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Syndicate_Admin's avatar
Syndicate_Admin
Icon for Administrator rankAdministrator
4 years ago

Replicate Salesforce filters in Power BI (Object Connector)

Good to all,

I would appreciate it very much if you would help me solve this doubt. The fact is that I have connected Power BI to Salesforce through Objects to avoid the limitation of records of SFDC reports. I have managed to replicate the filters that I have in the Salesforce reports for certain metrics, but applying them to visuals, that is, if I want to add the filtered result of two visuals, it does not leave me.

Therefore I had thought about taking a filtered table out of the Lead object, but I do not know exactly how to apply the filters since there are a few, and I would like to know if you could help me, since I do not have much idea of DAX.

I leave you the capture of the filters that I have in a report, and I would like to replicate them in DAX in Power BI:

Salesforce Power BI.JPG

Thank you very much in advance.

3 Replies

  • v-angzheng-msft's avatar
    v-angzheng-msft
    Icon for Community Support rankCommunity Support
    4 years ago

    Hi, Syndicate_Admin 

     

    The image is too blurry to see clearly, please provide a clear image.
    So you want to filter data in Power BI, right? There's a filter pane on the right side of the canvas in Power BI that you can use to filter data just like you do in that image.

    Best Regards,
    Community Support Team _ Zeon Zheng
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

    • Syndicate_Admin's avatar
      Syndicate_Admin
      Icon for Administrator rankAdministrator
      4 years ago

      Hello

      What you see in the photo is basically a Lead Report where the following filters are:

      -Edit date

      -Created date

      -New Value

      -Field/Event

      -Old Value

      -Company

      -Company Type

      -Lead Origin

      -Lead Owner

      -Lead Source

      What I have done in principle is what you have said, apply the filters to the visuals, but really what I need is to get a table filtering the Salesforce object 'Lead', recreating the filters that are in Salesforce, and I do not know how to apply all the filters using DAX.

      Any suggestions?

      • v-angzheng-msft's avatar
        v-angzheng-msft
        Icon for Community Support rankCommunity Support
        4 years ago

        Hi, Syndicate_Admin 

         

        You can use the Filter function.  A calculated table may be what you want.

        Filter ('table', 'table'[Created date]=? &&'table'[New Value]>=? &&...).

        If you do not want to create a new table (calculation table), one way is to use the slicer to filter the table visual.

         

         

        Best Regards,
        Community Support Team _ Zeon Zheng
        If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.