Excel Power Query

[taluku]

I would like to write a power query in Excel that will pull records from Salesforce (using the Get Data – from Online Services – from Salesforce Report tool) and expand one, two or three data columns.

[v-ssriganesh]

Hi @taluku,
I hope this information is helpful. Please let me know if you have any further questions or if you'd like to discuss this further. If this answers your question, please accept it as a solution and give it a 'Kudos' so other community members with similar problems can find a solution faster.
Thank you.

[v-ssriganesh]

Hi @taluku,
I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. If my response has addressed your query, please accept it as a solution and give a 'Kudos' so other members can easily find it.
Thank you.

[taluku]

hank you and noted.

[v-ssriganesh]

Hi @taluku,

May I ask if you have resolved this issue? If so, please mark it as the solution. This will be helpful for other community members who have similar problems to solve it faster.

Thank you.

[v-ssriganesh · Accepted solution]

Hi @taluku,

Thank you for your query about using Power Query to pull and expand data from Salesforce in Excel. I’d also like to acknowledge @lbendlin for pointing out the important limitation of the Salesforce Report connector, which has a hard 2000-row limit.

You can proceed with the steps to connect to Salesforce and expand your desired columns as outlined earlier. However, please be mindful of the 2000-row limit when using the From Salesforce Reports connector. If your report exceeds this limit, I recommend either switching to the From Salesforce Objects connector, which doesn’t have this restriction, or breaking your report into smaller chunks (each under 2000 rows) and combining them in Power Query.

For more details on working with Salesforce data in Power Query, you can refer to this Microsoft documentation: Power Query Salesforce Reports connector. - Power Query | Microsoft Learn

If this information is helpful, please “Accept as solution” and give a "kudos" to assist other community members in resolving similar issues more efficiently.
Thank you.

[lbendlin]

NOTE: The Salesforce Report connector has a hard 2000 row limit.