Forum Discussion
Editing Reports in Power BI but don't want changes affecting Salesforce Original Reports
gnuoryx Connecting to any data source will "import or read" data from your source into Power BI. So, what you're doing is creating a new copy of that information, you don't need to worry about your source data in Salesforce being modified.
Power BI doesn't "write/export" data back to the source data. So the new columns you've added in Power BI won't show up or be added to Salesforce.
If you save your Power BI file, it will create a PBIX file of your new datamodel that you've created.
Thanks so much Eno1978; I tried it out and indeed it worked.:smileyvery-happy:
I think it's because your Salesforce Report includes 3,150 rows of date yes? However, Power BI will only let you bring in 2,000 rows from the report so it's not a chart display issue, it's simply because all of the data isn't there...
gnuoryx Connecting to any data source will "import or read" data from your source into Power BI. So, what you're doing is creating a new copy of that information, you don't need to worry about your source data in Salesforce being modified.
Power BI doesn't "write/export" data back to the source data. So the new columns you've added in Power BI won't show up or be added to Salesforce.
If you save your Power BI file, it will create a PBIX file of your new datamodel that you've created.
Thanks so much Eno1978; I tried it out and indeed it worked.:smileyvery-happy:
Hi Eno1978 and All,
Eno1978, thanks for yors last assistance.
Is there a way to edit Salesforce (and other linked data) in the online version of PowerBI. I have imported my Salesforce report but can't seem to figure out how to edit that data in Salesforce like it is done in the PowerBI desktop version. For exampe, changing the data type or adding new measure or new column. Also, in both the online and desktop versions, I have a text field of names I am trying to total. I created a pie chart and disaggregated by county but it is giving a less value (2000 instead of 3,700). Can you or anyone help? Thanks.
- SnoJa10
Advocate IV
The Power BI Salesforce Reports connector is limited to 2,000 rows (yes, completely useless as i don't know many users who have Salesforce reports with less than 2,000 rows).
We've raised this many times to Microsoft but doesn't seem like it will get fixed. The workaround is to use the Salesforce Objects connector, but it is exteremely complex and you essentially have to re-build all salesforce relationships and tables to re-create the report.
Good luck!
gnuoryx Sorry, didn't see this. If you want to address anyone on the community in a post put the "@" before their name, and it will turn yellow. This will send them a notification that someone mentioned them. To address the other part of your question, you can only change elements in your model in the Desktop, the Service is just to connect and share, not modify your model/dataset.
@Eno1978 Thanks. My problem actually that the I have a text field in my data set with the words "male" and "female" for sex distribution of my beneficiaries. When I create a chart (pie, histogram) it does not count the total males and femaes instead I keep getting a less number. The total dataset should be 3,150 but when ever I graph, the dtaset totals to 2,000. I can't seem to understand how to get around this. I wold be glad for any assistance in this regard. Thanks.
Anonymous; SnoJa10 Greg_Deckler SqlJason
Hi All, I have a salesforce report of beneficiaries registered in salesforce database and want to run facial recognition on all registered beneficiareis to remove persons registering twice (duplicates) in different communities. Can anyone suggest a solution? Can I bring the photos into PowerBI and un a duplicate check on the faces? Just exploring what is possible. Thanks.
gnuoryx Sounds like a cool project. Power BI natively isn't going to support this, but figuring out a way to use Azure ML to run the facial checks and pushing that back into Power BI is worth a look.
MS did a facial recognition website a while ago, and looks like they've exposed an API to assist. I haven't totally delved into it, but it looks like a good direction to pursue.