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mnamas's avatar
mnamas
New Member
8 years ago
Solved

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!

Tutorial Requests
  • v-danhe-msft's avatar
    v-danhe-msft
    8 years ago

    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.

    2.Choose the data you want to retrieve.

     

    3.Now you can create the related visual.

    Regards,

    Daniel He

4 Replies

  • v-danhe-msft's avatar
    v-danhe-msft
    Icon for Microsoft Employee rankMicrosoft Employee
    8 years ago

    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.

    2.Choose the data you want to retrieve.

     

    3.Now you can create the related visual.

    Regards,

    Daniel He

  • v-danhe-msft's avatar
    v-danhe-msft
    Icon for Microsoft Employee rankMicrosoft Employee
    8 years ago

    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

  • ReportMaster's avatar
    ReportMaster
    Icon for Post Partisan rankPost Partisan
    2 years ago

    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:

     

     

    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:

     

     

    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. 

     

  • metrica's avatar
    metrica
    Icon for Post Prodigy rankPost Prodigy
    1 month ago

    Hi there,

     

    Connecting to a Salesforce report only works if Salesforce already contains the required historical snapshot data. Current Opportunity records alone are usually not enough to reconstruct the pipeline accurately for the beginning of previous months.

     

    If Historical Trending is enabled, Power BI Connector for Salesforce can export the available Opportunity Historical data into Power BI. Please note that it does not create or backfill missing history, and the available period is controlled by Salesforce.

     

    For longer-term monthly snapshots, Salesforce Reporting Snapshots may also be worth considering.

    The connector is not subject to the native Salesforce Reports connector's separate 2,000-row limit.

     

    AppExchange and 30-day free trial:
    https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

     

    Historical Trending guide:
    https://metricasoftware.com/docs/salesforce/how-to-export-historical-trending-data/

     

    Support and demo:
    https://metricasoftware.com/docs/salesforce/contact-support/

     

    Cheers,
    Metrica Team