Weekly Reports Using Power BI and Salesforce

[Anonymous]

Hi Everyone,

Over the summer I will be working on a project for a company. The company would like me to build a dashboard with KPI's from various data providers (Google Analytics, Salesforce, LinkedIn). I see Microsoft Power BI as a potential solution to this request.

I plan on starting with Salesforce and building a dashboard in Power BI with a few important metrics. The goal is to generate a weekly report that gives management insight into what has happened during the previous week (past 5 business days). We will be looking at wins/losses, opportunities submitted, proposals in progress, and sales by sales rep.

Can Power BI pull data from Salesforce and automatically generate a new report every five business days with these metrics? We are hoping to generate a report at the start of every workweek that gives management insight into what happened in the previous week. If this is possible, what would you do with the old data that's no longer part of the 5-day window? How much time would it take for Power BI pro to run out of storage from your experience? Any thoughts on this post are very much appreciated.

Thank you

[QueryWhiz]

Hi, in this case you could use a 3rd party tool to connect your data directly to Power BI, all those sources mentioned have native connectors but if you wish to connect GA4 (GA UA is now dead) you have the beta 2.0 connector but that one still has some flaws, so I would recommend you using an external connector which is also compatible with incremental refresh and will let you automate those reports. In case you wonder I currently use windsor.ai , which is one of the many that are in the market

[Anonymous · Accepted solution]

Hi @Anonymous ,

Have you ever considered using Incremental Refresh?

Incremental Refresh is the process of loading only part of the data that might change, and adding it to the previous dataset which is not changing anymore.It is supported for Power BI Premium, Premium per user(PPU), Power BI Pro, and Power BI Embedded datasets.

With incremental refresh:

• Refreshes are faster - Only the most recent data that has changed needs to be refreshed.
• Refreshes are more reliable - Long-running connections to volatile data sources aren't necessary. Queries to source data run faster, reducing potential for network problems to interfere.
• Resource consumption is reduced - Less data to refresh reduces overall consumption of memory and other resources in both Power BI and data source systems.
• Enables large datasets - Datasets with potentially billions of rows can grow without the need to fully refresh the entire dataset with each refresh operation.
• Easy setup - Incremental refresh policies are defined in Power BI Desktop with just a few tasks. When published, the service automatically applies those policies with each refresh.

In summary, setting up the incremental refresh in Power BI means loading only part of the data on a regular basis, and storing the consistent data. This process will make your refresh time much faster.

For more information,please refer to:
Incremental refresh for datasets in Power BI - Power BI | Microsoft Docs

Keep The Existing Data In Your Power BI Dataset And Add New Data To It Using Incremental Refresh

All You Need to Know About the Incremental Refresh in Power BI: Load Changes Only

Best Regards,
Eyelyn Qin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Anonymous]

that's great, thank you!