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...
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.
Advocate IVThe 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!