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 Based on the feedback above, I don't see what I could do to assist.. but if you wanted to PM me a link to a One Drive location or file share, I can take a look...
Anonymous, SnoJa10, Greg_Deckler Hi Eno1978, I agree with you, based on responses from SnoJa10 and Smoupre, the problem is not my chart but the 2,000 rows on Salesforce reports. I would like to try out the solution mentioned by both SnoJa10 and Smoupre. However, being new to Salesforce and PowerBI it seems like I have a lot to stomach. I am also looking into connecting my Salesforce report into Excel, perform the necessary edits and data modelling then publish to PowerBI online. But I will need the report from Salesforce linked to Excel directly. I exported the report into Excel but have to clean off headers (dates, report author, etc) and this is not what I expected. Now looking into Excel connector, anything that will be less stressful and more direct. I appreciate all your comments and support. Will appreciate additional assistance. I will also update you all on my solutions as well. Thanks everyone.