Forum Discussion
Helper IISalesforce URL to Open and Filter Power BI Report , based on selection in Saleforce
Hi Experts
I have created a saleforce URL link which takes the user to a Published Power BI report, The url was working just fine and now has stopped.
the user selects a client in Saleforce and the clicks the URL and this then should filter the published Power BI report. i cannot see the error in the URL
here is the url....
HYPERLINK("Power BI Part&experience=power-bi&filter=Clients%20FRef%20eq%20%27"&CustomerID(Id)&"%27","PowerBI: Report Link")
HELP
Hi,WhaleWatcher222 . I am glad to help you.
According to your description, you want to use the url to realize that when you open the report and add the field filter conditions at the same time, to realize that when you open the report on the service, it will automatically display the report page of the filtering completed.
If my understanding is correct, you can refer to the following documentation
URL:Filter a report using query string parameters in the URL - Power BI | Microsoft Learn
Luckily I found a case with a similar problem and tested it, and the solution he proposed works
URL:
URL Filtering Issue - Microsoft Fabric Community
Here's my test, I used the official Microsoft Power BI example file to demonstrate:
This is the original report URL.https://app.powerbi.com/groups/55e00c63-6277-49b2-9efd-b760dd1401ad/reports/ee60db1d-1ada-4783-a88c-917101fa130a/3be8bba8a016197526bc?experience=power-bi
Report URLs with filter criteria.https://app.powerbi.com/groups/55e00c63-6277-49b2-9efd-b760dd1401ad/reports/ee60db1d-1ada-4783-a88c-917101fa130a/3be8bba8a016197526bc?filter=Store/City%20eq%20%27Altoona,%20PA%27tablename:Store
columnName:CityI hope my suggestions give you good ideas, if you have any more questions, please clarify in a follow-up reply.
Best Regards,
Carson Jian,
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
2 Replies
WhaleWatcher222In a nutshell -
i want to create a URL field in Salesforce that would take the user to a PowerBI report and automatically filter the report page by the ID from the link they clicked in Salesforce？
Hi,WhaleWatcher222 . I am glad to help you.
According to your description, you want to use the url to realize that when you open the report and add the field filter conditions at the same time, to realize that when you open the report on the service, it will automatically display the report page of the filtering completed.
If my understanding is correct, you can refer to the following documentation
URL:Filter a report using query string parameters in the URL - Power BI | Microsoft Learn
Luckily I found a case with a similar problem and tested it, and the solution he proposed works
URL:
URL Filtering Issue - Microsoft Fabric Community
Here's my test, I used the official Microsoft Power BI example file to demonstrate:
This is the original report URL.https://app.powerbi.com/groups/55e00c63-6277-49b2-9efd-b760dd1401ad/reports/ee60db1d-1ada-4783-a88c-917101fa130a/3be8bba8a016197526bc?experience=power-bi
Report URLs with filter criteria.https://app.powerbi.com/groups/55e00c63-6277-49b2-9efd-b760dd1401ad/reports/ee60db1d-1ada-4783-a88c-917101fa130a/3be8bba8a016197526bc?filter=Store/City%20eq%20%27Altoona,%20PA%27tablename:Store
columnName:CityI hope my suggestions give you good ideas, if you have any more questions, please clarify in a follow-up reply.
Best Regards,
Carson Jian,
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.