Connecting both Salesforce and R Script

[jonmak-jon]

I want to create a refresh-able data connection with Salesforce (report) to which R script is applied to transform some columns before the transformed data gets loaded into the report. 

I know I can use on-premise gateway for R script and content pack connection with Salesforce, but how do I combine the both?

[ReportRanger]

Hi @jonmak-jon As it's been mentioned, you can use a gateway to be able to refresh it. Another workaround would be to use an external connector that pulls data from the SF objects API and therefore does not require a gateway to refresh. I've tried windsor.ai, supermetrics and funnel.io. I stayed with windsor because it is much cheaper so just to let you know other options. In case you wonder, to make the connection first search for the Salesforce connector in the data sources list:

After that, just grant access to your Salesforce account using your credentials, then on preview and destination page you will see a preview of your Salesforce fields:

There just select the fields you need. It is also compatible with custom fields and custom objects, so you'll be able to export them through windsor.  Finally, just select PBI as your data destination and finally just copy and paste the url on PBI --> Get Data --> Web --> Paste the url. 

[hugoberry]

Most likely you'll be using R.Execute function to do your data wrangling. 

Type the following command in your query to get more details about this

= #shared[R.Execute]

For an instruction on how to call R from the UI you can follow the article from

https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-r-in-query-editor/

Probably the only change you'll have to do is instead of loading CSV, load Salesforce data.

Another good resource

https://blog.gbrueckl.at/2016/05/running-local-scripts-power-bi/

[jonmak-jon]

I want to create a refresh-able data connection with Salesforce (report) to which R script is applied to transform some columns before the transformed data gets loaded into the report. 

I know I can use on-premise gateway for R script and content pack connection with Salesforce, but how do I combine the both?