Forum Discussion
Help - Report Deadline - Group By Performance is Slow (Hours!)
Hi Txtcher ,
As mentioned by lbendlin , you can use Power BI's Power query to perform your transformations and use that M query in your excel.
Go to get data--> Blank query and paste it.
You will get your table
The you can just copy the table and paste it in the excel.Another way can be,
Use table visualization to export the data.Power BI is a very interesting tool and it has got many capabilities apart from transforming your data using Power Query.
Check this out to get started with Power BI.
https://learn.microsoft.com/en-us/power-bi/fundamentals/desktop-getting-started
Download from hereHope this helps!
If this answers your question, please Accept it as a solution and give it a 'Kudos' so others can find it easily.
Thank you.
Even though the Salesforce Object connector is not officially marked as supporting Query Folding (the "View Native Query" is greyed out) it does in fact support SOME folding. Especially filters fold well. You can verify the folding by using Query Diagnostics.
Some Power Query transforms WILL break that folding, resulting in the need to fetch the entire RS_Application__History object (with potentially millions of rows).
Use Query Diagnostics to see where the folding starts to break, and then do NOT perform the actions that cause the breakage. Instead do the groupings and column type changes etc in the Power BI data model rather than in Power Query.
The data in RS_Application__History is immutable, so you should consider setting up Incremental Refresh for this.
Thank you for your response. Query Diagnostics is unavailable for us (IT dept ). (If only Salesforce had a way to find min/max dates in the report editor. )
However, please note we can't use Power BI. The Customer wants the raw data in an Excel table and I have never discovered a way to export a table from Power BI into Excel.
Nobody can stop you from using Power BI Desktop. You can do your diagnostics there and once you are happy with the results you can port the Power Query code over to Excel.
