Forum Discussion

ushah763's avatar
ushah763
Helper I
7 years ago

salesforce.com filter

I am trying to duplicate a Salesforce.com report within Power BI.  The Salesforce.com report has the following filter:   Filtered By:1 AND 2 AND 4 and (3 or (5 and 6) or 8) AND 7 1. Company / Acc...
v-piga-msft's avatar
v-piga-msft
Resident Rockstar
7 years ago

Hi ushah763,

 

If I understand your scenario correctly that you conncet the data source with the Salesforce Object connector, and you want to  keep the filters when you import the data in Power BI Desktop?

 

If it is, I'm afraid that we may not duplicate the filters of the report in Salesforce within Power BI dekstop.

 

We need to create the report and create the filters with the data in Salesforce by ourselves in Power BI Desktop.

 

In addition, you may have a try with Salesforce Report connector in Power BI Desktop or Saledforce Report Content pack in Power BI Service.

 

Best  Regards,

Cherry

  • ushah763's avatar
    ushah763
    Helper I
    7 years ago

    v-piga-msft

     

    Yes, i am connecting to the object directly using the Salesforce conenctor.

     

    I want to know how to duplicate the same filter in Power BI desktop. How can I get the same filter as the Salesforce.com filter with the brackets ( ) and the AND / OR  order of operation. I don't want to import the salesforce filters, i want to know how to duplicate them using Power query.

     

    I can filter for the AND statements, but not when it get into the (3 or (5 and 6)) operation.

    How do I do that in POwer BI?

     

    When i compare the results of the Salesforce.com report using the above filters and my Power BI report, they do not match because i do not know how to include the (3 or (5 and 6)) operations into my query. That is where i need help.