Forum Discussion

ddcjoee's avatar
ddcjoee
Frequent Visitor
3 years ago
Solved

Stuck on "Creating Connection in model..." when loading related Salesforce rows

I am building a dashboard from Salesforce Cases, and my org has a Parent Case/Child Case relationship set up. I need to load data from a Child Case's Parent Case in Salesforce into Power BI.   So f...
Need Help
  • ichavarria's avatar
    ichavarria
    3 years ago

    Hi ddcjoee,

     

    It's possible that the issue you're experiencing is related to the amount of data being loaded, rather than just the number of columns. Here are a few suggestions you can try:

    1. Reduce the amount of data being loaded by applying filters in the Salesforce connector. For example, you could filter the records by a specific date range or by a specific status.

    2. Use the Salesforce API to retrieve the data instead of using the standard Salesforce connector in Power BI. The API allows you to retrieve data in smaller batches, which can help reduce the amount of data being loaded at any one time.

    3. Consider using a third-party connector, such as the CData Salesforce connector, which may provide better performance for large data sets.

    4. Split the data into smaller chunks by creating separate reports for each set of related data (i.e. Parent Case and Child Case data) and then combining the reports in Power BI using relationships.

    5. Contact Microsoft support to see if they can assist with the issue you're experiencing. They may be able to provide additional troubleshooting steps or identify any underlying issues with your Power BI setup.

    Best regards, 

    Isaac Chavarria

    If this post helps, then please consider Accepting it as the solution and give Kudos to help the other members find it more quickly

metrica's avatar
metrica
Post Prodigy
3 months ago

Hi ddcjoee ,

 

For anyone landing here with the same "Creating connection in model..." hang on Salesforce Cases - the usual culprit is "Include related rows" doing N+1 fetches under the hood. Even with 10 selected columns, the connector still walks every relationship for every row, so on a maxed-out custom-field org it stalls almost regardless of what you trim down.

 

If filtering and splitting queries doesn't get you there, Metrica Power BI Connector for Salesforce is one option worth a look. It's an AppExchange app that handles the Parent/Child relationship case differently - you can either point it at a Salesforce joined report (Parent Case + Child Case fields combined on the Salesforce side) or pick fields across relationships in the UI, and the data comes back as a flat dataset without the N+1 pattern. No 2,000-row cap on reports either.

 

Free 30-day trial, no credit card. Setup docs and feature breakdown on https://metricasoftware.com/. If you'd like a quick demo on a Parent/Child Cases setup specifically, drop us a line - happy to walk through it.

 

Cheers,

Metrica Team.