Forum Discussion
Helper IPowerBi Online SalesForce report connector pulls dataset in different format to PowerBi Desktop
If I connect to a SalesForce report as a Dataset using PowerBi online it will pull the data in the same format as is presented on SalesForce.com, for example, this report on SalesForce has a custom formula to calculate row count etc which results in a summarized dataset. This is what I am trying to pull this summarized data and it is pulling through in this format when I use the online connector.
However, when I use the desktop client of PowerBi and connect to the same SalesForce report it will pull all of the underlying data which is 252,000 rows and is cut off @ the 2000 row limit.
Is there any way to get this summarized data layout in the desktop version of PowerBi - particularly because I want to mix in other data sources for this particular report.
3 Replies
TPalmerMicrosoft Employee
Unfortunately the 2000 row limit is from the Salesforce Report API. One option is to use the Salesforce Objects connector in the Power BI Desktop to connect directly to the objects and build out any type of view you'd like. The option to enable relationship detection may also make this easier. It does require some rework from your original report however it won't have the 2000 row limit.
There is a request to change this on the Salesforce community site if you'd like to include your vote!
ReportGuruPost Patron
Hi WESTi were you able to find a solution? As a workaround, maybe you can try to test your connection with a 3rd party connector, which pulls data directly from SF objects connector. I've tried windsor.ai, supermetrics and funnel.io. I stayed with windsor because it is much cheaper so just to let you know other options. In case you wonder, to make the connection first search for the Salesforce connector in the data sources list:
After that, just grant access to your Salesforce account using your credentials, then on preview and destination page you will see a preview of your Salesforce fields:
There just select the fields you need. It is also compatible with custom fields and custom objects, so you'll be able to export them through windsor. Finally, just select PBI as your data destination and finally just copy and paste the url on PBI --> Get Data --> Web --> Paste the url.
- metrica
Post Prodigy
Hi WESTi,
The Microsoft answer is still correct. The native Salesforce Reports connector is limited to 2,000 rows. For larger datasets, use Salesforce Objects and rebuild the required summaries in Power BI.
Power BI Connector for Salesforce is another option. It can use a Salesforce report as the starting point and export its underlying data, but the summarized layout still needs to be built in Power BI.
AppExchange and 30-day trial:
https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577Docs:
https://metricasoftware.com/docs/salesforce/Cheers,
Metrica Team
