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lrockwell
Frequent Visitor

Excel Data

‎06-12-2017 12:04 PM

Is there any information on taking Excel data and combining it with Salesforce data. Specifically lookin to take a price file for products in excel format and calculate with usage data in Salesforce to produce a chart that shows dollars spent for product usage specific to machines. 

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Anonymous
Not applicable

‎06-12-2017 05:06 PM

While i've not worked personally with Salesforce data, typically once you get both data sources into your Power Query, you can manipulate the columns and attempt to either Append or Merge the tables.

 

If you are entirely working in the Power BI service, or are using Direct Query, you might have problems but i don't know that aspect well enough to say its impossible.

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