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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...
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

v-danhe-msft's avatar
v-danhe-msft
Microsoft 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