Forum Discussion

warrencowan's avatar
warrencowan
Kudo Collector
9 years ago

Merge datasets into single report or use dataset as source

I'm querying Salesforce for a very specific email activity report, which only reports the details of the email activity of the user who is running the report at the time. It's daft, but nooone can get around it, and the underlying object is not visible in the API either so it has to be a query on a report.

 

The only way to get a consolidated view of all email activity for all my users, is to log in with each of their credentials and query the report, and then merge them all together.

 

I had the bright idea of doing this in PBI, but you can only query Salesforce using one set of credentials within the PBIX file or the pbi service.

 

I thought maybe I could create a different pbix file for each, but then I'd have multiple datasets and I can't run a report off of multiple seperate datasets or merge them. A dashabord doesnt help me either because I need a single table.

 

Is there anyway to use each of the datasets as a source, so that I can query and merge them all in another pbix file.

 

Any help much aprpeciated as always.

 

thnx

 

Warren

Need Help

10 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    9 years ago

    Hi warrencowan,

    I don’t think you can use an automatic method to merge datasets into a single report. You would need to copy query of each PBIX file to a single central PBIX file, then create reports using queries in the  central PBIX file.

    Thanks,
    Lydia Zhang

    • warrencowan's avatar
      warrencowan
      Kudo Collector
      9 years ago

      Thanks for replying Lydia. The queries themselves dont actually contain the credentials used to access salesforce though. I thought they are stored in the global permissions or the permissions for the pbix file.

       

      Or are you saying there is a query for the overal pbix file. If so, do you think you could elaborate on where to find that?

       

      • Anonymous's avatar
        Anonymous
        Not applicable
        9 years ago

        Hi warrencowan,

        You can copy entire table in Query Editor of each PBIX file with different credentials and paste the data of each table to Excel file, then connect to the Excel file from a new PBIX file.

        Thanks,
        Lydia Zhang