one table? Assuming that the two tables have the same set of columns, this approach should work. Here's a video on how to do this: https://youtu.be/qkmcVHHdQPY