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mnamas
New Member

Salesforce Pipeline Snapshot

 

I am new to Power BI. Looking to create a pipeline snapshot report in Desktop by connecting to Salesforce.com For e.g. a bar chart - count of Open opportunities beginning of each month. What's the best way to accomplish?

 

Thank you!

1 ACCEPTED SOLUTION
v-danhe-msft
Microsoft Employee
Microsoft Employee

Hi @mnamas,

Based on my test, you can use the Salesforce Reports connector in Power BI desktop and retrieve the related data to create your charts in Power BI Desktop.

1.Log in the Salesforce Reports and retrieve data.

1.PNG

2.Choose the data you want to retrieve.

2.PNG

 

3.Now you can create the related visual.

3.PNG

Regards,

Daniel He

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

View solution in original post

3 REPLIES 3
ReportMaster
Post Patron
Post Patron

Hello @mnamas were you able to find a solution? As other comment mentioned, you can use Salesforce reports connector, but you will have a limit of 10k rows on your data I think. As a workaround, maybe you can try to test your connection with a 3rd party connector, which pulls the data directly from SF objects. I've tried windsor.ai, supermetrics and funnel.io. I stayed with windsor because it is much cheaper so just to let you know other options. In case you wonder, to make the connection first search for the Salesforce connector in the data sources list:

 

SALESFORCE-1.png

 

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:

 

SALESFORCE-2.png

 

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. 

 

SELECT_DESTINATION_NEW.png

v-danhe-msft
Microsoft Employee
Microsoft Employee

Hi @mnamas,

could you please tell me if your problem has been solved? If it is, could you please mark the helpful replies as Answered?

 

Regards,

Daniel He

Community Support Team _ Daniel He
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
v-danhe-msft
Microsoft Employee
Microsoft Employee

Hi @mnamas,

Based on my test, you can use the Salesforce Reports connector in Power BI desktop and retrieve the related data to create your charts in Power BI Desktop.

1.Log in the Salesforce Reports and retrieve data.

1.PNG

2.Choose the data you want to retrieve.

2.PNG

 

3.Now you can create the related visual.

3.PNG

Regards,

Daniel He

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

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