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gnuoryx's avatar
gnuoryx
Frequent Visitor
10 years ago
Solved

Editing Reports in Power BI but don't want changes affecting Salesforce Original Reports

Hi All,   I connected my Salesforce reports to Power BI and made some edits to the queries in Power BI (created some new columns, deleted some culumns, split some columns data, changed some data ...
Need Help
  • Anonymous's avatar
    Anonymous
    10 years ago

    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.

  • gnuoryx's avatar
    gnuoryx
    10 years ago

    Thanks so much Eno1978; I tried it out and indeed it worked.:smileyvery-happy:

  • SnoJa10's avatar
    SnoJa10
    10 years ago

    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...

Greg_Deckler's avatar
Greg_Deckler
Icon for Community Champion rankCommunity Champion
10 years ago
Do you see a little yellow ! in the upper left of the visual? If so, it is truncating your data and I'm not sure there is a fix. One thing that you could do would be to create a separate table with "male" and "female" and the second column would total SUM the related entries from the original table. Then you could use this new table as the data for the pie chart, which should get around this visualization data limitation. You might be able to do the same thing with measures, I'd have to try that.
SnoJa10's avatar
SnoJa10
Icon for Advocate IV rankAdvocate IV
10 years ago

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...