Forum Discussion
How to filter data during import of Salesforce table?
glennbuck523,
I am afraid that it is not possible to add data filter before you import salesforce data to Power BI Desktop.
You can contact Salesforce support to check if it is possible to add filter in Salesforce Rest API. You can use Web connector in Power BI Desktop to connect to the API with filtered data.
Regards,
Lydia
Thanks, Anonymous for this. We'll need to rope in our technical resources to go this route if this is the way we go. Do you know if using the PowerBI Web version would be a potential workaround? Perhaps creating a PowerBI Desktop connecting to tables then serving it up to the PowerBI Web which can auto-refresh? I tried a small sample and clicking refresh seems to go ultra fast but perhaps it was just refreshing the data already pulled back to just refresh the visual cahnges to the charts/graphs. I tried connecting to Salesforce tables in PowerBI Web directly but it doesn't seem to have the ability (or my knowledge doesn't have the ability).
Thanks!
Glenn
glennbuck523,
In Power BI Service, you are able to connect to salesforce content pack.
Regards,
LydiaAnonymous
I did start going down that route but then in all of the mentions it was noted there was a limit of 2k records so i stopped since i know my end result will be more than that. I was playing around with connecting to the tables directly. After i established filters in the powerquery itself it drastrically reduced the amount of records returned and time it took. It seems like only the first time I connected, before i had a chance to add filters, was causing me to pull back the entire table. I think my issue was connecting to the source the first time in the PowerBI visualization portion compared to in Query Editor was the culprit...
glennbuck523,
By using the built-in salesforce connector in Power BI Desktop, I am afraid that you are only able to add filter in Query Editor after importing the whole table.
Regards,
Lydia