This is best Fabric, Power BI, SQL and AI community event. How do we know? The last event sold out! Save €200 with code FABCMTY200.
Register nowA new Data Days event is coming soon! This time we’re going bigger than ever. Fabric, Power BI, SQL, AI and more. Don't miss out.
Hello,
I have a query which source is linked to a salesforce report (I don't have the credentials), and I would like to change its source to a local excel file on my local drive. However, when I try to change the source, the pop-up that I get only show the folowing options (is translated from spanish, so it may vary a little bit):
Is there a possibility to change this source directly to an excel file in my drive? The query has several steps and I have plenty of graphs in my reports, so would like to avoid creating a new query, replicating all the steps and then changing all the variables in my report graphs.
Thank you very much,
I was able to change the source by changing the advance editor, however, I have a problem in the following step.
This is the original text code I had:
Initial code:
Let
Source = Salesforce.Reports(),
#"00O1o000004gOEjEAM" = Source{[Name="00O1o000004gOEjEAM"]}[Data],
#"Expanded CV (converted)" = Table.ExpandRecordColumn(#"00O1o000004gOEjEAM", "CV (converted)", {"amount", "currency"}, {"CV (converted).amount", "CV (converted).currency"}),
#"Expanded Weighted CV (converted)" = Table.ExpandRecordColumn(#"Expanded CV (converted)", "Weighted CV (converted)", {"amount", "currency"}, {"Weighted CV (converted).amount", "Weighted CV (converted).currency"}),
#"Added Date.StartOfMonth" = Table.AddColumn(#"Expanded Weighted CV (converted)", "Date.StartOfMonth", each Date.StartOfMonth([Contract Sign Date])),
Check out the May 2026 Power BI update to learn about new features.
Sign up to receive a private message when registration opens and key events begin.
If you have recently started exploring Fabric, we'd love to hear how it's going. Your feedback can help with product improvements.
| User | Count |
|---|---|
| 32 | |
| 25 | |
| 23 | |
| 22 | |
| 13 |
| User | Count |
|---|---|
| 61 | |
| 47 | |
| 27 | |
| 24 | |
| 19 |